SetSail Features
Competition (6)
Competition Templates
Based on 29 SetSail reviews and verified by the G2 Product R&D team. Offers templates or examples of commonly used competition structures.
Custom Competitions
Based on 39 SetSail reviews and verified by the G2 Product R&D team. Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.
Team Competitions
Based on 34 SetSail reviews and verified by the G2 Product R&D team. Set up competitions between groups of employees as opposed to competitions between individuals.
Simultaneous Competitions
Based on 30 SetSail reviews and verified by the G2 Product R&D team. Able to have multiple leaderboards and metrics running simultaneously for different groups of users.
Competition Adjustments
Based on 36 SetSail reviews and verified by the G2 Product R&D team. Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.
Awards and Incentives
Provides sales teams with a list of rewards they can choose from based on high performance 39 reviewers of SetSail have provided feedback on this feature.
Employee Features (1)
Notifications
Based on 28 SetSail reviews and verified by the G2 Product R&D team. Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.
Integrations (2)
CRM Integration
Based on 41 SetSail reviews and verified by the G2 Product R&D team. Integration with CRM software to access necessary metrics for the competition.
TV Streaming
As reported in 14 SetSail reviews. Streams leaderboards and other competition-related news on company's TV.
Platform (5)
Reporting
Based on 31 SetSail reviews and verified by the G2 Product R&D team. Displays standard reports at the end of each competition showing overall employee performance.
User, Role, and Access Management
Based on 28 SetSail reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Enterprise Scalability
Based on 23 SetSail reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations.
Data Import & Export Tools
Based on 22 SetSail reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Performance and Reliability
Based on 39 SetSail reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
Data Sourcing (4)
Data Sourcing
As reported in 22 SetSail reviews. Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
Based on 20 SetSail reviews. Enables user to communicate data by securely exporting and sharing it.
Interactive Dashboards
Based on 24 SetSail reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
As reported in 20 SetSail reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (1)
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing.
Sales Management (4)
Live Pipeline Management
As reported in 18 SetSail reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards. This feature was mentioned in 25 SetSail reviews.
Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible. 18 reviewers of SetSail have provided feedback on this feature.
Activity Tracking
Based on 28 SetSail reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Incentives (2)
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
Leaderboards
As reported in 40 SetSail reviews. Highlights top-performing employees to publicly reward their achievements.
Personalization (3)
Custom Reports
As reported in 25 SetSail reviews. Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls. 35 reviewers of SetSail have provided feedback on this feature.
Goal Setting
As reported in 32 SetSail reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Integrates with CRM and financial systems to help determine goals This feature was mentioned in 30 SetSail reviews.
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Based on 28 SetSail reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (1)
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Revenue Sourcing and Forecasting (4)
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (5)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with
Historical Patterns
Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Gamification (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
