Create predictable revenue by making sure the processes your teams actually run are represented accurately in Salesforce. Defined business logic, not a sales rep’s discretion, should determine which stage a lead or opportunity is at. Control your pipeline by setting up gates that define what information is required at which stage in your process.
Easily iterate on your existing Salesforce configuration as the details of your processes become more clear. Account for new stages, sales paths, and other motions. Configure and deploy changes from Sweep so you don’t have to worry about breaking what’s already working.
Create gates to filter for your intended client profile and ensure your team understands the pain they’re solving before a pitch.
Ensure the definitions you set for each stage dictate where at opportunity is, not where a rep wants it to be.
Are all of your opportunities in “negotiation” actually at the same stage with the same likelihood of closing? You understand the nuances of your funnel; use Sweep to make sure your Salesforce reflects them. Your forecasting will thank you for it ;)
Use the visibility created by Sweep to align with your customer-facing teams that the Salesforce configuration actually matches how their teams operate
Using Sweep to create automations is a great way to increase visibility for people who don’t live in Salesforce. The best part? Sweep is intuitive enough for them to do it themselves
Breeze through outstanding requests for new validation rules and automations by creating them using Sweep. Less time in the Salesforce weeds means more time for your high-visibility strategic projects.
Sweep is designed for B2B companies that use Salesforce as their CRM. Sweep supports both customers with an existing Salesforce configuration, or companies that are starting with Salesforce from scratch.
Sweep users install a managed package in their Salesforce instances. In Sweep, users configure how they want their business processes to work.
Sweep can then deploy these processes as metadata to Salesforce via the managed package (as custom fields, objects and custom metadata records), all of which are native to Salesforce.
Since Sweep is focused on your business processes, it currently only captures and analyzes your metadata, and not your data or PII.
Sweep is a certified Salesforce Partner.
Tell us about your business needs, and we’ll help you set up the perfect CRM.