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SetSail

See every rep activity. Know what’s effective. Drive more revenue.

Overview

  • Get a complete and accurate view of all activity across your go-to-market teams. Capture every relevant activity and contact from emails, calendar invites, meetings, and more.

  • See what’s happening in every deal and how to advance them. Track the leading indicators that truly drive more sales, and measure opportunity health according to the milestones that matter.

  • Track, coach, and improve sales performance in one place with a customizable targets dashboard. Monitor traditional metrics, like bookings and pipeline, and leading indicators like multi-threaded deals or specific personas engaged.

  • Guide rep behaviors with contests that reward what wins. Create weekly SPIFFs to incentivize high-value activities, and share leaderboards to encourage healthy competition across your teams.

SetSail’s Sales Data Platform helps Revenue and RevOps leaders at companies like LinkedIn, Spotify, and OutSystems radically increase rep performance. The platform captures, enriches, and interprets sales data across go-to-market teams and tools. It uses advanced AI to gain deep insights into sales execution so leaders can see every rep activity, know if reps are doing the right behaviors, and drive more revenue. See Every Rep Activity Gain visibility into every rep activity on every deal with a complete view of rep performance and deal progress. Get an accurate picture of every meeting, email, and contact that’s been created and added to Salesforce. Know if Reps Are Doing the Right Things Track the most effective sell behaviors for your organization so you can stay on top of reps, deals, and accounts to generate sales. Go beyond basic activity metrics and track the leading indicators that actually drive more revenue. Drive More Revenue Use customizable signals, insights, and incentives to improve rep productivity and close more deals faster. Track leading and lagging indicators against a single Performance Score to see how reps are progressing toward their goals.

Categories

Business Needs
Sales
Sales Intelligence
Dashboards & Reports
Industries
Financial Services
High Tech
Public Sector
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package