Sweep
Sweep IncReviews from AWS customer
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Great Features & Time Saver!
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.
Sweep Team Feels Like a True Extension of Our Own
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.
Made Workflow Rule Retirement a Non-Issue
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.
Great Partner Program and Product
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.
Sweep is a MUST HAVE for any team using salesforce
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
Sweep is a MUST HAVE for any Salesforce team!
What do you like best about the product?
What I like best about using Sweep is how it brings everything from planning, building, documentation, and deployment into one seamless, intuitive workflow. I don’t have to bounce between tools or dig through old notes at all; the AI-powered process documentation is basically my best friend at this point. It captures everything we do automatically, and keeps our org transparent and easy to manage. Sweep was incredibly easy to implement as we were up and running in no time, with no heavy setup or learning curve. It fit right into our workflow, and now my team uses it every single day. Plus, you literally just hook it right up to your sandbox or production org making the integration with Salesforce effortless.
And also, their team is beyond phenomenal. They’re incredibly responsive, open to feedback, and clearly invested in helping ops teams succeed. Between the product and the people behind it, Sweep has become a core part of how we work smarter in Revenue Operations and across my GTM team. I literally will take it to any role I am in within Revenue Operations!
And also, their team is beyond phenomenal. They’re incredibly responsive, open to feedback, and clearly invested in helping ops teams succeed. Between the product and the people behind it, Sweep has become a core part of how we work smarter in Revenue Operations and across my GTM team. I literally will take it to any role I am in within Revenue Operations!
What do you dislike about the product?
Honestly, I haven’t run into any major downsides with Sweep. It’s rare for a tool to deliver this much value out of the gate, but Sweep has. If anything, I’d say the biggest “challenge” is recalibrating how we work because once you get used to this level of automation and visibility, going back to manual processes or scattered tools just isn’t an option anymore.
What problems is the product solving and how is that benefiting you?
Sweep helps us move faster without sacrificing visibility or quality. It saves time, reduces manual work, and makes it easier to collaborate and scale especially valuable for lean Salesforce teams. The support team is also phenomenal, which makes the experience even better. We have been able to consolidate a lot of our tech stack directly onto Sweep saving the business money which is nice to see as well. The Agentic layer they offer is also giving us insights into our Salesforce data that we previously did not have access to across the GTM org, and it is allowing us to become more agile and move more quickly than before.
A MUST FOR EVERYONE
What do you like best about the product?
practicly everyone can use it without being an expert on Salesforce.
realy user friendly, its easy to make changes and then deploy, without having to afraid you cant role back :)
our support is awsome and realy quick.
realy something that you HAVE TO HAVE.
realy user friendly, its easy to make changes and then deploy, without having to afraid you cant role back :)
our support is awsome and realy quick.
realy something that you HAVE TO HAVE.
What do you dislike about the product?
i dont think i've encountered anything to dislike about Sweep..
What problems is the product solving and how is that benefiting you?
Sweep actually changed our life! as a small hi tech company we had to build all of our CRM and project management from scratch, and Sweep really showed us how easy it can be, and how we can grow with them and be our best version. im sure we have a lot more growing to do with that great product.
Amazing Product
What do you like best about the product?
I like how it replaces a lot of our tools. It's simple, yet efficient. The team and the support we get is world class. The best part is the agility, there's always something new and exciting updates .
What do you dislike about the product?
There's nothing to dislike. Our experience has been great so far.
What problems is the product solving and how is that benefiting you?
We've replaced out lead routing as well as matching rulese for which we had a different tool. We also extensively use the documentation as well as the copilot feature. It is amazingly handy
Sweep is the BEST product for Salesforce admins - Hands down!
What do you like best about the product?
Sweep makes Salesforce administration a dream -- and lets us FINALLY focus on what really matters for GTM revenue org vs. the "how" to implement Salesforce automations.
I am so impressed and happy there are people out there who made the UI of Salesforce finally something I am EXCITED to use and can't wait to tell other RevOps leaders to consider.
I am so impressed and happy there are people out there who made the UI of Salesforce finally something I am EXCITED to use and can't wait to tell other RevOps leaders to consider.
What do you dislike about the product?
It's a little buggy here and there but the best part is their team responds right away and can release fixes in hours or days, not quarters. This team is hungry and it's admirable as a customer!
What problems is the product solving and how is that benefiting you?
We had to manually re-assign territories to Sales and SDR reps which changes frequently. All related records had to be manually updated too and in MINUTES, we built the logic into Sweep to do automatically.
This was the reason we bought Sweep, but now we are benefitting from all the other amazing features it has like the Visual Canvas, Verify URL automation, Slack Alerts, Documentation and Routing.
This was the reason we bought Sweep, but now we are benefitting from all the other amazing features it has like the Visual Canvas, Verify URL automation, Slack Alerts, Documentation and Routing.
solo admin's best friend
What do you like best about the product?
Seriously -- when I saw the documentation/AI portion of this demo, I knew I had to have it. As a solo admin and someone who needs to troubleshoot pretty frequently, being able to ask this tool what is going on under the hood and getting a detailed description of how my automations are working is a game changer.
This is also an incredible way to consolidate your tech stack -- we use it for our roll-ups, de-duping and our change management documentations. I supplement flow with this and use the automations piece in conjunction with assignments for some more complicated group assignments as well.
Customer support team is out of this world friendly and extremely knowledgable of this tool as well, so my questions are always answered quickly
This is also an incredible way to consolidate your tech stack -- we use it for our roll-ups, de-duping and our change management documentations. I supplement flow with this and use the automations piece in conjunction with assignments for some more complicated group assignments as well.
Customer support team is out of this world friendly and extremely knowledgable of this tool as well, so my questions are always answered quickly
What do you dislike about the product?
One of the only things I would love to see is the interaction with AI to be a little more robust. Right now, when you click into the AI chat, it hasn't quite been able to figure out how to answer my questions while analyzing a larger portion of the org.
What I mean is, if I am clicked into the Account object, I am restricted to just whats on the account object. I have to back out and pick a new object to ask questions about. I'd like to be able to zoom into one part of the org, and when it returns an answer that says, "Actually try checking here on X object", I'd like to be able to ask it to look and bring that info in to me rather than having to click around to ask the question again.
What I mean is, if I am clicked into the Account object, I am restricted to just whats on the account object. I have to back out and pick a new object to ask questions about. I'd like to be able to zoom into one part of the org, and when it returns an answer that says, "Actually try checking here on X object", I'd like to be able to ask it to look and bring that info in to me rather than having to click around to ask the question again.
What problems is the product solving and how is that benefiting you?
The solo admin situation -- its saving me a ton of time trying to troubleshoot the org and put into place new things.
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