Is there a centralized log for tracking communication history with leads and clients?
Because SetSail automatically tracks and syncs rep activity to Salesforce and other data stores, your team has a centralized log of communication with leads and clients. The activity feed is logged on the correct Salesforce records, showing every call, transcript, and email -- all without rep intervention. The result is that activities are logged in a much more consistent, accurate, and complete way than alternatives.
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.
