Name: SetSail
Rating: 10 (2 reviews)
Author: SetSail

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Desktop Publishing

Diagramming

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Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Cryptocurrency Mining

Online Trading

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Disaster Recovery as a Service (DRaaS)

Enterprise Flash Array Storage

Fraud Detection

IT Asset Management

In-Memory Databases

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Phishing Detection and Response

SIP Trunking

System Monitoring

Traffic Switching

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Digital Signage

Email Deliverability

Email Management

Email Marketing

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

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Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

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Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

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### Team Motivation and Engagement
Users generally praise SetSail for its ability to enhance team motivation and engagement. The platform's customizable features and competitive elements are highlighted as key drivers of increased activity and performance among team members. Users appreciate the visibility into their own and their colleagues' activities, which fosters a sense of healthy competition and accountability. While some users mention initial setup challenges and the need for clearer incentive systems, overall, SetSail is recognized for its positive impact on team motivation and engagement.

### Sales Competitions and Contests
User feedback on SetSail's sales competitions and contests functionality varies widely, with some praising its ability to drive healthy competition and team motivation, while others express concerns about setup and real-time scoring updates. While many users appreciate the fun and excitement that competitions bring to the team, some have highlighted issues with data refreshing and the need for more frequent score updates to enhance the competitiveness. Despite these challenges, SetSail's contests seem to effectively incentivize sales activities and foster collaboration among team members.

### Reward and Incentive Programs
Users generally praise SetSail for its effective reward and incentive programs, citing increased motivation and healthy competition as key benefits. The program's ability to provide clear visibility on individual and team performance, along with the enticing rewards such as gift cards and cash prizes, has been well-received. While some users have highlighted minor issues with support responsiveness and reward crediting delays, the overall consensus leans towards the positive impact of SetSail's reward and incentive programs in driving engagement and performance within sales teams.

### Sales Performance Management
Users generally praise SetSail for its ability to enhance sales performance and management through automated tracking and incentivization features. The platform's automated metrics tracking and leaderboard system are highlighted as key strengths, providing users with valuable insights into their performance against team goals and individual quotas. While some users have noted minor issues with data accuracy and integration with Salesforce, overall, SetSail is recognized for its effectiveness in driving productivity, improving engagement with revenue opportunities, and fostering healthy competition within sales teams.

### Sales Metrics and Tracking
Users generally appreciate SetSail's sales metrics and tracking features for their ability to provide real-time insights into key performance indicators and daily activities. While some users find the platform helpful in monitoring progress and staying on track, others mention occasional challenges with automatic tracking of certain metrics. Despite minor concerns, SetSail's sales metrics and tracking functionality is seen as a valuable tool for enhancing sales performance and driving healthy competition within teams.

### Sales Strategy and Execution
Users consistently highlight SetSail's sales strategy and execution as a key strength, emphasizing its ability to set clear goals, measure activities, and reward sales experiences effectively. The platform's feature of providing real-time updates on performance against quotas and facilitating coaching for improved seller attainment is particularly valued. Additionally, the collaborative approach between SetSail and sales organizations in incentivizing desired behaviors and adjusting strategies based on business needs is well-received. The platform's impact on tracking MBOs, leaderboard indicators, and providing insights into sales performance against quotas is seen as instrumental in enhancing overall sales effectiveness.

### CRM and Sales Automation
Users generally praise SetSail's automation capabilities for CRM and sales tasks. The platform's ability to automate data collection and integration with Salesforce CRM has been highlighted as a significant advantage. Users appreciate the ease of use and quick response from the SetSail team in customizing solutions for their specific CRM needs. While some users mention minor limitations such as the need for tighter integration with Salesforce CRM for gamification features, overall, SetSail's CRM and sales automation functionalities are viewed positively for streamlining processes and enhancing data-driven decision-making.

### Gamification in Sales
Users have varied opinions on SetSail's gamification and leaderboard features. While some appreciate the ability to track daily activities and the motivation provided by the leaderboard, others express concerns about the accuracy of scoring and the frequency of point updates. The gamification aspect seems to drive increased effort and engagement among users, with many finding it beneficial for incentivizing desired behaviors. However, there are also mentions of challenges such as scoring discrepancies and the need for more real-time updates. Despite these mixed sentiments, SetSail's gamification in sales capabilities appears to play a significant role in driving competition and performance within sales teams.

### Coaching and Leadership Development
Users generally praise SetSail for its effective coaching and leadership development features, noting that it provides valuable guidance and insights for managers to enhance team performance. The platform's ability to offer motivation and visibility into individual and team activities is seen as a significant benefit, helping drive accountability and results. While some users mention a learning curve in utilizing the tool, overall, SetSail is recognized for its contribution to fostering a culture of continuous improvement and driving value across different business segments.

### Customer and Prospect Interaction
Users generally appreciate SetSail's ability to enhance customer engagement and prospect outreach. The platform's features like tracking touchpoints, incentivizing outreach, and providing real-time analytics are well-received. However, some users have reported issues with automatic tracking and data accuracy, highlighting areas for improvement in customer and prospect interaction functionalities. Despite these challenges, SetSail's focus on driving customer and prospect engagement remains a key aspect of its appeal to users.

### Team Collaboration and Communication
Users consistently highlight SetSail's effectiveness in fostering collaboration and communication within their teams. The platform's ability to track and analyze team members' engagement levels has been instrumental in identifying areas for improvement and enhancing overall communication quality. Through features like real-time performance insights and personalized coaching recommendations, SetSail empowers teams to optimize their communication strategies and drive better collaboration outcomes.

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.

Intuitive User Interface: Users appreciate the intuitive and easy-to-navigate user interface of SetSail, with several reviewers mentioning this as a positive aspect. It has made tasks easier for them and provided a seamless experience while using the tool.

Motivating Gamification: The gamification aspect of SetSail, including leaderboards and prizes, is well-liked by users. Many reviewers find it exciting and enjoyable, making everyday tasks more engaging and motivating.

Tracking Activities and Progress: The ability to track daily activities and progress is highly appreciated by users. This feature helps them stay motivated and work harder towards their goals. Several reviewers mention that it provides direction and allows for healthy competition among peers.

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.

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Growth

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SetSail

Sales Performance Management

Likelihood to Recommend

Analytics and Reporting

Sales ICM

Sales Gamification

Personalized dashboards

Color-coded scorecards

KPIs

Key Performance Indicator setting

Benchmarking with external data

Revenue Forecasting

Pipeline Analytics

Sales compensation plan creation

Complex sales crediting

Sales compensation process automation

Incentive auditing/regulation compliance

Sales compensation dashboards & forecasting

Incentive modeling

Agile incentive strategy

ICM mobile visibility

Sales contest templates

Custom sales contests

Team competitions

Multiple competitions

Contest flexibility

Sales rep view

Mobile game functionality

Game notifications & updates

Social competition / Game collaboration

Sales game integration to Salesforce

Sales performance reporting

TV streaming

The Definitive Guide to Signal-based Selling

How SentryOne shifts sales into next gear with SetSail

Features around incentive compensation management for sales

Easy for Sales to create incentive compensation plans without IT assistance.

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

Features related to gamifying sales operations.

Includes pre-designed sales competitions based on common sales goals and KPIs.

System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.

Enables contests involving groups of employees playing against one another, rather than one-on-one competitions or every rep for themselves (as with a leaderboard).

Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.

Administrators can make adjustments to competition design, duration, etc. as needed, allowing sales managers to test and modify different competitive dynamics for agile improvement. Also helps keep contests aligned with current company goals.

Sales reps have their own profiles/personal view of the platform to monitor performance, progress, and goals. May include mini-games or coaching; often mobile access is important.

Users can view results or participate in games and contests on their mobile devices.

Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.

There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.

Pulls sales performance data and details from Salesforce CRM.

Gamification software reports on individual and team sales results in an engaging, clear, and simple way.

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.

Dashboards and scorecards for KPI monitoring and benchmarking

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

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

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

Ability to set key performance indicators for measuring progress towards goals.

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Provide the ability to rapidly visualize and identify pipeline changes.

SetSail 2022-12-16 08:47:05

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SetSail 2022-12-15 16:23:30

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Sales Performance Management Software

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.

SetSail

Overview

What is SetSail?