Sweep is a no-code configuration tool designed to help B2B companies customize and scale the way their teams are using Salesforce, without the dev time.
Whether you’re a Salesforce pro, or you’re new to the platform, Sweep allows you to create and manage your CRM processes, rules, and automations visually with intuitive drag-and-drop tools. Then, the platform will deploy the newly updated sales processes as an optimized backend Salesforce infrastructure without any additional code required. Any changes made to the Salesforce environment are automatically recorded so you (and your teammates) don’t run the risk of “breaking” anything within the system.
Rather than needing to use typical Salesforce code and validation rules, Sweep provides ready-to-use templates for creating funnels that can be easily adapted to reflect your teams’ needs. Or, if you know exactly what you need, you can simply build the funnel yourself.
Once the funnels are built, Sweep allows you to communicate quickly and efficiently with your Sales team by providing personalized guidance within Salesforce.
And of course, reports can be generated for any and all of the elements of your funnel so you can pull the performance data when you need it.
Whether you work on a RevOps team or are a GTM leader at your company, you’ll be able to use Sweep to your advantage. Customers see the immediate benefits of saving time, increasing clear communication, and reducing the amount of technical requests being made of the RevOps team.
If your company has been using Salesforce for years, Sweep will allow you to simplify the existing processes for new and legacy team members. If you’re just starting out with your Salesforce environment, you’ll be able to save a ton of time – and increase transparency – between the RevOps and the GTM teams.
Why work with us
Sweep offers B2B companies a no-code solution to customizing and scaling the way their teams are using Salesforce, without the dev time.
Reasons to work with us:
- It’s simple to get started. If you’re already a seasoned Salesforce user, you can connect Sweep to your existing environment in a click. This way, your teammates can have access to a visual representation of what you have already built in your CRM.
- If you’re new to Salesforce, we have easy-to-customize Salesforce templates that were designed to save you time and set your team up for success.
- It’s a practical solution for technical and non-technical users on your team. Sweep offers all users the opportunity to create or update funnels visually, without the need for code.
- You can edit your Salesforce configuration with confidence. Sweep manages the complexity of the Salesforce architecture for you so you don’t have to worry about breaking something and then spending valuable time trying to fix it.
- You can automate reminders with Slack-integrated Playbook Alerts. Rather than “babysitting” your pipeline, Sweep allows you to set up automated Playbook Alerts that will remind your Sales reps to follow up with leads, check in on contracts, or complete any other pipeline-related task.
- Speed up your access to data and reports. Sweep gives you a chance to simplify the way you collect and report your data to your team as well as to your managers. You can create reports for different parts of the funnel that are easy to understand and easy to share. This speeds up the way in which funnels can be analyzed and optimized for success.
