Skip to main content
TrustRadius
SetSail

SetSail

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…

Read more

Learn from top reviewers

Return to navigation

Pricing

View all pricing
N/A
Unavailable

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

4 people also want pricing

Alternatives Pricing

What is Salesforce Spiff?

Spiff headquartered in Sandy offers their sales commission engine and automation platform, providing a personalized performance dashboard for individual contributors, commission plan building tools, approval workflow for commission plans, and integrations with payment (e.g. Stripe, Paypal), as well…

What is Oracle Sales?

Oracle Sales guides sellers with intelligent recommendations to help them focus on the most valuable prospects at the right time. These machine learning-based CRM selling tools center around clean, complete customer data from internal and external sources.

Return to navigation

Product Details

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

Screenshot of The Feed on SetSail's Rep View

SetSail Integrations

SetSail Competitors

SetSail Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(2)

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!

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:

  1. 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.

  2. 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.

  3. 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

A great way to drive traffic to your product and produce meetings that convert.

Rating: 10 out of 10
December 22, 2022
KM
Vetted Review
Verified User
SetSail
1 year of experience
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
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.
Sales ICM (8)
100%
10.0
Sales compensation plan creation
100%
10.0
Complex sales crediting
100%
10.0
Sales compensation process automation
100%
10.0
Incentive auditing/regulation compliance
100%
10.0
Sales compensation dashboards & forecasting
100%
10.0
Incentive modeling
100%
10.0
Agile incentive strategy
100%
10.0
ICM mobile visibility
100%
10.0
Sales Gamification (8)
100%
10.0
Sales contest templates
100%
10.0
Custom sales contests
100%
10.0
Team competitions
100%
10.0
Multiple competitions
100%
10.0
Contest flexibility
100%
10.0
Sales rep view
100%
10.0
Social competition / Game collaboration
100%
10.0
Sales performance reporting
100%
10.0
Analytics and Reporting (4)
100%
10.0
Personalized dashboards
100%
10.0
KPIs
100%
10.0
Key Performance Indicator setting
100%
10.0
Benchmarking with external data
100%
10.0
  • Increased KPIs
Same Company

SetSail is beneficial in tracking deal level engagement

Rating: 10 out of 10
December 22, 2022
BH
Vetted Review
Verified User
SetSail
2 years of experience
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 is a great tool that helps the end user determine how engaged the sales opp is. This can support with management in forecasting a deal or not. It can show where there is room for growth and improvement. The tools is really helpful to look at an org level as well.
Sales ICM (8)
100%
10.0
Sales compensation plan creation
100%
10.0
Complex sales crediting
100%
10.0
Sales compensation process automation
100%
10.0
Incentive auditing/regulation compliance
100%
10.0
Sales compensation dashboards & forecasting
100%
10.0
Incentive modeling
100%
10.0
Agile incentive strategy
100%
10.0
ICM mobile visibility
100%
10.0
Sales Gamification (12)
100%
10.0
Sales contest templates
100%
10.0
Custom sales contests
100%
10.0
Team competitions
100%
10.0
Multiple competitions
100%
10.0
Contest flexibility
100%
10.0
Sales rep view
100%
10.0
Mobile game functionality
100%
10.0
Game notifications & updates
100%
10.0
Social competition / Game collaboration
100%
10.0
Sales game integration to Salesforce
100%
10.0
Sales performance reporting
100%
10.0
TV streaming
100%
10.0
Analytics and Reporting (7)
100%
10.0
Personalized dashboards
100%
10.0
Color-coded scorecards
100%
10.0
KPIs
100%
10.0
Key Performance Indicator setting
100%
10.0
Benchmarking with external data
100%
10.0
Revenue Forecasting
100%
10.0
Pipeline Analytics
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.
Return to navigation