setsail Review - Features, Pricing & Deals

SetSail is a sales data platform that helps teams capture and manage their sales activities more efficiently. It connects with common sales tools and CRM systems like Salesforce to give users a complete view of their sales process in one place.

The platform uses AI to analyze sales data from emails, meetings, and other interactions. This helps sales teams understand what works best and where they can improve. Users can ask questions in plain English and get quick insights about their sales performance without needing technical help.

Sales managers can track their team's progress with customizable reports and get alerts about important deals. The system also helps coach sales reps by showing them successful behaviors and suggesting ways to move deals forward.

While pricing isn't publicly available and requires contacting the company directly, SetSail offers features like automated activity tracking, AI-powered insights, and secure data handling. The platform aims to reduce manual work for sales teams so they can focus more on closing deals.

• Automated Activity Tracking: Automatically captures and logs sales activities like emails, calls, meetings, and calendar events into CRM systems without manual input, ensuring accurate and complete data tracking.
• Integration with Sales Tools: Seamlessly connects with major B2B engagement platforms such as Gong, Outreach, Salesloft, and Chorus to provide a unified view of sales activities.
• AI-Powered Insights: Uses OpenAI's large language model to analyze sales data, offering instant answers and identifying effective sales behaviors that can help advance deals.
• Customizable Reporting and Analytics: Provides an AI-powered revenue analyst that lets users generate personalized reports by asking questions in plain English.
• Performance Monitoring and Coaching: Tracks key performance metrics and identifies behaviors correlated with success, helping sales leaders coach reps more effectively.
• Data Security and Compliance: Ensures data privacy with robust security measures including AES-256 encryption, TLS 1.2 transmissions, and SOC 2 Type 2 certification.
• MEDDICC Deal Analysis: Offers automated deal insights and MEDDICC analysis to help sellers understand prospect interactions and take strategic next steps in closing opportunities.

• No publicly available free tier for the SetSail sales data platform
• Personalized pricing available only through direct contact with SetSail sales team
• Custom quote based on organization's specific needs and scale
• Potential customers must request pricing information directly from company representatives

SetSail connects directly to your sales tools like email, calendar, and CRM to automatically track activities. When you send emails, schedule meetings, or make calls, the system records these actions without you having to log them. It pulls data from platforms like Outlook, Gmail, Outreach, and Salesforce, saving you from the tedious task of manual data entry. This helps keep your CRM clean and accurate while giving you back hours each week to focus on actual selling.

Yes! SetSail works with most popular sales tools. It connects with CRM systems like Salesforce, email platforms like Gmail and Outlook, and sales engagement tools like Outreach and Salesloft. The platform also integrates with conversation intelligence tools like Gong and Chorus. This flexibility means you don't need to replace your current systems, and the setup process typically takes just a few days with minimal IT involvement.

SetSail uses OpenAI technology to analyze your sales data from emails, meetings, and other interactions. You can ask questions in plain English like "Why did we lose the ABC deal?" or "What objections are we hearing most often?" and get instant answers based on your actual data. The AI studies patterns across successful deals and can suggest specific next steps for your open opportunities. It's like having a sales analyst who works 24/7 and knows every detail about your pipeline.

SetSail takes security seriously with several safeguards in place. They use AES-256 encryption for stored data and TLS 1.2 encryption for data in transit. The platform is SOC 2 Type 2 certified, which means they've passed rigorous security audits. You control exactly what data SetSail can access, and you can revoke permissions at any time. They don't sell your data to third parties or use it to train their AI beyond your account.

Most customers get SetSail up and running within 1-2 weeks. The process starts with connecting your data sources, which takes just a few clicks for each integration. The SetSail team helps customize the platform to match your sales process and metrics. While some users mention the setup can be time-consuming, the company provides dedicated support to guide you through each step. Once implemented, daily maintenance is minimal since the system works automatically.