Swyft AI automates CRM data management and revenue motions with AI. It streamlines processes and improves data hygiene, freeing up time for your sales team to focus on selling.
Swyft AI automates CRM data management and revenue motions with AI. It streamlines processes and improves data hygiene, freeing up time for your sales team to focus on selling.
Swyft AI leverages artificial intelligence to automate CRM data updates and revenue workflows. By capturing data directly from customer calls and integrating seamlessly with CRMs like Salesforce and HubSpot, Swyft AI eliminates the administrative burden on sales teams. It ensures data accuracy, enhances data hygiene, and helps teams make better decisions. The platform supports the creation of documents such as follow-up emails, business cases, and mutual action plans, all deployable with a single click. This streamlined data management and workflow automation lead to significantly improved productivity and efficiency in sales operations.
Who will use Swyft AI?
Sales teams
Revenue operations teams
CRM administrators
Business analysts
Salesforce users
HubSpot users
How to use the Swyft AI?
Step 1: Sign up for a Swyft AI account.
Step 2: Connect your CRM system (e.g., Salesforce or HubSpot).
Step 3: Configure the workflows and data capture settings according to your requirements.
Step 4: Start capturing data from customer calls.
Step 5: Deploy automated workflows to update CRM data and generate documents.
Step 6: Monitor and optimize workflows through the Swyft AI dashboard.
Platform
web
Swyft AI's Core Features & Benefits
The Core Features
AI-powered CRM data updates
Automated revenue workflows
Integration with Salesforce and HubSpot
One-click document generation
Configurable data capture settings
Comprehensive analytics and reporting
The Benefits
Eliminates administrative tasks
Improves data hygiene
Enhances decision-making
Saves time and boosts productivity
Streamlines sales operations
Ensures data accuracy
Swyft AI's Main Use Cases & Applications
Automating CRM updates from customer calls
Generating follow-up emails and business cases
Creating mutual action plans
Enhancing data hygiene in Salesforce and HubSpot
Optimizing revenue processes
Improving sales team productivity
Swyft AI's Pros & Cons
The Pros
Automates manual and messy revenue operations processes to save time and improve accuracy.
Transforms unstructured customer interaction data into actionable insights.
Integrates seamlessly with existing CRM and tech stacks.
Helps sales and RevOps teams reduce administrative workload and focus on strategic tasks.
SOC-2 Type II certified, ensuring security and compliance.
The Cons
No visible information on open source availability or community contributions.
Limited publicly available pricing details; requires demo or contact for specific pricing.
No mobile app or extension links provided, which may limit accessibility options.