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Sweep Base Plan

Sweep | 1

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External reviews

25 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Parbat L.

Amazing Product

  • December 18, 2024
  • Review verified by G2

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


    Kristin F.

Sweep is the BEST product for Salesforce admins - Hands down!

  • December 10, 2024
  • Review verified by G2

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.


    Rebecca Y.

solo admin's best friend

  • December 09, 2024
  • Review provided by G2

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.


    Information Technology and Services

great product!

  • December 07, 2024
  • Review verified by G2

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.


    Adam M.

We love Sweep.

  • December 06, 2024
  • Review verified by G2

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.


    Alexandria S.

How Benjamin and Sweep helped Codametrix structure their Salesforce org

  • December 06, 2024
  • Review verified by G2

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 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.


    Alexandre B.

Simplifies Salesforce and Accelerates Process Changes

  • December 06, 2024
  • Review verified by G2

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.
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.


    Nadav G.

A great tool for the toolbox of small Salesforce / Ops teams

  • December 06, 2024
  • Review provided by G2

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.


    Alex K.

Life savers

  • December 06, 2024
  • Review verified by G2

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.
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...


    Ally D.

Sweep is FANTASTIC

  • December 05, 2024
  • Review provided by G2

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.
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