Keep your CRM healthy with SetSail & Revenue Wizards

Keep your CRM healthy with SetSail & Revenue Wizards

Keep your CRM healthy with SetSail & Revenue Wizards

Find and fix your worst CRM data challenges

See how much data is missing from your Salesforce and how it could be hurting your revenue.

You’ll see 12 critical indicators of CRM health, including:

  • Opportunities without recent activity

  • Contacts missing key data

  • Poor account coverage

  • Low rep activity levels

You’ll be asked to provide partial access to your SFDC for read-only purposes. The grader will run an analysis in your browser. Once you close the grader, all access will be removed.

Why use the Grader?

Salesforce estimates that 91% of CRM data is incomplete and 70% of that data deteriorates annually. Your CRM might be the exception — but probably not.

That means you're missing critical opportunity data. Your contacts are incomplete. You can't see what your reps are doing. And you don't know what could be hurting your revenue. The CRM Health Grader shows you the most glaring problems in your CRM.

Get Your Detailed Report in Seconds

Receive instant insights into your CRM data problems, including metrics on opportunity health, contact completeness, account coverage, and rep activities.‍ See the most serious challenges at the top so you can prioritize and fix your issues accordingly.

Secure and Private

The CRM Health Grader was built with security and privacy front-and-center.

This is our promise to you:

  • No emails, contact details, or any other fields will be sent to anyone

  • Access is used strictly for read-only purposes

  • Your oAuth token is not stored or cached (it’s gone once you close your browser)

  • Only anonymized data is captured and for benchmarking purposes only

No Download required. Save hours of analysis.

See what your CRM is missing without the legwork. Just sign in clicking the button below and using Salesforce, and get the results right in your browser.

Check CRM Health