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SetSail is a revenue execution platform that uses artificial intelligence to help B2B revenue teams track their activities, identify opportunities, and close deals. It can help teams improve their performance by providing them with insights into their data, identifying areas for improvement, and automating repetitive tasks.


  • Activity tracking: SetSail tracks the activities of B2B revenue teams, including calls, emails, and meetings. This data can be used to identify opportunities and track progress.
  • Opportunity identification: SetSail uses artificial intelligence to identify opportunities that B2B revenue teams may have missed. This helps teams to close more deals and increase their revenue.
  • Deal closing: SetSail provides insights into the likelihood of closing deals. This helps teams to prioritize their deals and focus on the most promising ones.
  • Automation: SetSail automates repetitive tasks, such as scheduling meetings and sending follow-up emails. This frees up time for B2B revenue teams to focus on more important tasks.
  • Integrations: SetSail integrates with a variety of CRM systems, including Salesforce, Microsoft Dynamics, and Oracle Sales Cloud. This allows B2B revenue teams to access SetSail data from within their CRM system, making it easy to track their progress and stay organized.

Use cases:

  • Lead generation: SetSail can help B2B revenue teams identify potential customers by analyzing their website traffic, social media activity, and other data.
  • Lead qualification: SetSail can help B2B revenue teams qualify leads by assessing their interest in the product or service, their budget, and their decision-making authority.
  • Deal management: SetSail can help B2B revenue teams manage deals by tracking their progress, forecasting their likelihood of closing, and identifying the best next steps.
  • Sales enablement: SetSail can help B2B revenue teams be more effective by providing them with insights into their customers, their competition, and the market.
  • Marketing campaign management: SetSail can help marketing teams track the performance of their campaigns and identify opportunities for improvement.

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