But what that means looks different at every company. Often very different. With Sweep it’s easy to offer a custom configuration for clients that don’t want maintenance and overhead.
Exactly what they need to get started, with an eye towards the future.
Every business starts in the same place, so make that repeatable.
Scalable best practices for setup
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.
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 at the click of a button.
Tell us about your business needs, and we’ll help you set up the perfect CRM.