Sweep enables you to create a scalable and customizable implementation of your CRM. Sweep offers an intuitive UI to design your business processes, and automatically translates and deploys them as a configuration to Salesforce.
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.
If you have an existing Salesforce configuration, Sweep will enable you to build alongside the existing configuration with no interference or seamlessly convert the existing configuration to Sweep in one click.
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.
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