Board vs. SetSail

Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The user interface is intuitive and easy to navigate
• You don't need programming knowledge to create dashboards which is a great flex for non-technical users
• You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly
• The financial forecasting that Board provides post-analysis is truly reliable

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
• We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

From a user perspective, Board is quite simple to use. You
can evaluate the presentation of the data, the navigation, the configuration of
the users, the selection of the data etc ... It would have a better rating if
it were even more intuitive as regards the construction of a project, starting
from the database, to the info-cubes, to entities, to data acquisition
procedures from other servers.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

very fast and no integration problems

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The only time I needed assistance was due to a problem in
the prints: the colors of the brochures as they were on the screen were not
reproduced in the print, but a series of standard colors were reproduced. This
fact made colored numbers on a colored background illegible. From the
assistance they confirmed that it was a problem of version 10.2 that occurred
when leaving the brochures with the default colors proposed by Board. To obtain
the desired colors, they had to be personalized ... I didn't like the solution
very much and the technician who recommended it didn't like me either, but they
would have solved the problem with the following versions. In any case, the
assistance was quick and effective even if not exactly efficient.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The problem of user profiling in our context is certainly
quite complex. The complexity is given by the fact that the company is divided
territorially into logistic points of sale, but at the same time they are
virtually divided into divisions (or specific implementation areas) and points
of sale of competence. The same operator can have access to data at different
logistic sales points, sales points of competence and divisions.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Board has been more complete when compared to Anaplan. Although I didn't participate in the buying decision of any of those products I have used both and by far Board just has more features. It's more than a CPM, it's BI and CPM put together. If I had to make a choice now it would be Board.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Board facilitates proactive decision making - it gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports.
• Easy to use for non-programmer and integration with other software is seamless. It has [the] ability to handle large amounts of data.
• It facilitates advanced decision-making.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info