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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance the effectiveness of the salesforce by offering actionable performance insights via mobile applications. Foster transparency and build trust within the salesforce through effective communication and structured governance processes. Streamline the compensation plan creation for analysts using a cutting-edge comp model builder. Boost the efficiency of sales commission administration through enhanced dispute resolution and payment management procedures. Elevate quota achievement among the salesforce with practical performance insights. Encourage transparency and trust by clearly communicating quotas and adjustments within the salesforce. Simplify the quota establishment process for analysts with an innovative quota model builder. Increase the effectiveness of the quota setting process by providing a range of quota analysis tools for analysts. Finally, improve salesforce execution by delivering comprehensive map-based visualizations of territory-level data.

Description

Sweep simplifies CRM, enabling you to operate more efficiently. With Sweep, you can visualize, create, and oversee your CRM workflows, regulations, and automated tasks, while the platform builds a streamlined Salesforce backend for you. This is the ideal workspace to craft your optimal CRM funnel. Using a single interface, you can create, collaborate, and implement directly into Salesforce. The drag-and-drop feature allows you to observe the interactions between your CRM steps as you develop them. It offers an intuitive framework for viewing and managing various configurations. You gain a comprehensive perspective from a unified viewport to assess your entire CRM system. You can take direct actions to identify optimizations and address any bottlenecks proactively. Say farewell to tedious tasks as you automate any portion of your workflow. This Salesforce Lightning component is specifically designed to support your sales teams effectively. By simplifying Salesforce, inline guidance ensures that your sales teams can navigate the platform with ease. You can rapidly and securely deploy your funnels from sandbox environments to production. Additionally, Sweep provides all the necessary tools to support native reporting in Salesforce right from the start, ensuring seamless functionality. Ultimately, it empowers you to enhance your CRM strategy and elevate your sales performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 
Salesforce Sales Dialer No 
Slack No 

Integrations

Salesforce Yes 
Salesforce Sales Dialer Yes 
Slack Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Optymyze

Website

www.optymyze.com

Vendor Details

Company Name

Sweep

Country

United States

Website

www.sweep.io/product/

Product Features

Channel Management

Campaign Management No 
Channel Analytics No 
Incentive Management Yes 
Inventory Control No 
Lead Management No 
Opportunity Management No 
Order Management No 
Partner Management No 
Product Management No 
Reseller Management No 

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs Yes 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management Yes 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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