It’s likely that you understand your processes better today than you did when initially creating the environment.
No problem! Use Sweep’s visual editor to apply your new learnings to your Salesforce environment so your CRM reflects what your teams are actually doing.
Whether you are accounting for a new sales motion or defining your post-sale processes, responsible companies are always adding to their Salesforce. Sweep allows you to customize fast without risking breaking what already works
New business is usually the initial focus but what happens after a deal is won? Defining processes for renewals, upsells, and cross-sales is vital and require customization to each org.
Sweep creates the visualization Salesforce lacks, making it easy for the teams you support to understand what you’ve built.
Use increased visibility to collaborate with stakeholders and ensure processes match what each team is actually doing.
The understanding of your business processes is constantly evolving. Sweep enables you to update Salesforce quickly to reflect your most current iteration.
Sweep creates Salesforce infrastructure so changes in one place don’t have impacts on others. In short, don’t worry about breaking anything.
Sweep’s process visualization means you always have an up-to-date representation of your Salesforce. Present to leadership using our views.
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.