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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Insight for Sales Strategy seamlessly adjusts to the unique processes involved in finalizing sales for your organization's offerings. You can enter or import accounts from your existing contact management or CRM systems, enabling efficient tracking of each account's journey as it transitions from a lead to a prospect and finally to a completed sale. Moreover, you can easily prioritize multiple accounts to identify those with the highest likelihood of achieving sales success. The sales pipeline data can be exported into a spreadsheet compatible with Excel for further analysis. This tool enables you to assess each account thoroughly to gauge its chances of success. Beyond monitoring the status of accounts within the pipeline, sales representatives can assign a contract value to each prospect, which comprises individual product costs, while also noting the status of necessary reviews within the client's organization, such as financial and legal assessments, alongside an overall probability of closing the deal. This comprehensive approach ensures that sales teams can effectively manage their opportunities and focus on the most promising leads.

Description

Harness the capabilities of machine learning to elevate your sales team's performance. To begin with, SetSail automatically gathers and enhances your customer and activity information, relieving your team of this burden. We then create a customized machine learning model tailored to your business, which assesses account and deal health by utilizing CRM data and the sentiment of communications, employing advanced natural language processing (NLP) methods. Our models focus on objective indicators, such as sentiment expressed during customer interactions, rather than relying solely on subjective assessments like deal stages. With the power of our machine learning engine, SetSail provides actionable insights that enable representatives, managers, and executives to monitor pipeline health in real-time. This robust tool can dissect data by representative, deal, account, and conversation theme, allowing you to uncover performance challenges and obstacles to closing deals. By identifying and addressing weaknesses promptly, you can safeguard your revenue and optimize your sales strategy for greater success. Furthermore, staying ahead of potential issues can enhance team morale and foster a culture of continuous improvement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 

Integrations

Microsoft Excel No 

Pricing Details

$229.95 one-time payment
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

MBAWare

Founded

2014

Country

United States

Website

www.mbaware.com/product/insight-for-sales-strategy

Vendor Details

Company Name

SetSail

Country

United States

Website

www.setsail.co

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Product Features

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

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