Setsail

Product information

Reviews

4.0 out of 5 stars

Setsail is best for enterprise sales teams who need to drive revenue growth by leveraging actionable sales data and incentive automation. It stands out for its unique approach to connecting sales behaviors directly to compensation, but may not be ideal if you require a highly customizable or non-sales-focused analytics platform. Compared to main competitors like Xactly, Spiff, and CaptivateIQ, it’s better suited for organizations looking to align sales incentives with actual deal-driving activities rather than just quota attainment. If you’re dealing with inconsistent sales performance and unclear incentive structures, this is probably the right tool. If not, you might want to explore alternatives that offer broader compensation management or more flexible analytics.

Setsail logo

Tool Details

Best For
enterprise
Popularity
Niche
Company Stage
Growth-Stage
Alternatives
  • Xactly
  • Spiff
  • CaptivateIQ
  • Varicent
  • QuotaPath
Pros
  • Connects sales activities directly to incentives
  • Intuitive dashboards for tracking performance
  • Helps drive consistent sales behaviors
  • Automates complex commission calculations
  • Integrates with major CRM platforms
Cons
  • Limited customization for non-sales use cases
  • May require significant onboarding for large teams
  • Pricing can be high for smaller organizations
  • Analytics depth may not match standalone BI tools

Guide to Customizing Setsail Dashboards for Different Sales Roles and KPIs

Learn how to actually customize Setsail dashboards for sales teams—by role and KPI—without drowning in generic advice or useless features.

How to Use Setsail to Align Marketing and Sales Teams for Better Lead Conversion

Cut through the noise—here’s how to actually use Setsail to get marketing and sales on the same page and boost your lead conversions.

How to Compare Setsail and Other B2B GTM Software Tools for Revenue Teams

Cut through the noise—learn how to compare Setsail and other B2B GTM tools so your revenue team picks what actually helps you sell more.

How to Automate Follow Up Tasks in Setsail to Improve Sales Rep Productivity

A practical guide to automating follow-up tasks in Setsail so sales reps spend less time clicking and more time actually selling.

How to Analyze Sales Cycle Length in Setsail to Uncover Bottlenecks and Accelerate Deals

Learn how to use Setsail to break down your sales cycle, spot bottlenecks, and actually speed up deals—without drowning in dashboards.

How to Use Setsail to Identify and Track Key Buyer Signals in Complex B2B Deals

Learn step-by-step how to use Setsail to spot and track real buyer signals in complex B2B sales, without getting lost in noisy data or hype.

Step by Step Guide to Building Automated Sales Reports in Setsail for B2B Teams

Learn exactly how to build automated, practical sales reports in Setsail. No fluff—just clear steps for B2B teams to get real, actionable insights.

Best Practices for Setting Up Opportunity Scoring Models in Setsail for Accurate Forecasting

Learn how to set up opportunity scoring models in Setsail for more accurate sales forecasting. Practical, no-nonsense tips for real sales teams.

How to Create and Assign Custom Deal Stages in Setsail for Advanced Sales Tracking

Learn how to set up and use custom deal stages in Setsail for sharper sales tracking—without the fluff. Step-by-step, honest advice inside.

How to Set Up and Monitor Sales Rep Performance Metrics in Setsail for Coaching Success

Learn how to set up, track, and actually use sales rep metrics in Setsail to drive real coaching results—without getting lost in the data weeds.

How to Integrate Salesforce Data Seamlessly with Setsail for Real Time Pipeline Management

Step-by-step, no-nonsense guide to syncing Salesforce data with Setsail for real-time pipeline management. Tips, gotchas, and honest advice.