Access pipeline insights, instantly
View reports and dashboards for every sales motion - including velocity tracking, conversion, time stamping and AE performance
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.
Generate Salesforce reports, easily
Sweep's suite of reports and dashboards gives your revenue team the power to move forward with real-time data, directly from Salesforce.
Velocity tracking
Track the velocity of records through the different steps of a deal to identify bottlenecks and opportunities for optimization
Improve funnel conversion
Gain a clear understanding of your conversion rates across your sales funnels. Identify areas for improvement so you can optimize your process and boost your pipeline predictability
Measure Account Executive performance
Track individual AE performance across key metrics like quota attainment, deal velocity, and customer satisfaction to gain insight into their overall effectiveness