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.