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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Your business and its relationships with clients are constantly evolving. Without investing significant time in analyzing numbers to produce a static spreadsheet, it might be challenging to pinpoint specific areas where financial inefficiencies exist and where revenue opportunities are being missed. MSPCFO equips you with detailed insights, enabling you to determine which agreements, engineers, and clients contribute positively to your profits, and which ones may be diminishing your financial success month after month. Our advanced business intelligence platform offers over 50 real-time reports, granting you the capability to identify, assess, and monitor the factors influencing revenue growth and those that hinder profitability. The vital information required to enhance your revenue streams is embedded within your PSA; release it today. By utilizing MSPCFO, you can uncover the intricate data necessary to discern the profitability of your agreements and teams, ultimately allowing you to make informed decisions that will lead to increased earnings moving forward.

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

Strategy Overview Yes 

Integrations

Strategy Overview No 

Pricing Details

$175 per 3 users per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

MSPCFO

Founded

2012

Country

United States

Website

www.mspcfo.com/msp-software

Vendor Details

Company Name

SetSail

Country

United States

Website

www.setsail.co

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling 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 

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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