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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 Clari?

Clari's Revenue Operations Platform is designed to enhance revenue outcomes effectively. With features like automated CRM updates and time series analysis, it goes beyond mere innovation. By integrating revenue intelligence, forecasting, and execution insights, Clari addresses critical challenges in revenue management. It ensures that businesses can reliably achieve their targets each quarter. This platform is crafted specifically to boost revenue predictability. By leveraging previously underutilized data sources such as call logs, emails, and CRM information, Clari transforms this data into actionable insights for the entire revenue team. The blend of AI-driven insights and human judgment empowers teams to forecast with improved accuracy and visibility. Additionally, it establishes a streamlined, automated process applicable across all business units, allowing for the collection of essential activity data from prospects, customers, and representatives, thus keeping you continuously informed about the status of your deals, business, and team dynamics. Ultimately, Clari equips organizations with the tools they need to navigate complex revenue landscapes successfully.

Media

Media

Integrations Supported

5X
Accord
Clari Copilot
DataJoy
Elvance
Gong
Highspot
LinkedIn Sales Navigator
Momentum
Outdoo AI
Peerbound
Pocus
Salesloft
Shift
Showpad Coach
Slack
Spotlight.ai
Truto
Vivun
Yess

Integrations Supported

5X
Accord
Clari Copilot
DataJoy
Elvance
Gong
Highspot
LinkedIn Sales Navigator
Momentum
Outdoo AI
Peerbound
Pocus
Salesloft
Shift
Showpad Coach
Slack
Spotlight.ai
Truto
Vivun
Yess

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SetSail

Company Location

United States

Company Website

www.setsail.co

Company Facts

Organization Name

Clari

Date Founded

2012

Company Location

United States

Company Website

www.clari.com

Categories and Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

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

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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