SETSAIL FOR SALES LEADERS
Stay in control of every deal and every team
Have a complete and accurate view of what’s happening in your sales organization. Get intelligent alerts about your pipeline and rep performance, and push insights to sellers that accelerate deals.
SETSAIL FOR SALES LEADERS
Stay in control of every deal and every team
Have a complete and accurate view of what’s happening in your sales organization. Get intelligent alerts about your pipeline and rep performance, and push insights to sellers that accelerate deals.
Data is the heart of a high velocity SaaS and subscription business. SetSail creates a healthy data foundation that drives forecast, demand generation, and insight across the business.
Jason Mead
VP, Global Revenue Operations
SetSail has helped us incentivize the right sales motions for our sales team, allowing us to drive awareness around what actions are most important for them to take in their role.
Mallory Sullivan F.
Director, Program Sales Scaled Sales - NAMER LinkedIn Marketing Solutions
We now have a clear view of all activities and their impact. We can easily identify which sales team members are working hard to lead to long-term engagement and success.
Scott Allison
VP of Sales
FAQs
SetSail integrates with all major B2B engagement platforms, including revenue intelligence tools like Gong and Outreach. Used in isolation, most RevOps technology actually creates more silos. SetSail captures sales data from every source and makes it available wherever you need it, so the more tools already in your tech stack, the more data SetSail can collect, centralize, and add insights to!
SetSail can be used to track deal progress and account health, but it is not a dedicated forecasting tool. However, forecasting tools require complete and accurate data to work. As such, most revenue teams who have a forecasting tool also use a data capture and enrichment tool like SetSail.
SetSail automatically logs all relevant emails, meetings, and contacts back to your CRM. SetSail also writes contact details like job title, job function, email address, and phone number to the contact entity in your CRM.
1. SetSail has better privacy and security controls
2. SetSail has better data quality and accuracy
3. SetSail is more configurable in complex SFDC environment
No. SetSail can detect missing fields and contacts, as well as inaccuracies in contact and account data, and rectify them before SetSail begins adding new data
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