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SetSail Review

SetSail
SetSail

Sales Activity Tracking

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SetSail helps sales teams and sales leaders by providing just-in-time insights to win deals. The platform achieves this by automatically capturing sales activity data and using AI to deliver relevant analysis and recommendations within the sales team's workflow.
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SetSail Core Capabilities
Push deal alerts and notifications
Sync contacts and activities automatically
Analyze data with AI insights
Social
Pricing
From$Pricing not listed; talk to sales.
TrialAvailable
Who is SetSail for?
SMBs
Mid-market
Enterprise
Is SetSail easy to use?
Featured
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What is SetSail

SetSail is an AI-driven sales tool designed to improve sales performance by providing just-in-time insights. It fits into the sales intelligence category and helps reps win more deals through data-driven guidance. What makes SetSail special is its ability to automatically capture sales activity and push actionable alerts, improving pipeline and win rates by up to 29%. The tool works best for sales teams needing real-time deal updates, meeting preparation, and behavior analysis to coach reps efficiently. You see value fast, with enhanced deal visibility and activity tracking right after implementation. SetSail quickly boosts sales rep productivity by highlighting critical next steps and successful behaviors. SetSail integrates directly with CRMs like Salesforce, syncing emails, meetings, and contacts automatically to keep data clean and complete. It complements email, calendar, and Slack tools to deliver insights where reps work. However, it’s not a full CRM solution or a general data analytics platform, focusing solely on sales activity and behavior insights to drive deal wins.

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Ideal Customer Profile

SetSail is recommended for sales teams who want accurate sales data and AI insights to win more deals. Companies like Databricks and Extreme Networks use SetSail to boost quota attainment and improve sales performance.

SMBs
Mid-market
Enterprise

Key Features

Push deal alerts and notifications
Sync contacts and activities automatically
Analyze data with AI insights
Send just-in-time seller insights
Duplicate top performer behaviors
Enhance data with contact enrichment

Pricing

Starting price$Pricing not listed; talk to sales.
TrialAvailable

Starter

$0.00

It includes

  • Basic features
  • Email support

Professional

$12.00

It includes

  • Advanced features
  • Priority support
  • API access

How simple is SetSail setup?

Complexity
Senior

SetSail requires connecting your CRM and sales tech stack to automatically capture and sync activity data, which involves configuring data mapping and user permissions. Implementation typically takes a few days with coordination between your sales, IT, and operations teams to ensure data accuracy and secure access.

Frequently Asked Questions

How to use SetSail?
SetSail pushes insights and deal alerts via email, Slack, and Salesforce to prep reps and drive sales actions effectively.
How much is SetSail?
No pricing info is available on the SetSail website; contact sales for detailed pricing.
Why choose SetSail?
SetSail improves sales performance with AI-driven insights, boosting pipeline by 24% and win rates by 29%.
How does SetSail work?
SetSail analyzes sales data with AI, turning questions into SQL queries and pushing just-in-time insights to sellers.
Is SetSail free?
SetSail does not specify a free plan; contact sales to learn about available options.
Is SetSail a partner?
SetSail's team is joining ZoomInfo, continuing service and onboarding new customers.
How to learn SetSail?
Explore the Knowledge Base and resources on SetSail’s website for training and support materials.
What are SetSail alternatives?
No alternatives are listed on the site; consider other AI sales platforms for comparison.
What are SetSail reviews?
Users praise SetSail for boosting sales visibility, simplifying management, and driving key rep behaviors.
Does SetSail have an API?
No API info is available; contact sales for integration details.
Does SetSail have a trial or a demo?
No trial or demo info is provided; reach out to sales for demo requests.

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