How does your software enable the tracking of sales team activities on a day-to-day basis?
SetSail automatically collects every email, call transcript, calendar, and other sales data from your sales activities. Customers connect SetSail with their go-to-market stack tools, like Gong, Outreach, Salesloft, and Chorus. SetSail then accurately gathers the information with no rep action required. Complete, consistent sales data gets pushed to your Salesforce instance or data lake, such as Snowflake or Databricks.
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.
