TrustRadius Insights
SetSail is a versatile tool that has been highly appreciated by users for its ability to incentivize and boost productivity. Users have …
Overview
What is SetSail?
SetSail is a signal-based selling platform that uses AI and behavioral science to turn sales data into better sales behaviors. The vendor states CROs and Sales VPs at companies like Dropbox, Cisco, Hubspot, and Lyft use SetSail to automate sales…
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What is SetSail?
SetSail is a signal-based selling platform that uses AI and behavioral science to turn sales data into better sales behaviors. The vendor states CROs and Sales VPs at companies like Dropbox, Cisco, Hubspot, and Lyft use SetSail to automate sales programs, improve rep behaviors, and increase win…
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Integrations
- Competitors
- Tech Details
- Downloadables
What is SetSail?
SetSail is a signal-based selling platform that uses AI and behavioral science to turn sales data into better sales behaviors. The vendor states CROs and Sales VPs at companies like Dropbox, Cisco, Hubspot, and Lyft use SetSail to automate sales programs, improve rep behaviors, and increase win rates — at scale and in real time.
SetSail Features
- Supported: Automated sales data capture
- Supported: Buying signal discovery via machine learning
- Supported: Micro-incentives
- Supported: Buying signal tracking
SetSail Screenshots
SetSail Integrations
- Outreach
- Zoom Workplace
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Gmail
- Outlook
- Gong
- SAP
SetSail Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Languages | English |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
SetSail is a versatile tool that has been highly appreciated by users for its ability to incentivize and boost productivity. Users have found SetSail particularly useful in helping them stay on track with their KPIs and increasing their overall productivity. By providing automation features, SetSail allows data science teams to collect reliable records without disrupting sellers' workflow, making it easier for them to make data-driven decisions.
One of the key use cases of SetSail is its ability to help users identify areas of focus and determine effective strategic approaches. This enables them to optimize their sales efforts and achieve successful outcomes such as reaching higher levels in an organization, scheduling more meetings, and building better deal plans. Users appreciate the motivation and competitiveness that SetSail brings, driving them to reach out to more prospects, improve communication, and ultimately meet their sales targets.
Another important use case of SetSail is its capability to provide valuable insights and tracking metrics that are not easily available in other tools. Users have found SetSail to be an easy way to track overall sales effort, measure performance against top performers on their team, and gain visibility into leading and lagging indicators of deal creation and progression. This promotes self-improvement, healthy competition, and accountability within the sales team.
Additionally, SetSail has proven instrumental in helping remote sales teams identify gaps in sales behavior and upgrade customer communication. It provides an extra boost of motivation and accountability, especially in remote work environments where maintaining focus and engagement can be challenging. Users have also found SetSail helpful in tracking engagement with existing opportunities, forecasting outcomes, and providing support from managers to end-users.
With its ability to automate tasks accurately, boost engagement with prospects and customers, incentivize effort and outputs, offer coaching insights, promote best practices, streamline systems, and manage Salesforce integration effectively - SetSail solves various problems for organizations seeking improved productivity and revenue growth.
Users of SetSail have made the following recommendations based on their experience with the platform:
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Customizing the scoring system: Users recommend customizing the scoring system in SetSail to align with their CRM, tools, and engagement strategies. This allows for a more tailored approach that reflects the specific needs and goals of their sales organization.
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Spending substantial time iterating and testing signals: Reviewers advise investing a significant amount of time in iterating and testing signals within SetSail. By doing so, users can fine-tune the platform to effectively achieve their desired outcomes and ensure maximum performance.
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Increasing activity and boosting team morale: Many users find that SetSail serves as a great sales platform for promoting healthy competition and boosting team morale. They recommend using the platform to incentivize and recognize achievements, which leads to increased activity levels within the sales organization.
By implementing these recommendations, users can optimize their experience with SetSail and enhance their sales performance.
Reviews
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
SetSail was used to measure activities amongst the entire Sales Organization and provide visuals of our performance. The leaderboard incentivized us to increase our numbers so that we can win the competition at the end of the week. It was also an effective tool in being able to analyze which areas of our outreach had been lacking for the week.
- Gamification
- Analytics
- Visual Models
- Data Retrieval
- Update Time
100%
10.0
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100%
10.0
- Increased KPIs
Same Company
December 22, 2022
SetSail is beneficial in tracking deal level engagement
Setsail assists in tracking the engagement with our existing opportunities. This can help us show the most active client reviews. The tool helps us navigate how an oppurtunity may turn out and support with forecasting. There are a lot of behind the scenes data to look at and support from the manager all the way to end user.
- View which opps are connected
- See engagement with customers
- Look at multiple reps engagement
- SetSail can track general customer engagement
- Help with adding contact roles
- Looks at who is getting in touch with prospects that aren't opps yet
100%
10.0
100%
10.0
100%
10.0
- Much more data to see into opps
- ability to see engagement
- improvement on forecasting
Yes we work with a few different tools including setsail, outreach and ZoomInfo. There are many other tools but we haven't considered too many to look at a t all. Not sure if these tools are directly go against setsail but they work hand in hand with our salesforce application.