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

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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
Cloud
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 Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported

Lead Management

Pipeline Management Not Supported
Lead Distribution Not Supported
Activity Tracking Not Supported
Lead Nurturing Not Supported
Campaign Management Not Supported
Lead Segmentation Not Supported
Prospecting Tools Not Supported
Source Tracking Not Supported
Lead Capture Not Supported
Lead Scoring Not Supported

Sales Force Automation

Proposal Generation Not Supported
Territory Management Not Supported
Call Management Not Supported
Performance Metrics Not Supported
Contact Management Not Supported
Field Sales Management Not Supported
Lead Management Not Supported
Commission Management Not Supported
Sales Forecasting Not Supported
Referral Tracking Not Supported
Campaign Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Channel Management Not Supported
Opportunity Management Not Supported
Contract Management Not Supported