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RevOps Software | Sales Activity Tracking | SetSail

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Sales Data Layer

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## Free CRM Health Grader

Find and fix your worst CRM data challenges. See how much data is missing from your Salesforce and how it could be hurting your revenue.

Get my score

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How it works

Get an accurate view of all rep activity

Sync Activities to Salesforce

Know what selling behaviors drive revenue

Manage Rep Performance

Use signals, insights, and incentives to boost results

Sales AI Platform

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How SetSail Works

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How it works

The AI analyst for revenue teams

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Our Solutions

Automate MEDDIC Analysis

Get deal insights from every interaction

Know What Rep Activities Win

Copy the behavior of your top performing sellers

Prepare for Sales Meetings

Know what's happening in every deal and what to do in your next call

Ask Me Anything

Chat-based revenue intelligence. No dashboard required.

Resources

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Content

Blog

Get the latest on sales and RevOps

RevOps Salary Guide

See up-to-date salary benchmarks and learn how to build your team or grow your RevOps career

Salesforce Data Quality Checklist

Use these 12 metrics to identify missing, outdated, or duplicate Salesforce data that’s holding you back.

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Customer Stories

Moogsoft

How visibility into sales data supported Moogsoft’s near 200% YoY growth

Extreme Networks

How Extreme Networks centralized sales data from their entire RevOps tech stack

Syncari

How Syncari increased meetings per rep by 80% overall and 200% with VPs+

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Newsletter

The Beacon

Sign up for our newsletter with weekly insights for data-led revenue and operations leaders.

More Info

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Use cases

SetSail for Sales Leaders

Know what works. Drive more sales.

SetSail for RevOps

Turn data into revenue.

SetSail for Sales enablement

Drive better sales performance.

SetSail for sales Reps

Support sales with data and insights.

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Other

Contact

Connect with us to get more info about SetSail

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# Why Reps Win

Give your sales teams just-in-time insights that turn actions into wins.

The InterTech deal is at risk!

Here’s a MEDDICC analysis…

Next: meeting with CRO

Here’s what to focus on…

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What else do you want to know?

What’s our Q3 pipeline look like?

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## Trusted by data-driven sales leaders

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## SetSail pushes deal alerts, meeting prep, MEDDICC analysis, and other insights that help reps win.

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

## Know what’s really happening, not just what’s in your CRM

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Built on your sales data.

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Tuned to your business.

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Ready for you 24/7.

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## Get a foundation of accurate, complete sales data

Automatically capture and organize activity data from across your GTM tech stack — accurately, completely, and securely.

### A CRM full of activity

Sync contacts and activities back to your source of truth — no rep effort required.

Learn more

### Ready for analysis

Detect signals in your data that give deeper insights — with AI or your own analysis.

Learn more

## Send Insights That Sellers Will Actually Use

Push just-in-time analysis that helps sellers get prepped for every meeting, stay on top of risky deals, and move accounts forward with recommended next steps.

See how

## Duplicate Your Top Performers

Know what your best reps do, and reinforce those best practices with automated alerts and notifications. Dive deep into analysis to coach better with less micromanaging.

See how

## High-growth sales teams around the world love SetSail

"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, OutSystems

"SetSail gives me insights into what activities actually lead to results."

Scott Keane

VP, Global Sales Development, Databricks

"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

"SetSail creates a sales data foundation that drives insights across the business."

Jason Mead

VP, Global Revenue Operations

"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, Extreme Networks

SetSail gives us visibility we wouldn’t have had otherwise. I would highly recommend it to any sales leader.

Scott H. Edmunds

CRO, Syncari

## Common questions

How can you increase sales rep performance with better insights into deals and accounts? We’ve got the answers.

To knowledge base

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.

Is SetSail secure?

Our infrastructure and data are spread across AWS zones to ensure our services will continue even if one of those data centers fails. All of our servers are in our own virtual private cloud (VPC) with network access control that prevents unauthorized access.

In addition, we have SOC 2 Type 2 certification and conduct regular third-party penetration testing to identify and mitigate potential vulnerabilities.

Is SetSail using OpenAI/ChatGPT?

Yes, SetSail uses OpenAI's large language model (LLM). SetSail's AI model is unique, however. It's been trained on hundreds of the most common sales questions and it's tuned to every customer's specific sales process and sales data.

What data can SetSail automatically log?

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.

How is SetSail using AI?

SetSail is an AI sales tool that uses OpenAI's large language model (LLM) to turn questions into SQL queries which it runs against your sales data and delivers the response in natural language. SetSail also uses AI to analyze sales email contents, meeting transcripts, contact details, calendar invites, SFDC data, SetSail signals, and more.

How is SetSail different from other software?

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

## Want to read more?

View all

### Get AI-Powered Sales Insights Pushed to You With Notifications

Stay in control of your deals by creating email or Slack notifications from any question you ask SetSail.

Continue reading

### SetSail AI Gets Sellers Ready for Every Sales Meeting

Meeting Prep, the latest feature of SetSail AI, gives sellers deal analysis, context, and insights ahead of sales calls to help them crush every meeting and move deals to close.

Continue reading

### SetSail AI Pinpoints What Sales Reps Should Do to Win More

SetSail AI now analyzes activity data to find the specific rep behaviors that increase win rates and unstick stuck deals.

Continue reading

## Get Started – and Get Sales on Track

Push insights that close more deals. Right to sellers where they work: in email, Slack, the browser, and Salesforce.

Contact us

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