Sweep Base Plan

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

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.

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.

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

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 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.

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.

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.