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 dedupe 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.
Simplify territory management
Optimize your territory planning, whether by state, city or zip code. Stay agile based on your company's evolving needs by making changes quickly and easily.
Optimize your groups
Create and manage an unlimited number of groups based on roles, territories, customer segments, product categories, or another set of criteria. Set individual and group limits for lead allocation, ensure balanced distribution through weighted round robin, and manage team availability by scheduling time off.
Create custom assignment rules
Create rules that support any scenario, work on any Salesforce object, and connect the right lead with the right person, fast.
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.