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SetSail is an AI-powered sales data and revenue intelligence platform that automatically captures go-to-market activity, syncs it to Salesforce, and delivers just-in-time insights and incentives to help teams close more revenue.
Pricing
Custom pricing
Best for
Best suited for B2B sales and RevOps teams running Salesforce that want to centralize sales activity data and use AI-driven insights and incentives to de-risk pipeline and scale top-performer behaviors across large teams.
Platforms
Web
Free trial
Yes
Free plan
No
Headquarters
San Mateo, California, United States
Company type
Acquired
The honest take
What reviewers love, and what to watch
A balanced view of SetSail, drawn from public reviews and product research.
Pros
- Very intuitive, user-friendly interface that reps adopt quickly for tracking daily activities and progress.
- Automatic capture of emails, meetings, and contacts keeps Salesforce data accurate and up to date without extra rep effort.
- Gamified leaderboards, contests, and cash or points-based rewards effectively motivate reps and create healthy competition.
- Provides clear visibility into which specific activities and behaviors actually drive pipeline, quota attainment, and win rates.
- Highly regarded customer success and account management support during rollout and optimization of signals and contests.
Cons
- Initial setup and configuration of metrics, signals, and contests can be time-consuming and often relies on SetSailu2019s team.
- Limited self-service customization for admins; many changes to scoring or program design must go through support or account management.
- Some users feel the UI and visual design are fairly basic and would like a more modern, colorful interface and richer in-app guidance.
Where it fits
What teams use SetSail for
- Sales activity tracking and CRM data capture
- Revenue intelligence and deal risk detection
- Sales performance management and incentive programs
- Sales coaching and rep productivity optimization
- Meeting preparation and MEDDICC-based deal reviews
Key strengths
- Deep Salesforce integration and strong connectivity to leading sales engagement and conversation intelligence tools like Gong, Outreach, Salesloft, and Chorus.
- Robust automated capture of emails, meetings, and call transcripts to create a complete and accurate CRM activity history with minimal rep effort.
- Powerful AI features for meeting prep, MEDDICC analysis, and behavioral insights that help reps and managers focus on the right next actions.
- Proven track record with high-growth and enterprise customers, plus strong ratings on G2, Capterra, and TrustRadius for ease of use and value.
Questions, answered
Frequently asked about SetSail
The short version is on the surface. Open any question to go deeper.
SetSail is an AI-powered sales data and revenue intelligence platform that automatically captures sales activities from email, calendar, engagement tools, and call recordings, syncs them into systems like Salesforce, and applies machine learning to surface the behaviors and deal insights that drive revenue. It helps sales, RevOps, and revenue leaders understand what top reps do, detect risky deals, and push just-in-time guidance and incentives to their teams.
SetSail uses a primarily seat-based pricing model, with contracts tailored to each customer's team size, data sources, and use cases. Specific list prices are not published; third-party sources characterize it as a mid-range enterprise solution. Prospective customers should expect custom quotes and should contact SetSail's sales team for exact pricing, pilots, and contract terms.
Core features include automated capture of emails, meetings, and call transcripts; a centralized Sales Data Layer; Salesforce data sync and contact enrichment; an AI revenue analyst that answers natural-language questions; deal risk scoring and revenue intelligence; MEDDICC-style meeting prep; gamified contests and micro-incentives; leaderboards and scorecards; Slack and email notifications; and integrations with tools like Gong, Outreach, Salesloft, Chorus, Snowflake, and Databricks.
SetSail is most often compared with revenue and activity intelligence platforms such as People.ai and Clari, as well as sales performance and gamification or incentive solutions like Ambition and CaptivateIQ. It also overlaps with, and often complements, conversation intelligence tools such as Gong and sales engagement platforms like Outreach and Salesloft.
SetSail can be used by smaller teams and is listed on marketplaces as supporting SMBs, but it is best suited to organizations with a modern CRM (most commonly Salesforce), a multi-rep sales organization, and enough sales activity volume to benefit from AI-driven analysis. Very small teams or companies without a mature sales tech stack may find simpler CRM or pipeline tools more cost-effective, while growing mid-market and enterprise teams typically see the most value from SetSail's data capture, intelligence, and incentive capabilities.
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