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SetSail

Score10 out of 10

2 Reviews and Ratings

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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 rates — at scale and in real time.

Categories & Use Cases

Media

Screenshot of The Feed on SetSail's Rep View

Screenshot of The Feed on SetSail's Rep View

Key Features

Learn about the best (and worst!) features SetSail has to offer, as determined by TrustRadius' reviewers.
Based on 2 ratings of SetSail's features
View all features

Top Performing Features

  • Personalized dashboards

    Create custom dashboards and reports without the help of IT or administrators.

    Category average: 6.6

  • Color-coded scorecards

    Track and analyze performances with interactive, color-coded balanced scorecards.

    Category average: 7.6

  • KPIs

    Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

    Category average: 7.6

Areas for Improvement

  • TV streaming

    Results of competitions, along with other motivational and competitive material, can be televised. This may be a matter of digitally displaying the sales performance report (static), or may be more like a news report/continuous content feed.

    Category average: 7.5

  • Revenue Forecasting

    AI forecasting of future sales revenue.

    Category average: 7.8

  • Pipeline Analytics

    Provide the ability to rapidly visualize and identify pipeline changes.

    Category average: 7.6

Reviews

What users are saying about SetSail.
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A great way to drive traffic to your product and produce meetings that convert.

Incentivized
Kyle McCabe
SDR in Sales at Hubilo (201-500 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • Gamification
  • Analytics
  • Visual Models
  • Data Retrieval

Cons

  • Update Time

Return on Investment

  • Increased KPIs

SetSail is beneficial in tracking deal level engagement

Incentivized
Blake HammondView profile
Inside Sales Representative in Sales at SolarWinds (1001-5000 employees employees)

Use Cases and Deployment Scope

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.

Pros

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

Cons

  • 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

Return on Investment

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

Alternatives Considered

ZoomInfo Engage

Other Software Used

ZoomInfo SalesOS, Outreach, LinkedIn Sales Navigator

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