How does the software ensure the accuracy and timeliness of the data entered by sales reps?
When sales reps are required to enter data into Salesforce the result is problematic. Some reps are more thorough. Some do it inconsistently. And all reps have different approaches to how they enter data. Even if data is automatically gathered and written back by tools, there are inconsistencies in how the data is synced by these various technologies. That means that the data that sales leaders and sales operations teams aren't able to rely on the resulting reports. SetSail ensures that the data is accurate and complete by automating the collection of data across the go to market team. That means that all sales data is orchestrated and organized for maximum value to the sales organization.
Similar questions
What objects and fields does SetSail write?
SetSail writes new emails, calendar meetings, and contacts to SFDC. SetSail also enriches contacts by writing to fields for title, phone number, department, and soon, job level and job function for contacts
How does the CRM Health Grader work?
The grader works by analyzing contact, opportunity, and activity records to look for missing records. It then uses this analysis to generate a score based on your level of missing data. The missing sales data is vital to the health of your organization since it is the information your team needs to improve sales performance.
How can I improve my score?
– Create (and enforce) data quality standards
– Automate data where possible
– After you check your score, the SetSail team can help you capture, centralize, and enrich your sales data
Want to learn more?
See the product in action with a live demo from a SetSail expert.
