Swyft

What is Swyft: AI Tool for CRM Data & Salesforce Updates

Swyft is an innovative AI-powered solution designed to revolutionize how users manage their CRM data and update Salesforce. With Swyft, manual data entry becomes a thing of the past as it automates the process, ensuring accurate and timely updates to your sales pipeline.

How to use Swyft: Streamlining CRM Data Management

Using Swyft is incredibly simple:

1. Complete a Meeting: Focus on your call while Swyft takes care of note-taking in the background, seamlessly integrating with Zoom.
2. Approve and Save: After your call, Swyft analyzes the meeting and captures the relevant details that need to be updated in Salesforce. Review and make any necessary edits before updating your opportunity with just one click.
3. CRM is Updated: Within seconds, Swyft automatically updates the relevant CRM fields, saving you valuable time and effort that can be better spent on closing deals.

Key Features From Swyft

Automatic meeting summary: Say goodbye to note-taking as Swyft provides an automatic summary of your sales calls.

Structured data and context: Swyft updates meeting notes, discussed next steps, and other opportunity fields in Salesforce automatically, ensuring a comprehensive overview.

Designed for teams of all sizes: Swyft caters to teams of any kind and size, providing a unified solution for efficient CRM data management and Salesforce updating.

Swyft's Use Cases

Sales teams: Swyft streamlines the process of capturing meeting details and updating Salesforce, allowing sales teams to focus on what they do best: selling.

Marketing teams: Swyft helps marketing teams track customer interactions and update relevant Salesforce fields, ensuring data hygiene and accuracy.

Developers: Swyft automates data entry into Salesforce, making it effortless for developers to update CRM fields during project discussions and keep data up to date.

• Swyft Company

  Swyft Company name: Swyft AI.

• Swyft Login

  Swyft Login Link: http://app.swyftai.com

• Swyft Pricing

  Swyft Pricing Link: https://www.swyftai.com/pricing

• Swyft Linkedin

  Swyft Linkedin Link: https://www.linkedin.com/company/swyftai

FAQ from Swyft: AI Tool for CRM Data & Salesforce Updates

What is Swyft?

Swyft is a cutting-edge AI-powered solution that allows users to effortlessly manage their CRM data and automatically update Salesforce. By eliminating manual data entry, Swyft ensures accurate and up-to-date pipeline updates.

How to use Swyft?

1. Complete a Meeting: Focus on your call while Swyft takes care of note-taking in the background.
2. Approve and Save: After your call, Swyft analyzes the meeting and captures the relevant details that need to be updated in Salesforce. Review and edit if needed, then update your opportunity with one click.
3. CRM is Updated: Within seconds, Swyft automatically updates the relevant CRM fields, saving you valuable time and effort.

How does Swyft capture meeting details?

Swyft leverages advanced AI technology to automatically analyze your sales calls and extract essential information, such as meeting notes and discussed next steps.

Can I review and edit the captured details before updating Salesforce?

Absolutely! Swyft allows you to review the captured details and make any necessary edits before updating Salesforce with just one click, ensuring complete control and accuracy.

What CRM fields does Swyft update automatically?

Swyft seamlessly updates all relevant CRM fields, including meeting notes, next steps, and any other opportunity-related information discussed during the call, ensuring a comprehensive and accurate picture of your sales process.

Is Swyft suitable for teams of all sizes?

Without a doubt! Swyft is meticulously designed to cater to teams of any kind and size, providing a streamlined solution that significantly enhances CRM data management and Salesforce updating.