Audience

Companies interested in a tool to visualize, create and manage their CRM processes, rules, and automations

About Sweep

Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one.

Integrations

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Company Information

Sweep
United States
www.sweep.io/product/

Videos and Screen Captures

Sweep Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Support
Online

Sweep Frequently Asked Questions

Q: What kinds of users and organization types does Sweep work with?
Q: What languages does Sweep support in their product?
Q: What other applications or services does Sweep integrate with?
Q: What type of training does Sweep provide?

Sweep Product Features

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Lead Management

Pipeline Management
Lead Distribution
Activity Tracking
Lead Nurturing
Campaign Management
Lead Segmentation
Prospecting Tools
Source Tracking
Lead Capture
Lead Scoring

Sales Force Automation

Proposal Generation
Territory Management
Call Management
Performance Metrics
Contact Management
Field Sales Management
Lead Management
Commission Management
Sales Forecasting
Referral Tracking
Campaign Management
Customer Database
Email Marketing
Channel Management
Opportunity Management
Contract Management