Every day, RevOps and GTM teams are expected to keep revenue flowing, and prove their impact. But when the funnel slows down, the signs aren’t always obvious. A delayed follow-up here. A missed SLA there. Over time, inefficiencies pile up, results stall, and your team risks becoming invisible, not because you’re not working hard, but because no one can see where the work is going wrong.

A recent Bain & Company survey shows 70% of companies fail to integrate sales plays into CRM and revenue tech, leaving teams scrambling to connect the dots while results decline and confidence erodes.

This is where Sweep’s Process Agent changes everything.

Instead of relying on fragmented analysis (and gut instinct), Sweep’s Process Agent does the heavy lifting for you. This AI-powered solution acts as a virtual consultant, analyzing your Salesforce data and metadata in real time to pinpoint inefficiencies and provide actionable recommendations.

When revenue slips through the cracks

Imagine this scenario: Your sales team is missing targets, and leadership wants answers. After weeks of digging, you uncover the issue: outdated automations, manual handoffs, and an alert that silently broke months ago.

You loop in Admins, Analysts, Sales managers. You align on a fix, only to realize the damage is already done and your team looks like it missed the obvious.

Modern revenue operations are too complex for manual diagnosis.

• Answers take too long: By the time you’ve pieced together data and team input, the opportunity’s gone.
• Data is fragmented: Insights are buried across tools, reports, and people.
• Decisions feel like educated guesses: Without visibility across segments and stages, every fix feels like a gamble.

And while you’re investigating yesterday’s issues, today’s revenue is already slipping.

How Process Agents work

Sweep’s Process Agent continuously monitors your Salesforce setup to expose bottlenecks before they cause pipeline damage. It:

• Automatically detects inefficiencies by analyzing Salesforce configurations, automation workflows, and conversion trends.
• Surfaces revenue bottlenecks before they impact sales, identifying drop-offs, slow-moving deals, and process gaps across different customer segments.
• Recommends fixes instantly so you can take immediate action to adapt your sales funnel, without spending weeks on manual analysis.

Let’s say your sales team has seen a drop in conversion rates, but no one can quite pinpoint why. Instead of digging through reports and chasing down data, you turn to Sweep’s Process Agent.

• The AI instantly scans your Salesforce data and identifies that high-intent leads are getting stuck in a particular stage due to slow follow-up times.
• It cross-references metadata and surfaces an issue: an automation designed to notify sales reps has been misfiring, causing delays in outreach.
• It suggests a fix: updating the automation logic and adjusting SLA triggers to improve speed-to-lead response time.

Don’t wait for missed numbers to trigger a post-mortem. Don’t let friction make your team invisible.

Book a demo to see how Process Agent gives you the visibility, clarity, and confidence to act.