SetSail
Overview
SetSail is a company that provides AI-driven sales performance management and revenue intelligence solutions. Their platform is designed to enhance sales team productivity by capturing and analyzing sales activity data, providing actionable insights, and automating manual tasks. SetSail's tools are aimed at improving sales outcomes by offering just-in-time insights, deal alerts, and performance tracking.
Industry: Sales Technology
Ideal Customer Profiles: SetSail's ideal customers are data-driven sales leaders and high-growth sales teams in industries such as technology, cybersecurity, and enterprise software. These customers are looking to improve sales performance, increase pipeline visibility, and leverage AI for sales insights.
Website: setsail.co
LinkedIn: http://linkedin.com/company/setsail
Twitter: http://twitter.com/setsailco
Products
Sales Activity Tracking
SetSail's Sales Activity Tracking automatically captures and organizes sales activity data from across the GTM tech stack, ensuring accuracy and completeness without requiring manual input from sales reps.
Features
Automatic Data Capture
Description: This feature automatically captures sales activities such as emails, meetings, and contacts, ensuring that all relevant data is logged without manual effort from sales reps.
Benefit: Users benefit from having a complete and accurate record of sales activities, which enhances data reliability and reduces administrative burden.
CRM Synchronization
Description: The feature synchronizes captured sales activities back to the CRM, ensuring that the CRM remains the single source of truth for sales data.
Benefit: This ensures that sales data is always up-to-date and accurate, facilitating better decision-making and reporting.
AI Revenue Intelligence
SetSail's AI Revenue Intelligence uses AI to analyze sales data and provide insights into what actions lead to successful sales outcomes, helping to duplicate the success of top-performing reps.
Features
Actionable Insights
Description: This feature provides insights into which sales activities are most effective, based on analysis of historical sales data and top-performing reps' behaviors.
Benefit: Sales teams can focus on high-impact activities, improving overall sales performance and efficiency.
Best Practices Reinforcement
Description: The feature identifies and reinforces the best practices of top-performing sales reps through automated alerts and notifications.
Benefit: This helps to standardize successful sales behaviors across the team, leading to improved sales outcomes.
Sales Performance Management
SetSail's Sales Performance Management offers customizable signals, insights, and incentives to improve sales rep productivity and close deals faster.
Features
Customizable Signals and Insights
Description: This feature allows sales leaders to customize performance signals and insights to align with their specific sales processes and goals.
Benefit: Sales teams can receive tailored feedback and guidance, leading to more effective sales strategies and improved performance.
Incentive Management
Description: The feature enables the creation of incentives such as SPIFFs to motivate sales reps to focus on high-value activities.
Benefit: Incentives drive desired sales behaviors, increasing motivation and productivity among sales reps.
Sales Data Capture
SetSail's Sales Data Capture provides a unified view of sales activities across the tech stack, ensuring complete and accurate data collection for better sales insights.
Features
Unified Data Capture
Description: This feature captures sales activity data from various tools and teams, ensuring that all relevant data is collected and organized in a unified manner.
Benefit: Users gain a comprehensive view of sales activities, enabling more informed decision-making and strategy development.
Data Integration
Description: The feature allows for the integration of captured sales data into existing systems such as data lakes or Salesforce for further analysis and reporting.
Benefit: This ensures that sales data is easily accessible and usable for various business intelligence and reporting needs.
Salesforce Data Sync
SetSail's Salesforce Data Sync ensures that CRM data is complete, accurate, and enriched with current contact information, eliminating data gaps.
Features
Comprehensive Data Sync
Description: This feature synchronizes all sales activities and contacts with the correct accounts or opportunities in Salesforce, ensuring data completeness and accuracy.
Benefit: Users can trust their CRM data, leading to more reliable sales forecasts and performance assessments.
Critical Data Capture
Description: The feature captures critical sales data from various sources such as call transcripts, emails, and calendar events, and automatically syncs it to the CRM.
Benefit: This ensures that all important sales interactions are recorded and accessible, enhancing sales process transparency and effectiveness.
Quantitative Benefits
"24% increase in pipeline for Fortune 500 company"
"29% higher win rate for unicorn cybersecurity company"
"23% boost in quota attainment for mid-performing reps"
"SetSail makes my life as a new manager much easier. I love the fact that I can look at one screen to make sure my reps are capturing all they should be when dealing with their customers."
"Syncari increases meetings per rep per week by 80"
Source: Sales Data Platform | SetSail
Testimonials
"SetSail gives us visibility we wouldn't have had otherwise. I would highly recommend it to any sales leader."
Scott H. Edmunds, CRO at Syncari
"SetSail made my life as a new manager much easier. I always knew my reps were doing the right things when dealing with customers."
Linda Peters, Sales Manager at Extreme Networks
"SetSail creates a sales data foundation that drives insights across the business."
Jason Mead, VP, Global Revenue Operations
"SetSail has helped drive awareness of the most critical actions and change actual rep behaviors."
Mallory Sullivan F., Director, Program Sales Scaled Sales - NAMER LinkedIn Marketing Solutions at LinkedIn
"SetSail gives me insights into what activities actually lead to results."
Scott Keane, VP, Global Sales Development at Databricks
"SetSail helps us power the entire sales cycle with AI and take manual tasks out of the hands of sales reps."
Terry Green, Senior Director of Sales Operations at OutSystems
"SetSail makes my life as a new manager much easier. I love the fact that I can look at one screen to make sure my reps are capturing all they should be when dealing with their customers."
Linda Peters, Service Sales Manager at Extreme Networks
"Having a single point of contact (whether it is Kate or Logan) who we have regular cadence calls with is so beneficial. It is very reassuring to know that, at any point, we can go to them and change or add anything to the metrics that have been set up to ensure that it is meeting our specific managerial needs."
Linda Peters, Service Sales Manager at Extreme Networks
"Also, one of the overall best values of SetSail is it allows us to see what is being actioned instead of taking the reps' word of mouth."
Linda Peters, Service Sales Manager at Extreme Networks
"We are able to use the accurate metrics that SetSail provides when conducting individual coaching as we walk through what initiatives are falling through the cracks and provide helpful feedback."
Linda Peters, Service Sales Manager at Extreme Networks
"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
Source: Sales Data Platform | SetSail
"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
Source: Sales Data Platform | SetSail
"SetSail is helping us to make sure that we were doing the right sort of activities in the right amount to yield and build pipeline."
Mike Liranzo, Head of Global Sales Development at Productboard
"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 at LinkedIn
Customer Stories
Extreme Networks
Problem: Needed to improve sales rep performance
Value Add: SetSail provided visibility into rep activities and ensured reps were doing the right things when dealing with customers
Outcome: Made life as a new manager much easier by providing insights into rep activities
Syncari
Problem: Lacked visibility into sales activities
Value Add: SetSail provided visibility that they wouldn't have had otherwise
Outcome: Improved visibility into sales activities, leading to a strong recommendation from the CRO
Problem: Needed to drive awareness of critical actions and change rep behaviors
Value Add: SetSail helped drive awareness of the most critical actions
Outcome: Changed actual rep behaviors in sales activities
Databricks
Problem: Lacked insights into activities that lead to results
Value Add: SetSail provided insights into what activities actually lead to results
Outcome: Improved understanding of effective sales activities
OutSystems
Problem: Needed to automate manual tasks for sales reps
Value Add: SetSail powered the entire sales cycle with AI
Outcome: Took manual tasks out of the hands of sales reps, improving efficiency
Moogsoft
Productboard
Problem: Ensuring the right activities were being done in the right amount to yield and build pipeline.
Value Add: SetSail helped ensure that the sales team was doing the right sort of activities in the right amount.
Outcome: Improved pipeline building and yielding through proper activity management.
LinkedIn Marketing Solutions
Problem: Needed to drive awareness around what actions are most important for the sales team to take in their role.
Value Add: SetSail helped incentivize the right sales motions for the sales team.
Outcome: Increased awareness and focus on the most important actions for the sales team.
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