Sweep Base Plan

What do you like best about the product?

We rely on Sweep for lead routing, deduplication, automatic lead conversion, Slack notifications, and visualizing logic. Thanks to Sweep, we've reduced the time it takes to build and update our processes by around 70%.

What do you dislike about the product?

You are unable to create records or change Opportunity Stage names directly within Sweep.

What problems is the product solving and how is that benefiting you?

Sweep’s field utilization tools have helped us maintain clean and reliable data by removing redundant fields and enabling the creation of accurate reports that our leadership team can trust. The automated workflows and alerts make it easy for our Customer Success team to monitor onboarding, thanks to real-time Slack notifications and automatic record creation. We now have complete transparency and control over our Salesforce instance, as Sweep’s AI-powered documentation and visualizations offer immediate clarity and eliminate any uncertainty about what’s inside.

What do you like best about the product?

The Sweep team takes the time to understand your needs and becomes an extension of your team. If you have a small team or lack a Salesforce developer or Admin than this is the best way forward. We were able to cancel our contract with a 3rd party consultant and take control back of our data and workflows. It was simple to use and my enablement team took over the use of it daily.

What do you dislike about the product?

I wish I found them sooner as our data was disorganized and lacked workflows without Sweep.

What problems is the product solving and how is that benefiting you?

Sweep allowed us to take control back of our entire Salesforce instance and all the data flowing into it. We made executive, sales rep and customer success level dashboards, updated all our territory assignments, and built workflows for pre and post sales.

What do you like best about the product?

Sweep made our our shift away from Workflow Rules & Process Builder quick and painless. We were able to start editing and adjusting processes right away, and modernize everything without the usual headaches and without having to be rocket scientists in SFDC admin!

What do you dislike about the product?

Nothing! Ramp time is short and the Sweep team takes time to make sure we are getting the most out of the tool.

What problems is the product solving and how is that benefiting you?

In addition to building automations, it gives us a clear way to visualize our entire Salesforce workflow. That makes it easy to see how resources are connected, spot potential issues before we break something, and make changes confidently. We can now adjust Salesforce on the fly (something we never could before) and we’ve eliminated the need to bring in costly outside consultants.

What do you like best about the product?

We signed up with Sweep fairly early on and have really enjoyed working with the team. They have been great with our clients and their product features come in handy. Highly recommend to anyone looking to manage their Salesforce instance.

What do you dislike about the product?

There should be a function that allows existing orgs to easily transform existing automation into Sweeps engine.

What problems is the product solving and how is that benefiting you?

Helping with system documentation and audits.

What do you like best about the product?

The team, their knowledge, their help and understanding, and the visual parts of their tool that make saleforce so much more doable for non coders. It is so intuitive to use and barely requires any initial training before implementation. Their Customer Support is unparalleled (thank you Benjamin!!) and I use sweep every day to immediately see results in SF

What do you dislike about the product?

There are no downsides!!! You NEED Sweep

What problems is the product solving and how is that benefiting you?

Any difficulties of using and understanding Salesforce