Sweep

? Tonight! ? If you’re in San Francisco for Salesforce TDX (or if SF is your home turf), don’t miss this chance to connect with fellow #RevOps leaders over expertly crafted cocktails. Join the Sweep team and our friends at RevOps Co-op for an exclusive Happy Hour at Novela SF—a literary-themed bar where classic stories meet craft drinks. Spots are limited so RSVP now: https://lnkd.in/gV6cwmTD

Automation is always a good thing. ?? Right? ?? Our own Tess G. explains how over-automation—particularly through excessive use of Salesforce Flows—can introduce hidden costs and technical challenges that impact performance, scalability, and long-term system health. Understanding these risks is crucial to building scalable, resilient systems that align with broader business goals. Sweep takes a more sustainable approach to automation: ? Avoids CPU Limits – Asynchronous operations prevent performance slowdowns. ? Easier Debugging – A visual, intuitive interface eliminates complex troubleshooting. ? Built for Scale – Update automation without breaking existing processes. Automation should empower, not overcomplicate. Learn more: https://lnkd.in/e7CUs782

?? From Chaos to Clarity: How Inuvo, Inc Took Control of Their Salesforce with Sweep Like many RevOps teams, they inherited a configuration built by third-party consultants—without documentation, transparency, or efficiency. Their goal? Untangle the mess, take back control, and turn Salesforce into a trusted, strategic tool. Enter Sweep. ?? ?? 70% Faster Changes – No more waiting weeks for a consultant to make updates. The team can now build, document, and deploy changes in days. ?? Clean, Trustworthy Data – With Sweep’s field utilization tools, they eliminated redundant fields and built accurate reports leadership trusts. ?? Automated Workflows & Alerts – Customer Success can now track onboarding seamlessly, with real-time Slack notifications and automated record creation. ?? Full Transparency & Control – No more guessing what’s inside their Salesforce instance. Sweep’s AI-powered documentation and visualizations provide instant clarity. Read the full case study here: https://lnkd.in/egbR2B5E

?? NYC RevOps—This One’s for You! ?? Whether you’re a local or in town for the Revenue Operations Alliance Summit, we’ve got the perfect way to unwind, connect, and talk all things #RevOps. Join us for a Happy Hour at Suram - Hudson Yards ??? ?? Meet and network with top Revenue Operations professionals ?? Share insights on challenges, strategies, and big wins ?? Get feedback, fresh ideas, or just a well-earned high five ?? Enjoy great drinks and snacks after a long day of conferencing If you live and breathe RevOps, you won’t want to miss this. RSVP now: https://lnkd.in/eSf6i9gc

?? Hiring a Salesforce consultant? ?? Hiring the right consultant can be the difference between a smooth, optimized implementation and an expensive mess that leaves you worse off than when you started. So how do you separate the experts from those who will create more problems than they solve? ? Define Your Goals First – Are you implementing Salesforce from scratch, optimizing an existing setup, or tackling technical debt? The clearer your scope, the better your results. ? Look for Industry-Specific Expertise – Salesforce is vast. A consultant experienced in your industry will already understand your challenges and how to configure Salesforce to fit your business. ? Prioritize Communication & Transparency – If a consultant can’t explain what they’re doing in simple terms, you might end up with undocumented processes and tech debt only they can fix. Even with the best consultant, knowledge gaps and documentation black holes can slow down your Salesforce progress. But with Sweep's AI-powered documentation, process mapping, and dependency tracking, you'll make sure nothing gets lost in translation. Want to make sure you’re set up for success? Read Tess G.'s full guide to evaluating a Salesforce consultant: https://lnkd.in/etEvA-iA

Need a complete view of your marketing impact on revenue? ?? With Sweep, you can seamlessly connect #HubSpot and #Salesforce to capture, visualize, and attribute every step of the customer journey. ?? All in one place. ?? Check it out: https://lnkd.in/ewaQzFQQ

Troubleshooting errors in Salesforce is more complex and time-consuming than ever. ?? But with Sweep's AI-powered platform, you can streamline this process with our: ? AI-Powered Chatbot – Instantly translate error messages and identify dependencies in your org. ? Automated Documentation – No more hunting for past configurations—Sweep keeps everything recorded and accessible. ? Visual Workspace – A clear, interactive map of your Salesforce instance for effortless troubleshooting and collaboration. Beyond just fixing errors faster, AI also helps teams proactively prevent issues before they disrupt operations. From optimizing workflows to validating rules, AI-powered automation frees up RevOps professionals to focus on growth, not grunt work. Learn more: https://lnkd.in/dcFvAZr6

Going to be in #NYC on March 13th? ?? Stop by Sweep's happy hour to spend time with our team, network with like-minded RevOps professionals, and enjoy a drink and a snack (or two)! Space is limited so RSVP today: https://lnkd.in/eSf6i9gc

No shows? No thanks. It's time to automate the way you rebook missed demos. Ping the Lead Owner on #Slack when a meeting appears scheduled but the record never progressed, automatically. Now you have one less thing to worry about. You're welcome. ?? Book a demo to see how it works: https://lnkd.in/ef4PtS4F

As the Head of Revenue Operations at Passport, Emma H. inherited a Salesforce instance that needed a complete overhaul. ?? With the company scaling fast, she needed a solution to quickly implement changes—without compromising data integrity or spending months on manual work. ?? That’s where Sweep came in. ?? ? Revamping the CRM for Growth – Emma used Sweep to restructure opportunity funnels, streamline deal stages, and ensure seamless rep workflows. ? AI-Powered Documentation – Finding dependencies in Salesforce can take forever—but with Sweep, Emma sped up projects by 85% by instantly visualizing automations, flows, and field references. ? Faster Go-to-Market – When launching Passport Global, Sweep helped implement the new line of business 66% faster than native Salesforce processes. The result? Over $100K saved, a more efficient revenue engine, and a #RevOps team operating at full strategic power. Read the full story here: https://lnkd.in/eKx-mbxC