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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 Insight for Sales Strategy?
Sales Strategy Insight intuitively adapts to the distinct processes associated with finalizing sales for your organization's products. It allows you to input or import accounts from your existing contact management or CRM systems, streamlining the tracking of each account’s progress as it evolves from a lead to a prospect and ultimately to a closed deal. Additionally, you can efficiently prioritize numerous accounts to pinpoint those most likely to convert into successful sales. The data from the sales pipeline can be exported into a spreadsheet that works with Excel, facilitating deeper analysis. This tool empowers you to thoroughly evaluate each account's potential for success. In addition to keeping track of the statuses of accounts in the pipeline, sales reps can assign a contract value to each prospect, which includes the costs of individual products, while also tracking the progress of essential reviews within the client’s organization, like financial and legal evaluations, and calculating an overall probability of closing the deal. This detailed methodology guarantees that sales teams can effectively oversee their opportunities, allowing them to concentrate on the most viable leads while enhancing their overall strategy. Ultimately, this systematic approach fosters a more organized and data-driven sales process that can lead to improved outcomes.
Integrations Supported
Microsoft Excel
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$229.95 one-time payment
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
MBAWare
Date Founded
2014
Company Location
United States
Company Website
www.mbaware.com/product/insight-for-sales-strategy
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
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting