Get an edge with revenue velocity innovation
Sweep is a visual workspace that identifies and unlocks revenue bottlenecks powered by smart pipeline automations and real-time data insights
Trusted by top Revenue leaders
Eliminate the discovery phase
See what’s been built in Salesforce, instantly. Plus, our real-time documentation functionality and integrated AI ensures that you have a shared understanding of any additional changes that are made.
Collaborate with your client
Use Sweep’s visual platform to get everyone on the same page. Delegate tasks to your client without fear that something will break so you can focus on higher impact projects.
Increase your efficiency
Save time working with clients to build the custom Salesforce they want. Empower your clients to see what is – and what isn't – working within their configuration.
Onboard your client with ease
Sweep’s no code platform empowers any team to skip the onboarding and get right to the good stuff. Allow your client to simply drag-and-drop their way into building custom business processes that align with their GTM strategies.
Sweep is designed for B2B companies that use Salesforce as their CRM. Sweep supports both customers with an existing Salesforce configuration, or companies that are starting with Salesforce from scratch.
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.
- Salesforce license - Professional edition & up
- Business email address to book a demo
Try Sweep Today
Tell us about your business needs, and we’ll help you set up the perfect CRM.