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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

By utilizing a unified interface for managing tasks, appointments, leads, and additional functions, users can eliminate uncertainty regarding their next actions and timelines. The implementation of sales cadences ensures that engagement remains structured and reliable, whether during outbound prospecting or regular customer follow-ups. Additionally, sales representatives can save valuable time with features that allow for repeatable cadences, automated mass email functionality, customizable email templates, and much more. The integration of Salesforce and Salesvue data within a single platform delivers critical insights on the timing of follow-ups, engagement consistency, essential success factors, and conversion metrics throughout the sales process. This centralized approach allows sales representatives to minimize time spent on administrative duties, enabling them to focus on more direct conversations that lead to increased deal closures. Ultimately, this streamlined system empowers sales teams to operate more efficiently and effectively in their pursuit of success.

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 Yes 
Formstack Yes 
Salesforce Sales Dialer No 
Seismic Yes 
Slack No 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square for Retail Yes 
Vertical IQ Yes 

Integrations

Salesforce Yes 
Formstack No 
Salesforce Sales Dialer Yes 
Seismic No 
Slack Yes 
Square Appointments No 
Square POS No 
Square Payments No 
Square for Retail No 
Vertical IQ No 

Pricing Details

$120 per month
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 No 
iPad App No 
Android App No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Salesvue

Country

United States

Website

salesvue.com

Vendor Details

Company Name

Sweep

Country

United States

Website

www.sweep.io/product/

Product Features

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Force Automation

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

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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