Customer Stories February 14, 2025
How Cognitiv Maximized Salesforce Operational Efficiency with Sweep
Aaquil Rowe knows that keeping operations running smoothly is absolutely critical to the success of a business. As the Senior Manager of Sales and Marketing Operations at Cognitiv, he was tasked with evaluating and implementing the necessary changes to ensure that every business process was operating at its most optimal level. And in order to achieve this success, he had to start with their Salesforce instance.
Founded in 2015, Cognitiv is an AI marketing company that enables brands to connect with their customers in more precise, relevant, impactful moments at scale. When Aaquil Rowe joined the team in 2023, he knew that taking on an inherited configuration would require a significant amount of time, patience, and prioritization. By implementing Sweep, Aaquil was able to manage multiple complex projects simultaneously, helping him execute the technical aspects of the projects without hiring additional headcount. Plus he was able to clean their data, access real-time data insights, and streamline sales processes for the entire organization in a fraction of the time that he had originally scoped out.
Ensuring data cleanliness within Salesforce
As part of a broader data hygiene initiative, Aaquil identified duplicate accounts as a critical issue affecting data integrity and operational efficiency. He needed to find an automated solution that could not only detect existing duplicates but also prevent future occurrences.
By leveraging Sweep’s advanced deduplication solution, Aaquil quickly assessed the extent of the problem, uncovering that approximately 16% of the company’s accounts were duplicates. With Sweep’s configurable matching logic and automated merge capabilities, he efficiently consolidated redundant records, streamlining data management without disrupting ongoing business operations.
Streamline Sales process with automated Slack alerts
As Cognitiv looked to scale, Aaquil was tasked with streamlining deal management and improving data accuracy as part of the sales process. He was able to increase the number of Salesforce opportunity updates made via Sweep’s Slack integration by more than 20%. He was also able to reduce the average number of days between key sales stages by 5% with the support of Sweep’s workflows and automations.
Plus, Aaquil was able to be mindful of his own bandwidth as well. He was able to get more done in less time so he could stay focused on his operational priorities. “There were projects that would take at least a week and time from multiple stakeholders, and I was able to get it done in half a day,” Aaquil says.
From quarterly reports to real-time insights
The product team at Cognitiv was reliant on Aaquil to pull quarterly reports on the competitive landscape. By using Sweep’s automated Slack Alerts, he was able to expedite the entire feedback loop. So, when a deal was lost to a competitor, the rep was prompted to indicate why the deal was lost, saving Aaquil a manual process and providing insight and meaningful product feedback to the team in real time.
Increasing Salesforce adoption among Sales reps
As the source of truth for the sales organization, it was vital to encourage adoption of the platform across multiple teams. Aaquil felt that Sweep’s visual workspace and intuitive interface would be a helpful solution to help sales reps manage their deals. The reps were more than happy to participate. In fact, Aaquil was able to achieve 95% adoption of Sweep as a tool among sales reps for managing opportunities and tasks within Salesforce.
By leveraging Sweep, what once seemed like a daunting, time-consuming effort became a seamless, efficient transformation, helping the entire team operate smarter and faster. Aaquil was able to juggle multiple complex projects with ease—executing the technical aspects without the need for additional headcount. Not only did he clean and optimize their data, but he also gained real-time insights and streamlined sales processes across the organization. If you want to discover what Sweep can do for your operations team, book a demo here.
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