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ease
features
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support

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Description

Harness the capabilities of machine learning to elevate your sales team's performance. To begin with, SetSail automatically gathers and enhances your customer and activity information, relieving your team of this burden. We then create a customized machine learning model tailored to your business, which assesses account and deal health by utilizing CRM data and the sentiment of communications, employing advanced natural language processing (NLP) methods. Our models focus on objective indicators, such as sentiment expressed during customer interactions, rather than relying solely on subjective assessments like deal stages. With the power of our machine learning engine, SetSail provides actionable insights that enable representatives, managers, and executives to monitor pipeline health in real-time. This robust tool can dissect data by representative, deal, account, and conversation theme, allowing you to uncover performance challenges and obstacles to closing deals. By identifying and addressing weaknesses promptly, you can safeguard your revenue and optimize your sales strategy for greater success. Furthermore, staying ahead of potential issues can enhance team morale and foster a culture of continuous improvement.

Description

ShiftUp is a sales intelligence platform driven by AI that is seamlessly integrated within Salesforce, designed to assist enterprises in identifying and capitalizing on hidden revenue opportunities throughout their account portfolio. The platform persistently examines extensive account collections, often comprising numerous accounts for each representative, to identify inactive or underutilized accounts that may present lucrative deals. By providing prioritized and actionable insights directly within Salesforce, ShiftUp brings valuable opportunities to the forefront. It recognizes early warning signs such as changes in technology stacks, new executive appointments, mergers and acquisitions, regulatory changes, or budget increases, offering what it terms “premium revenue signals” that frequently suggest a strong possibility of upcoming purchases. Furthermore, for each account, it can create comprehensive stakeholder maps detailing economic buyers, technical evaluators, and decision influencers, along with insights into budget trends and the competitive landscape, effectively equipping sales professionals with a thorough understanding of whom to engage and the optimal timing for outreach. This level of insight ultimately empowers sales teams to maximize their efforts and drive greater revenue growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SetSail

Country

United States

Website

www.setsail.co

Vendor Details

Company Name

ShiftUp

Founded

2025

Country

United States

Website

shiftupai.com

Product Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Product Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

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Alternatives

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