SetSail is beneficial in tracking deal level engagement
December 22, 2022

SetSail is beneficial in tracking deal level engagement

Blake Hammond | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SetSail

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 can track general customer engagement
  • Help with adding contact roles
  • Looks at who is getting in touch with prospects that aren't opps yet
  • 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.

Do you think SetSail delivers good value for the price?

Yes

Are you happy with SetSail's feature set?

Yes

Did SetSail live up to sales and marketing promises?

Yes

Did implementation of SetSail go as expected?

Yes

Would you buy SetSail again?

Yes

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.

SetSail Feature Ratings

Sales compensation plan creation
10
Complex sales crediting
10
Sales compensation process automation
10
Incentive auditing/regulation compliance
10
Sales compensation dashboards & forecasting
10
Incentive modeling
10
Agile incentive strategy
10
ICM mobile visibility
10
Sales contest templates
10
Custom sales contests
10
Team competitions
10
Multiple competitions
10
Contest flexibility
10
Sales rep view
10
Mobile game functionality
10
Game notifications & updates
10
Social competition / Game collaboration
10
Sales game integration to Salesforce
10
Sales performance reporting
10
TV streaming
10
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Key Performance Indicator setting
10
Benchmarking with external data
10
Revenue Forecasting
10
Pipeline Analytics
10