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SetSail Reviews and Ratings

Rating: 10 out of 10
Score
10 out of 10

Community insights

TrustRadius Insights for SetSail are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

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.

Reviews

2 Reviews

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

Rating: 10 out of 10
Incentivized

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

Likelihood to Recommend

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.

SetSail is beneficial in tracking deal level engagement

Rating: 10 out of 10
Incentivized

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

Likelihood to Recommend

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.