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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 Salesloft?

Salesloft is a predictive revenue platform that combines sales engagement, AI-driven workflow prioritization, pipeline management, forecasting, and conversation intelligence. The system captures revenue signals from customer and prospect activity across a company’s sales technology stack and evaluates which events are most relevant to revenue outcomes. Its data and AI engine interprets those signals, prioritizes opportunities, triggers agents and workflows, and pushes recommended next steps to sellers and revenue leaders. Salesloft Rhythm can organize a seller’s day around AI-prioritized actions such as following up with a prospect, rescheduling a meeting, enrolling an account in a cadence, or responding to new buying signals. Cadence gives sales teams structured outreach workflows for engaging prospects consistently across the sales process. Conversation Intelligence helps organizations analyze calls and other buyer interactions to improve coaching, understand customer conversations, and capture important deal information. Deals provides opportunity management capabilities, while Inspect helps teams evaluate pipeline coverage, movement, and risk. Clari Forecast supports forecasting workflows that give sales leaders visibility into projected revenue and allow teams to compare human and AI-informed views of performance. Revenue Cadences extends execution workflows across revenue teams so repeatable plays can be triggered from important account and opportunity signals. AI-assisted capabilities can support forecast summaries, deal-risk plays, meeting preparation, next-best actions, and other activities that combine automated analysis with human decision-making. Salesloft is designed for revenue organizations that want to connect sales activity, buyer signals, pipeline intelligence, forecasting, and execution in a single platform.

Media

Media

Integrations Supported

BambooBox
Causal
Drift
Highspot
Jiminny
LeadLander
Mediafly
OneMob
Outbound
Peerbound
Persana AI
PowerDialer.ai
Rattle
Reo.Dev
RevvedUp
Sapling AI Writing Assistant
Skarbe
Stitchflow
Trellus
involve.me

Integrations Supported

BambooBox
Causal
Drift
Highspot
Jiminny
LeadLander
Mediafly
OneMob
Outbound
Peerbound
Persana AI
PowerDialer.ai
Rattle
Reo.Dev
RevvedUp
Sapling AI Writing Assistant
Skarbe
Stitchflow
Trellus
involve.me

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Salesloft

Date Founded

2011

Company Location

United States

Company Website

salesloft.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

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

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 Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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 Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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