Need a Salesforce partner – or someone to just get it done?
Sweep professional services works with you or takes on the heavy lifting to implement, customize and manage your Salesforce, efficiently and cost effectively.
Trusted by companies like yours
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Round-robin & load balancing
Fair distribution improves trust, morale, and performance. Sweep offers Salesforce round robin and load balancing options to ensure no rep is overloaded or left behind, preventing bias and ensuring equal coverage.
- Sequential or weighted round robin for any object
- Workload balancing with ownership limits
- Intuitive dashboards for managers and reps
Round-robin & load balancing
Fair distribution improves trust, morale, and performance. Sweep offers Salesforce round robin and load balancing options to ensure no rep is overloaded or left behind, preventing bias and ensuring equal coverage.
- Sequential or weighted round robin for any object
- Workload balancing with ownership limits
- Intuitive dashboards for managers and reps
Round-robin & load balancing
Fair distribution improves trust, morale, and performance. Sweep offers Salesforce round robin and load balancing options to ensure no rep is overloaded or left behind, preventing bias and ensuring equal coverage.
- Sequential or weighted round robin for any object
- Workload balancing with ownership limits
- Intuitive dashboards for managers and reps
Round-robin & load balancing
Fair distribution improves trust, morale, and performance. Sweep offers Salesforce round robin and load balancing options to ensure no rep is overloaded or left behind, preventing bias and ensuring equal coverage.
- Sequential or weighted round robin for any object
- Workload balancing with ownership limits
- Intuitive dashboards for managers and reps
Real users. Real time saved.
Challenge:
Cybrary relied on LeanData for their routing needs, but faced high costs, rigid workflows, and long delays matching leads against its 1M+ account database. Leads sat in a “holding period” before routing, slowing speed-to-lead.
Implementation:
Cybrary migrated to Sweep in days, consolidating routing, deduplication, and assignment in one Salesforce-native layer.
Results:
- 90% faster implementation of routing changes
- 80% lower cost to maintain routing logic
- 2x faster response to territory and team shifts
"Sweep's UI made it very clear to me what assignments were going where, and which criteria were extraneous or duplicative. Now iterating and making changes is way easier than before."
Challenge:
Cybrary relied on LeanData for their routing needs, but faced high costs, rigid workflows, and long delays matching leads against its 1M+ account database. Leads sat in a “holding period” before routing, slowing speed-to-lead.
Implementation:
Cybrary migrated to Sweep in days, consolidating routing, deduplication, and assignment in one Salesforce-native layer.
Results:
- 90% faster implementation of routing changes
- 80% lower cost to maintain routing logic
- 2x faster response to territory and team shifts
"Sweep's UI made it very clear to me what assignments were going where, and which criteria were extraneous or duplicative. Now iterating and making changes is way easier than before."
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Why partner with Sweep
Faster, smarter Salesforce delivery. 10+ years of experience across implementation, customization, and integration.
Implementation
End-to-end Salesforce setup, from system design and object modeling to deployment and enablement. Go live in weeks, not months.
Integration
Connect Salesforce to your stack with smart, secure integrations, marketing, support, CPQ, analytics, and more
Migration
Move from spreadsheets, messy instances, outdated automations like Process Builder and Workflow Rules, to a clean, consolidated Salesforce setup.
Support & enablement
Ongoing help for Admins, RevOps, or Go-to-Market teams, documentation, maintenance, and training included.
Implementation
End-to-end Salesforce setup, from system design and object modeling to deployment and enablement. Go live in weeks, not months.
Integration
Connect Salesforce to your stack with smart, secure integrations, marketing, support, CPQ, analytics, and more
Migration
Move from spreadsheets, messy instances, outdated automations like Process Builder and Workflow Rules, to a clean, consolidated Salesforce setup.
Support & enablement
Ongoing help for Admins, RevOps, or Go-to-Market teams, documentation, maintenance, and training included.
Let’s make Salesforce work for you.
Book a free consult
Efficient, intelligent implementation designed around your business.
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