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What is SetSail?

Leverage the potential of machine learning to enhance the effectiveness of your sales team. Initially, SetSail streamlines the process by automatically collecting and refining your customer and activity data, freeing your team from this tedious task. We then develop a bespoke machine learning model specifically designed for your organization, which evaluates the health of accounts and deals by analyzing CRM data alongside the sentiment conveyed in communications, utilizing cutting-edge natural language processing (NLP) techniques. Our models prioritize objective metrics, such as the sentiment displayed during customer engagements, rather than merely depending on subjective evaluations like deal stages. With the strength of our machine learning engine, SetSail delivers actionable insights that empower sales representatives, managers, and executives to keep track of pipeline health in real-time. This comprehensive tool enables detailed analysis of data based on representative performance, deal specifics, account attributes, and conversation topics, helping you identify performance-related issues and barriers to closing sales. By swiftly recognizing and addressing these weaknesses, you can protect your revenue and refine your sales strategy for improved outcomes. Additionally, being proactive in identifying potential challenges can boost team morale and promote a culture of ongoing enhancement, ultimately driving success. The integration of such technology not only aids in immediate problem-solving but also positions your organization for sustained growth and adaptability in an ever-changing market landscape.

What is Backstory?

Backstory is an AI-powered revenue intelligence platform built to give sales organizations deeper visibility into deals, accounts, pipelines, forecasts, and customer engagement. It connects with existing CRM, email, calendar, meeting, and sales applications to collect account activity without requiring representatives to manually enter every interaction. Calls, meetings, stakeholders, and other engagement signals can be automatically associated with the relevant opportunities and accounts. The platform analyzes this information alongside historical sales patterns to evaluate deal health and estimate the likelihood that an opportunity will close. Revenue teams can use the resulting insights to identify risks, stalled deals, missing contacts, coverage gaps, bottlenecks, and potential expansion opportunities. Stakeholder mapping helps sellers understand the people involved in each buying process and determine whether important decision-makers or influencers are missing. Backstory also generates deal-specific recommendations that suggest possible next steps based on buyer activity and the context surrounding an opportunity. AI sales coaching capabilities can help representatives evaluate their approach and improve execution without relying solely on periodic manager reviews. Sales leaders and revenue operations teams can use forecasting and pipeline management features to compare opportunities, monitor changes, and improve visibility into expected revenue. The platform also supports renewal and retention use cases by applying account activity intelligence to existing customer relationships. Backstory is intended for organizations that want to combine automated sales data capture with AI analysis to improve pipeline management, forecasting, account strategy, opportunity qualification, and day-to-day selling decisions.

Media

Media

Integrations Supported

Integrations Supported

Google Workspace
Microsoft 365
Okta
Outreach
Reduct
Shift
Slack
Tableau
Vonage Contact Center

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$50 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

SetSail

Company Location

United States

Company Website

www.setsail.co

Company Facts

Organization Name

Backstory (People.ai)

Date Founded

2016

Company Location

United States

Company Website

www.backstory.ai/

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Revenue Intelligence

Not specified

Sales

Not specified

Sales Analytics

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Gamification

Not specified

Sales Prospecting

Not specified

Sentiment Analysis

Not specified

Categories and Features

Account Planning

Not specified

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Data Enrichment

Not specified

Inside Sales

Dashboard
Data Management
Lead Capture
Performance Management

Revenue Intelligence

Not specified

Revenue Operations

Not specified

Sales Analytics

Not specified

Sales Intelligence

Not specified

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