Sweep is a Salesforce-native platform built for Revenue Operations teams that want to eliminate manual admin work and scale processes confidently. It automates key functions like routing, deduplication, and pipeline alerts, while powering teams and metadata agents to work together to resolve issues and build better systems. Because Sweep is built to layer inside Salesforce, your data remains accurate and your processes consistent across teams. With complete visibility into performance, Revenue Operations leaders can enforce governance, surface insights faster, and drive predictable growth without needing to jump between spreadsheets or systems.

Sweep automates how leads, accounts, and opportunities are routed in Salesforce, replacing slow, manual assignments with dynamic rules. Operations teams can define ownership logic once—based on factors like territory, rep capacity, or deal size—and Sweep applies it automatically across the CRM. AI-powered prioritization ensures balanced workloads, faster responses, and fewer missed leads. By connecting marketing, sales, and customer success routing into one unified flow, Sweep guarantees every record lands with the right owner quickly, improving speed-to-lead and pipeline efficiency.

Sweep delivers real-time Salesforce alerts directly to Slack and Microsoft Teams, ensuring RevOps leaders stay on top of what matters most. Instead of waiting for weekly reports, teams receive instant notifications for stalled deals, overdue tasks, missing data, or unassigned records. Custom triggers surface issues as they happen, maintaining clean data and operational consistency. By meeting teams where they work, Sweep drives faster action, higher accountability, and improved forecast accuracy—so your revenue engine runs without surprises or delays.

Sweep proactively detects and merges duplicates in real time as records are created or updated across Salesforce. It goes beyond native duplicate rules by managing every edge case across leads, contacts, accounts, and cases. Teams can define custom merge logic, tie-breakers, and enrichment rules to preserve the right fields and relationships. Sweep’s flexible matching engine connects related records using company name, domain, or other identifiers, ensuring clean and reliable data for routing, reporting, and forecasting—without endless manual cleanup.

Yes. Sweep offers full control over how duplicates are handled in Salesforce. Operations teams can define field-level merge rules, ensuring critical information—like Account Owner or region—is always preserved. You can apply tie-breakers based on recency, activity, or data completeness, and decide when to automate merges or require review. This flexibility allows each Salesforce org to manage duplicates according to its specific governance model, resulting in trusted data quality that aligns perfectly with your business processes and priorities.

Sweep makes Salesforce forecasting more accurate by ensuring the CRM truly reflects how the business operates. It builds a clean, connected data model and automates record creation, updates, and maintenance, so pipeline data stays current and reliable. With Salesforce always aligned to real activity, forecasts become consistent, transparent, and trusted—empowering RevOps and leadership to plan confidently and act decisively.

Sweep enforces consistent pipeline stage progression by standardizing criteria across teams and regions. It allows RevOps leaders to define specific fields, activities, or approvals required before an opportunity can advance. Automated stage updates reflect true deal activity rather than manual inputs, ensuring accuracy and eliminating guesswork. Standardized definitions create consistent reporting and forecasting, while built-in alerts flag exceptions early. By embedding governance into Salesforce itself, Sweep helps maintain reliable data quality, predictable pipelines, and transparent revenue visibility at every level.

Sweep boosts rep productivity by removing the administrative friction that slows teams down. It automates repetitive tasks—like lead routing, deduplication, and follow-up alerts—so reps spend more time selling and less time managing Salesforce. By combining intelligent automation with clean, accurate data, Sweep gives reps a faster, smoother workflow and leaders the clarity to drive sustainable, high-performing sales teams focused on closing deals, not chasing updates.