What level of flexibility does the system offer for customization?

Sales activity data can be generated by a wide range of tools. If you don't see your preferred email, calendar, call recording, sales engagement or other go to market tool in our supported environments, let us know. We're happy to discuss the integration options that are available to our customers.

SetSail is built from the beginning to make getting data into Salesforce a breeze. It automatically collects sales activity from across your sales tools and revenue teams. That data is organized and consistently synced to Salesforce. That means that every user has instant access to the data they need about what's happening in their deals -- all with no rep effort required. Integration with your go to market tech stack is simple. And because we're agnostic about which tools you use, it's simple for you to avoid lock-in to a call recording or sales engagement platform.

Your sales process is unique to your business. So, you should expect that the insights and metrics that you get from SetSail are tuned to your unique business. That's what SetSail provides -- dynamically tuned analysis of your deals, sales teams, accounts, and more. Not generic analysis. Not generalized metrics. SetSail learns what activities advance deals. It learns what metrics and milestones are important for your business. And then it pushes these insights to your team as they happen. That means that your team can take instant action on deal insights because they know the recommendations and insights are tuned to their business.