Native routing for any object
Easily create and manage groups, territories, and assignment rules for any Salesforce object with a suite of Routing, Matching and Deduplication tools that will speed up your pipeline.
Trusted by top revenue leaders
Sweep has helped us unlock the full potential of Salesforce without limitation
Sweep's AI-powered documentation gave us immediate insights into what was happening in our Salesforce environment. It gave us insights which, in turn, enabled us to scale. We finally had the time to focus on the big picture.
Sweep's AI-powered documentation gave us immediate insights into what was happening in our Salesforce environment. It gave us insights which, in turn, enabled us to scale. We finally had the time to focus on the big picture.
I want to ‘Sweepify’ my whole Salesforce instance
As a RevOps team of one, migrating my company from Hubspot to Salesforce came with an extremely long “to-do” list. Sweep enabled me to accomplish those tasks way faster than I expected. The platform was flexible, allowing me to build all sorts of things including validations, automations, and assignment logic. Projects that I would normally tell my team should take me weeks truly only took me a couple of days.
As a RevOps team of one, migrating my company from Hubspot to Salesforce came with an extremely long “to-do” list. Sweep enabled me to accomplish those tasks way faster than I expected. The platform was flexible, allowing me to build all sorts of things including validations, automations, and assignment logic. Projects that I would normally tell my team should take me weeks truly only took me a couple of days.
Building Smarter and Faster
With Sweep, I have the ability to create and make changes directly within Salesforce and deploy them quickly to our Production, without the support of implementation partners. Also, the BI architecture allowed us to generate reports and access key insights almost immediately.
With Sweep, I have the ability to create and make changes directly within Salesforce and deploy them quickly to our Production, without the support of implementation partners. Also, the BI architecture allowed us to generate reports and access key insights almost immediately.
Exceptional Lead Management and Automation
I am thrilled with my experience using Sweep for lead management and automation. The lead routing system is intuitive and effective, streamlining our workflow and ensuring leads reach the right channels. Building automation is a breeze with the user-friendly interface, even for those with limited technical skills.
I am thrilled with my experience using Sweep for lead management and automation. The lead routing system is intuitive and effective, streamlining our workflow and ensuring leads reach the right channels. Building automation is a breeze with the user-friendly interface, even for those with limited technical skills.
Sweep has helped us unlock the full potential of Salesforce without limitation
Sweep's AI-powered documentation gave us immediate insights into what was happening in our Salesforce environment. It gave us insights which, in turn, enabled us to scale. We finally had the time to focus on the big picture.
Sweep's AI-powered documentation gave us immediate insights into what was happening in our Salesforce environment. It gave us insights which, in turn, enabled us to scale. We finally had the time to focus on the big picture.
I want to ‘Sweepify’ my whole Salesforce instance
As a RevOps team of one, migrating my company from Hubspot to Salesforce came with an extremely long “to-do” list. Sweep enabled me to accomplish those tasks way faster than I expected. The platform was flexible, allowing me to build all sorts of things including validations, automations, and assignment logic. Projects that I would normally tell my team should take me weeks truly only took me a couple of days.
As a RevOps team of one, migrating my company from Hubspot to Salesforce came with an extremely long “to-do” list. Sweep enabled me to accomplish those tasks way faster than I expected. The platform was flexible, allowing me to build all sorts of things including validations, automations, and assignment logic. Projects that I would normally tell my team should take me weeks truly only took me a couple of days.
Building Smarter and Faster
With Sweep, I have the ability to create and make changes directly within Salesforce and deploy them quickly to our Production, without the support of implementation partners. Also, the BI architecture allowed us to generate reports and access key insights almost immediately.
With Sweep, I have the ability to create and make changes directly within Salesforce and deploy them quickly to our Production, without the support of implementation partners. Also, the BI architecture allowed us to generate reports and access key insights almost immediately.
Exceptional Lead Management and Automation
I am thrilled with my experience using Sweep for lead management and automation. The lead routing system is intuitive and effective, streamlining our workflow and ensuring leads reach the right channels. Building automation is a breeze with the user-friendly interface, even for those with limited technical skills.
I am thrilled with my experience using Sweep for lead management and automation. The lead routing system is intuitive and effective, streamlining our workflow and ensuring leads reach the right channels. Building automation is a breeze with the user-friendly interface, even for those with limited technical skills.
Flexible territory management
Quickly assign owners by state, zip code, or custom logic. Update territories in minutes, not weeks, so your routing can keep pace with team changes, new markets, or shifting strategies.
Intelligent group management
Create and manage unlimited routing groups based on role, segment, product line, region, or anything else. Balance lead distribution with weighted round robin, enforce limits, and automate time-off management so leads never fall through the cracks.
Create custom assignment rules
Build logic that mirrors your real-world processes, whether it’s routing by product interest, customer tier, or sales stage. Apply rules across any object and ensure every handoff happens exactly when and where it should.
Matching and Deduplication
Design multiple deduplication rules for any combination of leads, contacts, and accounts. Configure easily to include tie breakers, filters, and timing control to support your data needs.