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:
- Complete a Meeting: Focus on your call while Swyft takes care of note-taking in the background, seamlessly integrating with Zoom.
- 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.
- 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.