People.ai vs. SetSail

I've been using People.ai for a bit now, and I've been consistently impressed. I use it to track how my team is doing, how my clients are doing, and how I'm doing. I can create custom dashboards with any metric I want to see. I can set goals, and they'll track my progress towards those goals. I can set up competitions between my team, and they'll tell me who's winning and who's losing. You can share these dashboards with your team, which means that everyone can see how everyone else is doing.

Incentivized

SetSail is perfect for a mid to large sized sales organization that would like to spark a greater sense of competition amongst their sales team. If your sales team isn't that size then it would seem fairly redundant to use this software with your reps as there will not be as much competition driving the results that SetSail is intended for.

Incentivized

• Their Deal Room presents times when you are multi-threaded, engaged with executives, and have an upcoming meeting scheduled rather than stalking your reps calendar and salesforce activities.
• They allow you to create areas performance dashboard with custom KPIs you want to measure

Incentivized

• View which opps are connected
• See engagement with customers
• Look at multiple reps engagement

Incentivized

• It's beneficial if we receive the report on a daily basis. I don't know if that is something to do with the settings. But for some reason, I am only getting it on a weekly or sometimes twice a week report.

Incentivized

• 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

Incentivized

The easiest comparison would be to email automation vendors like a SalesLoft, Outreach, or Groove. But People.ai doesn't have a template email send like a sequence or cadence feature you would find with them. It is more of a compliment to the email automation vendors than a competitor in my opinion. We want our SDRs to have the ability run sizable outbound campaigns so they still use Outreach. However, we deactivated the Outreach activity sync and run activity syncing through People.ai. If someone gets added into the email CC, People.ai will grab that person and create them as a contact against the matching Salesforce account. For our Sales reps, we want them to have the ability to track opens, link clicks, and send templated emails so we have them use Groove. Again, we deactivated the Salesforce sync and use People.ai syncing. This is a great way to automate the pain away from creating Opportunity Contact Roles and create all relevant contacts in Salesforce from CC's on emails to people added last minute on a calendar invite. My favorite part is how it ingests data directly from Google and doesn't allow a Sales Rep to not to sync an activity to Salesforce, it happens automagically

Incentivized

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

Incentivized

• People.ai has helped our business meet and prove through data that we are improving our Sales Rep's time spent on selling activities, a key metric for our transformation. People.ai reduced the amount of manual entry required by the reps, giving back time, and the data capture was able to show that since turning on People.ai, the reps have jumped in their external engagement by 10%.

• Much more data to see into opps
• ability to see engagement
• improvement on forecasting

Incentivized