Swyft: An Overview

Swyft is an innovative AI-driven platform designed to optimize CRM data management by automating the updating process in Salesforce. This powerful tool alleviates the burden of manual data entry, ensuring that sales and marketing teams can maintain accurate and timely pipeline updates effortlessly.

Swyft: Main Features

1. Automatic meeting summary: Generates a concise summary of sales calls, eliminating the need for manual note-taking.
2. Structured data and context: Automatically updates meeting notes, next steps, and other relevant opportunity fields in Salesforce.
3. Designed for teams of all sizes: Provides a cohesive solution for CRM data management suitable for teams of any size and type.

Swyft: User Guide

1. Complete a Meeting: Start your Zoom call and let Swyft handle the note-taking in the background.
2. Approve and Save: Once your meeting concludes, review Swyft's analysis of the discussion, make any necessary edits, and update your Salesforce opportunity with a single click.
3. CRM is Updated: Within moments, Swyft will automatically refresh the pertinent CRM fields, saving you hours of manual data entry.

Swyft: User Reviews

• "Swyft has transformed the way our sales team operates. The automatic summaries save us so much time!" - Jane D.
• "As a marketer, I appreciate how effortlessly Swyft keeps our Salesforce data in check. It’s a game changer!" - Mark T.
• "The integration with Zoom is seamless, making it easy to focus on conversations without worrying about notes." - Sarah L.