Sweep
Sweep IncReviews from AWS customer
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great product!
What do you like best about the product?
We are just getting really getting into using everything with sweep but so far it has been able to replace several products that we had. It is fairly user intuitive and as someone that does not have a development background this has been huge. They are very responsive to questions and requests. They added a feature to their product specifically for our company that will save us hours upon hours upon hours implementing a new project.
What do you dislike about the product?
I may have missed this, and with the constant improvements they are making this might be hard but having a good knowledge base that defines the different parts of each thing the tool can do would be really cool. So far, they have been super responsive when we have questions but it'd be cool to not always have to be a bother!
What problems is the product solving and how is that benefiting you?
The biggest priority for us in using sweep has been dealing with duplicate records. So far it's been great. I have used it some for documentation and hope to start using it to replace out roll-up fields. I'm sure in the future we will be using the documentation for sharing info with teams that do not us salesforce but use salesforce data.
We love Sweep.
What do you like best about the product?
We use Sweep for our lead routing, deduping, auto-lead converting, slack alerts, and more. At my previous company, I used to have to build these functions out in flows and automations, which would day many hours, or even days, and was cumbersome to update every time the business logic would change. We have been using their product for some time now and they are constantly releasing new features and their support team is attentive to our needs. While I don't think Sweep can replace a Salesforce Admin or project manager, it allows us to free up our time to focus on Data Hygiene, Analysis and improving the UI for our teams. The other main benefit of Sweep is that it makes visualizing logic easy in a condensed and understandable way, even for non-Salesforce admins.
What do you dislike about the product?
So far so good and I don't have any dislikes.
What problems is the product solving and how is that benefiting you?
1. Sweep is a game-changer for our Sales Ops team. It significantly reduces the time spent on tedious automation tasks like lead routing and territory management.
2. The intuitive interface also makes it easy to visualize and manage complex workflows. - Management and non-Salesforce Admins can understand it and use it.
2. The intuitive interface also makes it easy to visualize and manage complex workflows. - Management and non-Salesforce Admins can understand it and use it.
How Benjamin and Sweep helped Codametrix structure their Salesforce org
What do you like best about the product?
Over the last couple months I've had the pleasure of working with Benjamin from Sweep, and I cannot speak highly enough of the support he provided. Benjamin played a crucial role in helping us structure the overall architecture of our Salesforce environment. His deep understanding of both the technical and strategic aspects of Salesforce allowed us to streamline our processes and ensure we were set up for long-term success.
What really stood out, though, was how Benjamin went above and beyond to teach me how to build complex automations within Sweep. His step-by-step guidance made what initially seemed like a daunting task feel manageable. He was patient, clear in his explanations, and always made sure I understood the logic behind each automation before moving on to the next step.
What really stood out, though, was how Benjamin went above and beyond to teach me how to build complex automations within Sweep. His step-by-step guidance made what initially seemed like a daunting task feel manageable. He was patient, clear in his explanations, and always made sure I understood the logic behind each automation before moving on to the next step.
What do you dislike about the product?
We have nothing to complain about over here!
What problems is the product solving and how is that benefiting you?
Sweep is solving the problem of an inefficient and unsustainable Salesforce setup by helping us restructure our environment for scalability. Initially, our Salesforce system wasn’t designed to handle growth or adapt to evolving business needs, which led to bottlenecks and manual processes. With Sweep’s expertise, we’ve been able to optimize our architecture, automate complex workflows, and streamline operations, all of which have saved us time and resources while positioning us for future growth. This scalability is allowing us to scale our processes seamlessly as our business expands.
Simplifies Salesforce and Accelerates Process Changes
What do you like best about the product?
The automation capabilities significantly reduce implementation time for process changes, enabling quicker adaptation to business needs.
With an intuitive interface and pre-built templates, Salesforce management becomes straightforward. We now deploy changes in hours instead of weeks, improving our time-to-market and allowing faster responses to opportunities and challenges.
With an intuitive interface and pre-built templates, Salesforce management becomes straightforward. We now deploy changes in hours instead of weeks, improving our time-to-market and allowing faster responses to opportunities and challenges.
What do you dislike about the product?
The current limits of the tool - where Salesforce customization is still needed (advanced flows).
What problems is the product solving and how is that benefiting you?
Sweep is our main tool when defining and automating our key processes for Account, Contact, Opportunity and Lead Management.
The customization options have allowed us to tailor it to our unique needs, saving countless hours of manual work and reducing errors.
The customization options have allowed us to tailor it to our unique needs, saving countless hours of manual work and reducing errors.
A great tool for the toolbox of small Salesforce / Ops teams
What do you like best about the product?
It has the functionality we all wish Salesforce had out of the box, with great ease of use.
What do you dislike about the product?
It's not possible to order Sweep automations and Flow automations, which could lead to some challenges. The error logging also leaves a lot to be desired.
What problems is the product solving and how is that benefiting you?
We use it for routing leads to salespeople, and for some roll-ups and validations. It's great to be able to just go in and create these things with little effort, those that have tried to create "roll ups" using Salesforce Flows know what a pain that can be, in Sweep it's just as easy as creating conventional roll-ups. Lead assignment is also a breeze.
Life savers
What do you like best about the product?
Sweep delivered value just a few days from my initial integration. This was critical as we launched our GTM motion with yours truly, the accidental admin, requiring custom business logic and a reliable feed of updates about movements in our pipeline.
As we've iterated multiple times, Sweep has enabled me to save heaps of energy and time to stay focused on other RevOps . For example, I was able to run lead routing, deploy a custom object, two brand new sales processes, and complex Slack notification workflows in a total of probably 10 hours of work.
To boot, the team is just a wonderful set of people. They set the benchmark for customer success and willingness to solve problems as well as ideate on those random product improvement thoughts.
As we've iterated multiple times, Sweep has enabled me to save heaps of energy and time to stay focused on other RevOps . For example, I was able to run lead routing, deploy a custom object, two brand new sales processes, and complex Slack notification workflows in a total of probably 10 hours of work.
To boot, the team is just a wonderful set of people. They set the benchmark for customer success and willingness to solve problems as well as ideate on those random product improvement thoughts.
What do you dislike about the product?
Can't say I dislike anything although I'd love to have a bit more field management capabilities so that I can avoid doing any admin in Salesforce.
What problems is the product solving and how is that benefiting you?
Sweep helps me cover so many core bases for my team across critical points in our GTM motion. Shortlist of my favorites that go beyond what you'll commonly see.
- Lead routing
- Timestamping
- Real-time notifications
- so much more...
- Lead routing
- Timestamping
- Real-time notifications
- so much more...
Sweep is FANTASTIC
What do you like best about the product?
Our team's experience with Sweep has been transformative. Prior to onboarding Sweep, we had invested in Salesforce for an entire year without maximizing its potential. Ben from the Sweep team has been a crucial catalyst in our success, providing exceptional support throughout our implementation process.
Ben has been instrumental in tailoring our Salesforce configuration to precisely match our business needs. His approach is both collaborative and strategic – he thoughtfully challenges our assumptions and encourages us to think more deeply about our platform's backend architecture. His expertise goes beyond simple configuration; he has conducted comprehensive team training sessions and demonstrated remarkable patience as we continuously refine our processes.
What truly sets Ben apart is his responsiveness and efficiency. Whether we're updating accounts, uploading lists, or refreshing reports, he consistently provides prompt and high-quality support. His commitment to our success has been evident in every interaction, helping us unlock the full value of our Salesforce investment.
Ben has been instrumental in tailoring our Salesforce configuration to precisely match our business needs. His approach is both collaborative and strategic – he thoughtfully challenges our assumptions and encourages us to think more deeply about our platform's backend architecture. His expertise goes beyond simple configuration; he has conducted comprehensive team training sessions and demonstrated remarkable patience as we continuously refine our processes.
What truly sets Ben apart is his responsiveness and efficiency. Whether we're updating accounts, uploading lists, or refreshing reports, he consistently provides prompt and high-quality support. His commitment to our success has been evident in every interaction, helping us unlock the full value of our Salesforce investment.
What do you dislike about the product?
Wish that we had Ben in house! He is a a firm believer of the "teach a man to fish method" and rather than do our work for us he is always encouraging us to learn how to do it ourselves as well.
What problems is the product solving and how is that benefiting you?
Sweep helps us with:
1. Salesforce configuration
2. Data Entry and Clean up
3. Data Reporting
4. Technical support and trainings
1. Salesforce configuration
2. Data Entry and Clean up
3. Data Reporting
4. Technical support and trainings
Amazing visualized Salesforce configuration tool backed up with solid Customer Success team
What do you like best about the product?
Quality of Sales - Listen to the customer, address any concerns, efficient
Time Saving - it takes only 1/3 of time of manual configuration for Salesforce funnel
Cost Saving - it is only 1/5 of the cost of quote received from Salesforce silver implementation partner
Easy to use - 10 times better than Salesforce manual configuration, no complicated navigations to go through
Training - included, easy to follow
Delivery / Implementation Support - 10/10, the best of best
Flexiable - Able to offer helps on other deliverable at very reasonable cost
Project delivery - much easy to promote configuratio changes from Sandbox to Production
One thing as customer, keep in mind, Sweep team is solution focused, not delivery focused so you still need to cover others like more integration and customization yourself.
Time Saving - it takes only 1/3 of time of manual configuration for Salesforce funnel
Cost Saving - it is only 1/5 of the cost of quote received from Salesforce silver implementation partner
Easy to use - 10 times better than Salesforce manual configuration, no complicated navigations to go through
Training - included, easy to follow
Delivery / Implementation Support - 10/10, the best of best
Flexiable - Able to offer helps on other deliverable at very reasonable cost
Project delivery - much easy to promote configuratio changes from Sandbox to Production
One thing as customer, keep in mind, Sweep team is solution focused, not delivery focused so you still need to cover others like more integration and customization yourself.
What do you dislike about the product?
Not identified, however it takes time to learn sweep. But Salesforce takes much longer to learn and way more complex.
What problems is the product solving and how is that benefiting you?
It dramatically reduced the time to implement Salesforce configuration. Easy to learn, it is visual and intuitive. In another hand, learning native Salesforce back end is terribly bad and time consuming.
Cost saving, it only costs 1/3 of Salesforce Silver Partner has quoted us for the same package.
Configuration history allows going back to saved config. It meets the requirement for Change Management and so easy to roll back a change.
Adapt to the change. Even under the extreme circumstances the configuration of Salesforce can be redesigned and implemented, then push to Salesforce within 1 week if Sales Team is under the new direction that is what we care for a dynamic sales team.
Cost saving, it only costs 1/3 of Salesforce Silver Partner has quoted us for the same package.
Configuration history allows going back to saved config. It meets the requirement for Change Management and so easy to roll back a change.
Adapt to the change. Even under the extreme circumstances the configuration of Salesforce can be redesigned and implemented, then push to Salesforce within 1 week if Sales Team is under the new direction that is what we care for a dynamic sales team.
The best vendor team I've worked with!
What do you like best about the product?
Sweep just makes things easy. From our experience in the sales cycle, our onboarding, and ongoing support, everything has been an absolute breeze. Danny & Ben always have time to answer my questions, no matter how silly they may be, and always have speedy resolutions. The product is incredibly simple to use and I'm able to do the work of a team of 3 as a team of 1, which has saved me so much admin work time, that I'm actually able to do my job as a revops leader rather than just an admin.
What do you dislike about the product?
I wish I had it sooner! All jokes aside though, with the addition of audit logs I feel fantastic about the product and have no critical feedback otherwise at this time.
What problems is the product solving and how is that benefiting you?
Sweep is solving my 3 biggest issues:
1) Time back in the day to work on strategic projects rather than minute admin work
2) Helping me unravel the spaghetti bowl of SFDC automations that I otherwise would have to dig deep into the backend to uncover
3) Almost acts as a SFDC admin, which helps me do the work of 2 or 3 team members when I am a one person team
1) Time back in the day to work on strategic projects rather than minute admin work
2) Helping me unravel the spaghetti bowl of SFDC automations that I otherwise would have to dig deep into the backend to uncover
3) Almost acts as a SFDC admin, which helps me do the work of 2 or 3 team members when I am a one person team
I won't manage Salesforce without it
What do you like best about the product?
It's the simplest way to understand a salesforce instance.
It's the fastest, most effective way to implement changes.
It's the best collaboration tool for controlling the admin privileges while still knowing what others want to change.
It's the fastest, most effective way to implement changes.
It's the best collaboration tool for controlling the admin privileges while still knowing what others want to change.
What do you dislike about the product?
Every time I've given them a gap in the product, they've solved for it so quickly that I have nothing to complain about. Great team, incredible product.
What problems is the product solving and how is that benefiting you?
It's nearly impossible to understand how a Salesforce instance is set up without significant time uncovering and documenting all the workflows and triggers. Sweep makes it so easy that we don't have to touch a thing. We see a visual representation and immediately can start identifying room for improvement.
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