SetSail (acquired by ZoomInfo)

Founded 2018

Capture sales activity data automatically and track deal progress across your CRM

Pricing model

Demo

You can use SetSail to capture sales activities automatically and log them directly into your CRM. It connects emails, calendar events, and contacts to Salesforce without requiring manual data entry from sales reps. You can ask questions in plain English to inspect pipeline health, run MEDDICC deal reviews, and prep for upcoming customer meetings. The system analyzes what top sellers do differently, pinpoints risky accounts, and pushes real-time notifications to Slack and email so teams can stay ahead of deal roadblocks.

What SetSail (acquired by ZoomInfo) does

Log sales emails and meetings to CRM recordsEnrich contact records with job titles and phone numbersGenerate deal summaries for upcoming sales meetingsQuery pipeline data using plain language questionsSend automated deal alerts to Slack channelsEvaluate sales deals using the MEDDICC methodologyTrack sales rep activities across customer accountsAutomatically logs emails and calendar events to SalesforceEnriches CRM contacts with job titles, departments, and phone numbersTranslates plain English queries into database searchesPerforms automated MEDDICC framework evaluations on active dealsDelivers automated deal prep briefs before sales meetingsSends real-time alerts and recommendations directly to SlackIdentifies top-performing seller patterns to share with the team

Pricing breakdown

Pricing model: Book a demo

Frequently asked

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