[ SetSail Reviews ](https://www.g2.com/products/setsail/reviews) [ SetSail Reviews ](https://www.g2.com/products/setsail/reviews) # SetSail Features ##### ## Competition (6) Competition Templates Offers templates or examples of commonly used competition structures. Custom Competitions Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned. Team Competitions Set up competitions between groups of employees as opposed to competitions between individuals. Simultaneous Competitions Able to have multiple leaderboards and metrics running simultaneously for different groups of users. Competition Adjustments 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 Show More ##### ## Employee Features (1) Notifications Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc. Show More ##### ## Integrations (2) CRM Integration Integration with CRM software to access necessary metrics for the competition. TV Streaming Streams leaderboards and other competition-related news on company's TV. Show More ##### ## Platform (5) Reporting Displays standard reports at the end of each competition showing overall employee performance. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Enterprise Scalability Provides features to allow scaling for large organizations. Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. Show More ##### ## Data Sourcing (4) Data Sourcing Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Interactive Dashboards 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 Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (1) Opportunity Scoring Provides insights to determine which deals already in the pipeline have the best chance of closing. Show More ##### ## Sales Management (4) Live Pipeline Management 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. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Show More ##### ## Incentives (2) Triggers Automatically recognizes achievements that should be added to the leaderboard. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (3) Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual 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. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (1) Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## Agentic AI - Sales Gamification (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ## Top-Rated Alternatives [ ![Backstory](https://images.g2crowd.com/uploads/product/hd_favicon/90e0f690edf1e1ee38a93d1ea2688c4d/people-ai-backstory.svg "Backstory") Backstory 4.5/5(630) ](https://www.g2.com/products/people-ai-backstory/reviews) [ ![Clari](https://images.g2crowd.com/uploads/product/hd_favicon/325c3df8553cee1b8ab793d8f3dfa14a/clari.svg "Clari") Clari 4.6/5(5,609) ](https://www.g2.com/products/clari/reviews) [ ![Ambition](https://images.g2crowd.com/uploads/product/hd_favicon/aa4813b3d9bd145af721698ddeaac1e3/ambition.svg "Ambition") Ambition 4.6/5(588) ](https://www.g2.com/products/ambition/reviews) [ View All Alternatives ](https://www.g2.com/products/setsail/competitors/alternatives) SetSail Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_fb49a5c507afd442a234a82c66793454/people-ai-backstory.png "Product Avatar Image") Backstory 4.5/5(630) [ Compare Now ](https://www.g2.com/compare/people-ai-backstory-vs-setsail) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_639496e43ff3c84b8ca5dfb97a425de2/clari.png "Product Avatar Image") Clari 4.6/5(5,609) [ Compare Now ](https://www.g2.com/compare/clari-vs-setsail) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8a24bb218872058a7a13dd3b5d11e213/ambition.png "Product Avatar Image") Ambition 4.6/5(588) [ Compare Now ](https://www.g2.com/compare/ambition-vs-setsail) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Sales Analytics ](https://www.g2.com/categories/sales-analytics)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management) [ Revenue Operations & Intelligence (RO&I) ](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[ Sales Gamification ](https://www.g2.com/categories/sales-gamification) Show More ##### Explore More [ Greenhouse vs Lever vs Workable: which ATS is actually better for a mid-market company hiring across multiple departments? 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