# SetSail Reviews **Vendor:** SetSail **Category:** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) **Average Rating:** 4.6/5.0 **Total Reviews:** 127 ## About SetSail SetSail is the AI analyst for revenue teams. Built on your sales data and tuned to your sales process, SetSail delivers timely, actionable insights that help go-to-market teams sell smarter. ## SetSail Pros & Cons **What users like:** - Users find it easy to **track daily activity** with SetSail, and the leaderboard motivates team effort. (1 reviews) - Users find SetSail to be **easy to use** , effortlessly tracking daily activities and motivating through its leaderboard. (1 reviews) - Users find that SetSail greatly enhances **efficiency** , simplifying daily activity tracking and encouraging team motivation. (1 reviews) - Users appreciate the **motivating leaderboard** of SetSail, which encourages daily activity tracking and team performance. (1 reviews) - Users enjoy the **motivational leaderboard** in SetSail, which encourages team members to enhance their daily performance. (1 reviews) - Time-saving (1 reviews) - Tracking Ease (1 reviews) ## SetSail Reviews ### 1. Changed the way I look at daily tasks **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Systems Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about SetSail?** SetSail has made it a breeze to track my daily activity. The leaderboard drives the team to put in more effort and be at the top. **What do you dislike about SetSail?** I have not run into any issues. I would recommend that to any sales team. **What problems is SetSail solving and how is that benefiting you?** It has solved the problem of low activity and productivity. ### 2. Boosting Sales and Efficiency with SetSail **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2024 **What do you like best about SetSail?** According to me, the best part is it's user-friendliness. Also, it can be used to maximize sales because of it's customizable features. **What do you dislike about SetSail?** The set up process initially is very time consuming. **What problems is SetSail solving and how is that benefiting you?** It is saving a lot of time for me as I get automated reports from it. ### 3. BDR **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob S. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about SetSail?** It's a great way to get to competitor with my coworkers, especially in a remote company **What do you dislike about SetSail?** nothing really! If i were to say anything it would be the interface isnt exciting or color. It's just a white background, it could be more colorful and fun **What problems is SetSail solving and how is that benefiting you?** It helps me say competitive with my coworkers when it comes to dials made and sales made ### 4. SetSail is a great addition to any team! **Rating:** 5.0/5.0 stars **Reviewed by:** Suzanne P. | Account Executive-Supporting Linkedin Marketing Solutions Clients, Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about SetSail?** SetSail enables incentives to be given for performance, establishing an enjoyable and rewarding system for teams to engage in fun competition! **What do you dislike about SetSail?** SetSail has no disadvantages. It's easy to use, easy to teach! There are many fun ideas that can be implemented with SetSail. Additionally, it's easy to integrate with daily activities. **What problems is SetSail solving and how is that benefiting you?** SetSail enables our team to earn rewards for numerous sales activities we already perform on a daily basis! ### 5. Excellent Motivation **Rating:** 5.0/5.0 stars **Reviewed by:** Jijuana L. | Income Tax Expert, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2023 **What do you like best about SetSail?** Is very easy to see results from your participation. **What do you dislike about SetSail?** Having to wait for customer support follow up. **What problems is SetSail solving and how is that benefiting you?** It helps with positive motivation with-in the workforce. ### 6. Great solution to keep you engaged **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2023 **What do you like best about SetSail?** It's great when it comes to motivating you to hit your numbers and bring meetings to the table. The cash rewards every week are awesome when you are at the top of the leaderboard. **What do you dislike about SetSail?** Nothing really comes to mind. It took awhile for me to get my account fixed, but the issue may have been on my end. **What problems is SetSail solving and how is that benefiting you?** It's motivating to see the cash rewards when it comes to performing sales BDR day to day tasks. The extra cash rewards are a big plus. Also, being able to see how you compare to your teammates is a great plus. ### 7. SetSail daily user **Rating:** 4.0/5.0 stars **Reviewed by:** Ira H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2023 **What do you like best about SetSail?** As an AE SetSail helps me keep the focus on my progress for the metrics my sales management team is looking for on a weekly basis which creates a sense of alignment in the team. I would also add that when making deals in SFDC it helps populate the contacts in the deal, saving me a fair amount of time. **What do you dislike about SetSail?** For what I use it for there isn't really much to critique as I don't set the integrations or the metrics on how the metrics are measured and the contest are won so for me its a pretty straight forward interface. **What problems is SetSail solving and how is that benefiting you?** It's helping keep track of the metrics that sales management is watching and helps me to track those as well so we have good alignment in actions and goals. ### 8. Great for Rewarding Optimal Sales Activity **Rating:** 4.0/5.0 stars **Reviewed by:** Mallory Sullivan F. | Director, Program Sales Scaled Sales - NAMER LinkedIn Marketing Solutions, Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about SetSail?** SetSail has helped us incentivize the right sales motions for our sales team, allowing us to drive awareness around what actions are most important for them to take in their role. Their contests enable us to be nimble - we can do quarterly, monthly, or weekly contests and adjust points values to optimize our sales strategy. The contest leaderboards have made it very easy as Managers to get a snapshot into the volume of activity, see who is excelling, and leverage that intel toward sales coaching. In addition, the account management team that supported our launch has been fantastic. **What do you dislike about SetSail?** The product could use more self-service customization. I want to adjust point values myself, change the color coding of specific signals so it's visually easier to track, and have the flexibility to save views. Changes have to go through the account management team. **What problems is SetSail solving and how is that benefiting you?** Change management. We're regularly introducing new sales motions, products, or activities that we want our sales team to focus on. SetSail has helped drive awareness of the most critical actions and change actual change rep behavior. This alleviates the work needed by Managers to help instill this change, and instead, they can focus more on sales coaching or driving segment growth strategies. ### 9. Set Sail For Sales Teams **Rating:** 3.5/5.0 stars **Reviewed by:** Caleb A. | Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about SetSail?** Set sail gives teams a sense of competition and visibility on KPIs that are harder to track on a large scale with our individual sales tools. I like that it allows us to push each other to succeed. **What do you dislike about SetSail?** Although I am sure some things need to be configured better on the client's end, I have found that the tracking of statistics for KPIs is not always accurate and tracked well. **What problems is SetSail solving and how is that benefiting you?** Currently, we use set sail to create competitions within our sales team based on KPIs and in turn, award a winner at the end of the month. I find that it helps us push each other to be better. ### 10. A tool that creates friendly competition amongst peers and drives the business to success! **Rating:** 5.0/5.0 stars **Reviewed by:** Kirk M. | Business Development Executive, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2022 **What do you like best about SetSail?** I'm a big fan of being able to look at how my peers are doing! It keeps you accountable weekly, and in low-energy moments, it's like having that gym buddy alongside you. If they can do it, I can do it! Helping us create a culture of success and excellent. **What do you dislike about SetSail?** I wish there were a feature or chrome widget that could suggest what you could do to improve your metrics, clever little tips or comparisons with your peers to get the best out of you week to week. It would also be great to see or get a heads up on the things you are doing well without having to drill into the data set. **What problems is SetSail solving and how is that benefiting you?** It is helping us solve the issue around accountability without having to be micro manged; we can see how the team is performing and how you stack up, which keeps the engine turning to do the best you can. ### 11. How SetSail Helps You Optimize Your Approach and Win More Deals **Rating:** 3.5/5.0 stars **Reviewed by:** Mohit T. | business development executive, Information Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2023 **What do you like best about SetSail?** I like it because SetSail is a tool that allows you to improve sales and increase competitiveness, and I also like the ability to see your progress and the progress of your colleagues, competition and the opportunity to win gift cards. SetSail also helps us track data and improve our sales skills, as well as guide newcomers to the team on ideal behavior. **What do you dislike about SetSail?** I didn't like SetSail because position updates are slow and the reward system isn't always easy to set up. However, despite these shortcomings, SetSail can be a useful tool for tracking productivity and improving team results if used correctly. **What problems is SetSail solving and how is that benefiting you?** The usefulness is that I can see what actions are leading to the end results and what needs to be improved. This allows me to optimize my sales approach and be more successful. Overall, we find SetSail to be a useful sales productivity tool. ### 12. Great tool to see the implementation of recommendations to clients **Rating:** 4.0/5.0 stars **Reviewed by:** Anumeha A. | Onboarding Specialist on behalf of LinkedIn, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about SetSail?** It gives a clear picture and understanding of which client is implementing which solution and which client needs to be followed up with. Also clarity on where do I stand among peers. **What do you dislike about SetSail?** The help feature! Sometimes some solutions which clients had already implemented did not show up on set sail, and even after requesting credit for those, I was logged out of set sail and asked to log back in again. This happened several times **What problems is SetSail solving and how is that benefiting you?** 1. Gives set targets to be achieved and points associated with it 2. Standing among peers 3. Recommendations implemented 4. Which client implementing what solution ### 13. SetSail contests are fun!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob C. | Database Account Manager - Northeast, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2023 **What do you like best about SetSail?** I like SetSail because it allows my team to gauge the amount of activity and engagement that we are having with our prospects and customers. It also brings fun and excitedment to each week! **What do you dislike about SetSail?** SetSail does not always count the points correctly. **What problems is SetSail solving and how is that benefiting you?** The problem that SetSail solves is giving our leadership team and aggregate view of the engagement that the sales team has with prospects and customers. Our teams performance has increased at they all want to win the weekly contests. ### 14. SetSail Provides Transparency and Motivation to Reach Sales Goals **Rating:** 4.5/5.0 stars **Reviewed by:** David G. | Account Executive on behalf of LinkedIn, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about SetSail?** SetSail is a tremendous daily check to see which goals I hit and provide details on which transactions benefit me. Let me see how I compare to the rest of the team. **What do you dislike about SetSail?** Not a complaint of SetSail, but SetSail's goals need to be on target for the organization's goal to not interfere with the sales motions. Get rewarded by SetSail while still being able to hit Organizational goals. **What problems is SetSail solving and how is that benefiting you?** Set Sail can emphasize specific sales motions that are underperforming in our analytics. SetSail can reward users for hitting the underperforming KPI that needs additional attention. ### 15. Great for SDR's **Rating:** 5.0/5.0 stars **Reviewed by:** Brayan G. | Sales Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2022 **What do you like best about SetSail?** I like the fact that you're able to see the feed and what rewards you are able to redeem. The list of options are nice and relatable for everyday use, it is something I use for small things like gas or if I want something from amazon. It is like a small coupon. **What do you dislike about SetSail?** I don't really dislike anything. I would say you guys could improve on how fast things are updated. I had to email the tech team because one of my contacts didn't go but the customer service provided me with help fairly fast. **What problems is SetSail solving and how is that benefiting you?** It isn't necessarily solving an issue but motivates us with a nice small incentive to book meetings and get nice titles in regards to what we do as SDR's. It helps with our everyday expenses when we are able to redeem something. ### 16. I can see it's value for BDR's. **Rating:** 2.5/5.0 stars **Reviewed by:** Andrew G. | Hybrid Services Account Executive - SLED WEST/Central US, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about SetSail?** The gamification of outreach was nice to have and prizes, should your company do this weekly. Unfortunately, our team was not BDR - focused and are more customer-success focused. This tool is more of a tracking tool for management. **What do you dislike about SetSail?** It tracks data selectively, sometimes not correctly. My biggest gripe is seeing a use case outside of business development use. It simply does not make sense to us this if you are not also looking to use systems like Saleloft or Outreach.io. For 'farmer salespeople' I find this tool to be of small use. **What problems is SetSail solving and how is that benefiting you?** Currently - none. I am using this tool meet management requirements. There the tool allows tracking of emails and overall outreach to customers or partners if you are a channel company. ### 17. Great tool to have a team engaged under a same goal. **Rating:** 4.0/5.0 stars **Reviewed by:** Jose L G. | Onboarding Specialist on behalf of LinkedIn, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about SetSail?** The user experience is outstanding SetSail provides a great visual of what the rest of your team is doing and how far from the goal we are. **What do you dislike about SetSail?** SetSail could provide weekly targets to keep users engaged and could keep others engaged on how to close the gaps when trying to achieve goals. **What problems is SetSail solving and how is that benefiting you?** It is not solving a problem for me, it encourages me to hit my monthly goal to get an extra bonus. ### 18. Great tool to create competition! **Rating:** 5.0/5.0 stars **Reviewed by:** Mirabel H. | Senior Sales Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2022 **What do you like best about SetSail?** I like seeing how I'm doing compared to my team members. Seeing the number of different activities I do weekly helps me spot areas to improve a lot quicker. It helps to keep you accountable and also creates friendly competition. **What do you dislike about SetSail?** It would be great to have an extension so see the stored data more accessible. Maybe with daily or weekly tips to motivate me to be more productive. Also, I'd enjoy seeing my team's ranking in that extension. **What problems is SetSail solving and how is that benefiting you?** It helps me manage my time and activities by solving accountability issues. I can see how others are doing in my team and how I compare. It allows me to create a plan and stick to it. ### 19. Finally a way to see where I'm at within the team **Rating:** 5.0/5.0 stars **Reviewed by:** Beth R. | Sales Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** The most helpful feature of SetSail is being able to see at a glance where I'm standing in terms of management-defined activities against the rest of my team and being able to measure this against my quota attainment to see what activities are making the most difference. I love that by adopting it, we now have a monthly spiff program in place to award that hard work. **What do you dislike about SetSail?** I have had some issues with logging in to the browser version and intermittent issues logging into the chrome extension which has been irritating. **What problems is SetSail solving and how is that benefiting you?** Before, we didn't have an easy, automated way to compare activity metrics in our team. Now I can see where I sit and it also helps keep that competitive fire burning! ### 20. If used correctly, can be a great tool **Rating:** 3.5/5.0 stars **Reviewed by:** Bret P. | Co-Founder / Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about SetSail?** SetSail is good at helping me see where I stand on a monthly basis against my peers in terms of activity. **What do you dislike about SetSail?** I do not like the time delay between logging an action and the points being calculated. A more real-time approach would be helpful to make sure we do not miss acitivity. **What problems is SetSail solving and how is that benefiting you?** Measuring the number of calls each team member completes during the month. ### 21. Tracking activities has never been easier **Rating:** 5.0/5.0 stars **Reviewed by:** Alex G. | SDR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2022 **What do you like best about SetSail?** We started using SetSail about 4 months ago and it has been an overall great experience. For the SDR team specifically, it drives competition and has accelerated activities (Emails, calls, LI messages/connections). It's great to see different winners every week and the SDR's that don't win come out with a vengeance the next week. Customer Success has been very easy to work with, about a month in I adjusted the points and it was done within 24 hours. Overall I have had a very positive with SetSail and I would highly recommend it to any sales leader that wants to increase competition. **What do you dislike about SetSail?** No major issues with SetSail at this point so far. I had a minor issue with the same person winning the first few weeks but I adjusted the points and it hasn't been an issue since. **What problems is SetSail solving and how is that benefiting you?** It solves the issue of looking at 3-4 different Salesforce dashboards every morning and helps me see who is/isn't on track to hit their weekly goals. It also creates a more competitive environment with a reward each week ### 22. SetSail is a tool that keeps me motivated is an employee and is bringing the fun side in the work. **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana S. | Account Executive on behalf of LinkedIn , Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about SetSail?** The best thing I like about SetSail is how easy it is to use. **What do you dislike about SetSail?** I actually can't think of anything I dislike about it. **What problems is SetSail solving and how is that benefiting you?** SetSail has helped me see where I stand in reaching our business goals and objectives compared to my teammates. This feature makes everybody more competitive and efficient. ### 23. Beneficial Competition and Rankings **Rating:** 4.0/5.0 stars **Reviewed by:** Kenneth C. | ISR, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** Seeing how I stack up against my peers every week is beneficial. The metrics show where I can improve on and where I am doing well. Also, winning the gift card is nice. **What do you dislike about SetSail?** The main downside for me is that the software sometimes misses certain activities, and I have to report that they happened. It is a time consumption where I could be focused on actually improving my score **What problems is SetSail solving and how is that benefiting you?** The main business problem it solves is showing me how my activity is for the current week. I can see what areas I am lacking in but also where I am doing well. ### 24. Set Sail **Rating:** 5.0/5.0 stars **Reviewed by:** Ciera C. | Sr Sales Advisor II /Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2023 **What do you like best about SetSail?** Breaks down the contests and standings of all team members, most helpful to keep track using points, a great feature. **What do you dislike about SetSail?** Sometimes it doesn't always allow login and loads slowly. **What problems is SetSail solving and how is that benefiting you?** I have won a few contests using set sail to track. ### 25. Gets the people going **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about SetSail?** Does a great job of motivating the team to continue pushing to reach that #1 spot for the week. Great how you can customize the categories/prizes to what will inspire and motivate your team as well. **What do you dislike about SetSail?** If it could update the points on a more regular basis throughout the day that would be nice. **What problems is SetSail solving and how is that benefiting you?** No real problems. Beneficial to have an updated scoreboard for the entire team and leadership to get a snapshot of everyone's performance on a daily, monthly, quarterly, etc basis. ### 26. Easy to Navigate and understand different contest and metrics **Rating:** 5.0/5.0 stars **Reviewed by:** Rich V. | Account Executive on behalf of LinkedIn, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2023 **What do you like best about SetSail?** The multiple options of prizes to use and the critira and points used for need contest points **What do you dislike about SetSail?** Notifications. Not used at all. There are no real notifications needed with in the different contest **What problems is SetSail solving and how is that benefiting you?** Motivating Sales Team to achieve key goals and increase revenue ### 27. experience has been pleasant. **Rating:** 3.5/5.0 stars **Reviewed by:** Robert D. | Onboarding Specialist on behalf of Linkedin., Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2023 **What do you like best about SetSail?** Keep me updated on recommendations adopted to accounts. **What do you dislike about SetSail?** end date of the contest extends to the first or second of the month, and they do not count for the previous month and is missed on the new month unless reported **What problems is SetSail solving and how is that benefiting you?** encouraging performance ### 28. Great for getting more insight and creating additional incentive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2022 **What do you like best about SetSail?** Before using SetSail, I didn't have that good of an insight into the data we are collecting. It's good that SetSail can track both output & outcome-related metrics. **What do you dislike about SetSail?** It is quite tricky to set the incentive system right. Since team members are competing against each other, it might create a certain tension between them. I believe that signals should be primarily tied to outcomes (emails received, meetings held, etc...) rather than output (emails sent, calls logged). Output-based incentives can lead to lower quality of the content we are sharing. **What problems is SetSail solving and how is that benefiting you?** Problem: Difficulty of tracking the overall success of each rep. SetSail clearly shows the success of each rep in individual domains - this can help identify who is doing good and who can share this knowledge with others that aren't performing so well. ### 29. Setsail Review **Rating:** 3.5/5.0 stars **Reviewed by:** Suniti N. | sales lead, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2022 **What do you like best about SetSail?** I really liked the fact that I was able to provide direction to the new joiners on my team about the ideal behaviors they should follow. It gave a good start to people just getting started with the sales role since they could also compare and view what their peers were doing **What do you dislike about SetSail?** Setsail's initial setup took a lot of time in terms of integrations, the data refreshing on regular intervals and the global teams being able to use it. The main issue was us not being able to edit the contests quickly **What problems is SetSail solving and how is that benefiting you?** Setsail is a good tool for driving basic behaviors and getting the teams competitive spirit going. Its a fun way to observe trends about your peers and their activity to understand what might be helping them become successful ### 30. My experience has been pretty good. **Rating:** 4.0/5.0 stars **Reviewed by:** Brittney T. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about SetSail?** It is helpful because I can track my points and see my score **What do you dislike about SetSail?** The directions or contest rules are not always clear. **What problems is SetSail solving and how is that benefiting you?** Not necessarily solving problems I just like the contest aspect ### 31. The data is hard to integrate and get correct out of outreach and SF **Rating:** 3.5/5.0 stars **Reviewed by:** Jonathan G. | Head of business development, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** i like the visibility into all of the teams breakdown within each of the opportunties **What do you dislike about SetSail?** the delivery and assistance with the teams getting off the ground could have been smoother and helping the rest of the org train consistently. sold us and let us alone **What problems is SetSail solving and how is that benefiting you?** Great coaching into the teams significantly, but need to get guidance how to take this further and each business segment like BDR, AE and even marketing can drive value ### 32. SetSail has been wonderful for staying on task with my daily activities and very rewarding. **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle M. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about SetSail?** The recognition and rewards that you earn just by doing the tasks you should be doing. It gives me a visual of the daily goals I need to hit and helps to drive competitiveness. **What do you dislike about SetSail?** The only thing I can say that isn't completely positive is the time it takes to refresh our standings can be a little slow at times. I'm always checking it though so it's going to be more of an issue for me than most people. **What problems is SetSail solving and how is that benefiting you?** SetSail is helping me to keep track with my total calls and emails I need to send out each day/week so I always make sure to reach a certain level of output as I monitor my results on SetSail. ### 33. Set Sail makes my life as a new Manager much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda P. | Services Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about SetSail?** For me, as a new manager, I love the fact that I can look at one screen to make sure my reps are capturing all they should be when dealing with their customers. **What do you dislike about SetSail?** Truthfully, there is nothing not to like about Set Sail. The way it was designed is very user-friendly and the team in place is always available to ask questions. **What problems is SetSail solving and how is that benefiting you?** Set Sail is a sure way to tell how the reps are stacking up in regards to what our expectations are for them, despite what they might be telling us. I know who to provide more training to based on this. ### 34. Track your workload and get compensated **Rating:** 5.0/5.0 stars **Reviewed by:** Jeet S. | Senior Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** It allows me to view my daily jobs and where do I stand within the team **What do you dislike about SetSail?** Sometimes I feel the points have been missing but too busy with work and hardly report it **What problems is SetSail solving and how is that benefiting you?** It allows me to see where do I stand within my team. Certainly it has made me more competitive ### 35. SetSail is a great microincentive tool to reward teams for the work they already do! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** I like how customizable the tool is, allowing any team to leverage it to incentivize and motivate their teams. It's also helpful as an IC to better understand the activity of other teammates. I was just as motivated by potential gift cards as I was by keeping up with the activity of my peers. The best part-it doesn't require any additional administrative work to get 'points' for a particular contest, making it SO EASY to use. **What do you dislike about SetSail?** Honestly, nothing. The tool is very easy to use and provides a ton of value to our sales org. **What problems is SetSail solving and how is that benefiting you?** It provides visibility into what sales activities drive action and revenue from our clients. It also incentivizes teams to do the less "sexy" pieces of the role, like logging meeting notes. ### 36. Great platform, incentivizes results. **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler M. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** Very easy to navigate and get your rewards instantly. **What do you dislike about SetSail?** Nothing. I can't say I've had any issues. A fun tool that incentivizes working hard and is easy to use. **What problems is SetSail solving and how is that benefiting you?** Incentivizing BDR's to source extra meetings and create new connections with a weekly leaderboard and 3 winners every week. ### 37. Good tool but easy to rig **Rating:** 3.0/5.0 stars **Reviewed by:** Dylan S. | Enterprise Account Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** I like it when I win! It's a great motivator to get in the mood to accomplish some tasks. **What do you dislike about SetSail?** It's easy for reps to rig their winnings. **What problems is SetSail solving and how is that benefiting you?** Activity-based rewards. Gives me a reason to increase my activity even though it may not result in business-wide value. ### 38. My team loves the competitive fun **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya F. | Manager of SDR, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2022 **What do you like best about SetSail?** The gamification and ability to monitor activity based on a points system **What do you dislike about SetSail?** There is nothing I dislike. I would not change a thing. **What problems is SetSail solving and how is that benefiting you?** I do not have to develop ways to bring fun competition to the team. SetSail pushes the team toward success each week ### 39. Fun Gamification **Rating:** 5.0/5.0 stars **Reviewed by:** Ian D. | SASE Product Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2022 **What do you like best about SetSail?** Fun to track how the week is progressing and motivating to do more prospecting. **What do you dislike about SetSail?** It can be a bit buggy at times and not update accurately. **What problems is SetSail solving and how is that benefiting you?** As an end user not particularly relevant to me as a business solution. Keeps team motivated and engaged. ### 40. Used for competition in my team **Rating:** 4.0/5.0 stars **Reviewed by:** Emir F. | SDR, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2022 **What do you like best about SetSail?** The transparency the tool provides and the accesability. **What do you dislike about SetSail?** Nothing i can think of at this point. All is good. **What problems is SetSail solving and how is that benefiting you?** Makes our actitivies more visible and incentivizes the member of my team ### 41. SetSail provides a fun and sale boosting experience for its users! **Rating:** 5.0/5.0 stars **Reviewed by:** Victor L. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about SetSail?** Easy to use, simple to keep track, and fun to follow up. **What do you dislike about SetSail?** More numbers and colors, less work terms. **What problems is SetSail solving and how is that benefiting you?** A fun and healthy competition with my peers, made it simple and fun! ### 42. Great tool for the right sales atmosphere! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about SetSail?** It keeps a rep accountable for activities and follow up with customers, prospects, and leads. The UI is easy and simple utilize. **What do you dislike about SetSail?** I've been using Set Sail for almost a year and while I do like the tool, it has many glitches. It doesn't seem to be able to accurately record the right contacts you are engaging with per your SFDC data, we engaged our Set Sail and they were helpful but the same issue's seem to persist across our entire team. Our SFDC is not super clean but I feel it should be able to identify the contact within an account and map that in Set Sail to properly allocate your points. Overall, it can be a very useful tool. **What problems is SetSail solving and how is that benefiting you?** Keeps me on track. ### 43. Amazing to follow customer and prospect engagement! **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob C. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2022 **What do you like best about SetSail?** Being able to see the level of engagement with revenue opportunities. **What do you dislike about SetSail?** Nothing that I can think of at the moment! **What problems is SetSail solving and how is that benefiting you?** Not knowing what the engagement looks like with myself and team members - this helps us track this! ### 44. Great Motivational Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bob B. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2022 **What do you like best about SetSail?** Great way to compete against coworkers. Easy to navigate. **What do you dislike about SetSail?** Could use more input values. Nothing else really. **What problems is SetSail solving and how is that benefiting you?** Prompts me to keep a closer eye on how I am managing tasks. ### 45. If you're an SDR manager, this is for you **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2022 **What do you like best about SetSail?** The tool allowed me to earn more from my number of activities through different gift cards. The support team was brilliant and they always responded with a solution. **What do you dislike about SetSail?** The limited number of options to redeem. For US, the tool has different ways to redeem, however, it was Amazon gift card for India. The team introduced new options for India towards the later part however. **What problems is SetSail solving and how is that benefiting you?** SetSail is solving one of the biggest problems and that is the ability to motivate your team to run behind accounts, increase their activity which would ultimately lead to an increased revenue. If you're an SDR manager, you have to see this. ### 46. Great data and insights **Rating:** 4.5/5.0 stars **Reviewed by:** Dani M. | Sales Business Development Manager - West , Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2022 **What do you like best about SetSail?** I like getting to see all of my teams data in one place. Great coaching tool for reps with quota drivers. **What do you dislike about SetSail?** Somewhat of a hard tool to grasp if you haven't used it before. Could use some more coaching on best practices. **What problems is SetSail solving and how is that benefiting you?** It is helping us see all the information and data in one place and getting to see how reps stack up against one another ### 47. My Views on SetSail Usage **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle R. | Senior Director, Global Marketing - Digital, eCommerce and Partner Marketplaces, Enterprise (> 1000 emp.) **Reviewed Date:** January 09, 2023 **What do you like best about SetSail?** SetSail automate contact creation which not only save time but also eradicate errors. **What do you dislike about SetSail?** There's limited documentation for customization and integration. **What problems is SetSail solving and how is that benefiting you?** Collecting data from CRM and data lake software enables us to gain actionable insights. ### 48. SetSail - Promoting healthy competition between sales teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about SetSail?** SetSail allows us to compete with our colleagues in a very transparent, healthy and most importantly, funny way. By getting the right incentives with this program, you increase your sales activity and are closer to getting to your quotas. It is definitely a great to promote more engagement with accounts. **What do you dislike about SetSail?** I don't think SetSail has anything to dislike, however, it's critical that managers carefully align the incentives that count towards the competition with the activities that translate into better results. **What problems is SetSail solving and how is that benefiting you?** SetSail is helping sales representatives focus on the activities that bring the higher ROI, giving them competitive incentives to increase the activity on some of these tasks and compare it with other colleagues. ### 49. We are actually currently using Setsail within our company and it is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** How it makes me work harder in order to get more points! I have worked harder everyday since this has been implemented, plus the prizes are amazing to say the least. **What do you dislike about SetSail?** I would say overall that there is not much that I dislike about the setsail platform. **What problems is SetSail solving and how is that benefiting you?** It is solving the motivation problem that happens to many sdr's such as myself. ### 50. Great productivity tracker with rewards **Rating:** 5.0/5.0 stars **Reviewed by:** Dana F. | Account Executive, Marketing Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about SetSail?** Tracking productivity against teammates. **What do you dislike about SetSail?** Nothing comes to mind. SetSail has been very useful for our team. **What problems is SetSail solving and how is that benefiting you?** Tracking productivity in a remote environment. ## SetSail Discussions - [What is SetSail used for?](https://www.g2.com/discussions/what-is-setsail-used-for) - [As we are not going back to the old work environment, what are your thoughts of a four day work week, now that we are spending more time at home and looking for a better work-life balance?](https://www.g2.com/discussions/as-we-are-not-going-back-to-the-old-work-environment-what-are-your-thoughts-of-a-four-day-work-week-now-that-we-are-spending-more-time-at-home-and-looking-for-a-better-work-life-balance) - 1 upvote - [View SetSail pricing details and edition comparison](https://www.g2.com/products/setsail/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-25+04%3A56%3A08+-0500&secure%5Bsession_id%5D=3361d324-0018-4d77-a3d5-1ecea272ed46&secure%5Btoken%5D=4e662c94bdf9a9ff64a45ab1234540108c11341b8d57a23ed4a76a7ab6636a5d&format=llm_user) ## SetSail Features **Competition** - Competition Templates - Custom Competitions - Team Competitions - Simultaneous Competitions - Competition Adjustments - Awards and Incentives **Revenue Sourcing and Forecasting** - Pipeline Management - Dashboard Analytics - Data Segmentation - Revenue Operations Cadence **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Interactive Dashboards - Data Segmentation **Incentives** - Triggers - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Agentic AI - Sales Gamification** - Autonomous Task Execution **Integrations** - CRM Integration - TV Streaming **Predictive Analytics** - Opportunity Scoring **Personalization** - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Account Management** - Nonengaged Accounts - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Platform** - Reporting - User, Role, and Access Management - Enterprise Scalability - Data Import & Export Tools - Performance and Reliability **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - Sales Forecasting **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Employee Features** - Notifications ## Top SetSail Alternatives - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,496 reviews) - [Ambition](https://www.g2.com/products/ambition/reviews) - 4.6/5.0 (573 reviews)