SetSail

SetSail is a company that provides customizable signals, insights, and incentives to improve sales representative productivity. It offers a free CRM Health Grader to identify and fix CRM data challenges, and provides AI-powered notifications to email or Slack. SetSail automatically captures and organizes activity data from across the GTM tech stack and uses AI to analyze sales email contents, meeting transcripts, contact details, calendar invites, and SFDC data. The company holds SOC 2 Type 2 certification and conducts regular third-party penetration testing. Utilizing OpenAI’s large language model (LLM), SetSail turns questions into SQL queries and logs all relevant emails, meetings, and contacts back to CRM. It enriches contacts by writing to fields for title, phone number, department, and soon, job level and job function. SetSail offers a chat-based revenue intelligence interface with no dashboard required and a Salesforce Data Quality Checklist with 12 metrics to identify missing, outdated, or duplicate Salesforce data. The company helps sales teams prepare for meetings with AI-powered insights and pushes deal alerts, meeting prep, MEDDICC analysis, and other insights to help reps win. SetSail has increased pipeline for a Fortune 500 company by 24%, boosted win rate for a unicorn cybersecurity company by 29%, and improved quota attainment for mid-performing reps by 23%. It provides a foundation of accurate, complete sales data and syncs contacts and activities back to the source of truth with no rep effort required. SetSail detects signals in data that give deeper insights with AI or user analysis and pushes just-in-time analysis to help sellers get prepped for meetings and stay on top of risky deals. The company helps duplicate top performers by reinforcing best practices with automated alerts and notifications. SetSail offers a RevOps Salary Guide with up-to-date salary benchmarks and provides a CRM Health Grader for RevOps and Salesforce agencies as a free service. It centralizes sales data from the entire RevOps tech stack and has increased meetings per rep by 80% overall and 200% with VPs+ for Syncari. SetSail supported Moogsoft’s near 200% YoY growth with visibility into sales data and helps sales teams track deal progress and account health. It provides a Sales Data Layer to capture and sync sales data and helps avoid Salesforce data duplication with automated activity capture and enrichment. SetSail also offers a Beacon newsletter with weekly insights for data-led revenue and operations leaders.