Sweep

We're headed to #Austin! 🤠 If you're attending the Revenue Operations Alliance summit on February 11th and 12th, be sure to stop by our booth to see Kevin Tiernan and Aviv Bergman. And don't miss an exciting presentation from Benjamin Zeitz! 🔥 More details here: https://lnkd.in/ejneS3WM

For GTM and RevOps teams, a clean and optimized Salesforce isn’t just “nice to have”—it’s the backbone of hitting revenue targets. Whether you’re closing out a big quarter, launching a new strategy, or just keeping operations running smoothly, keeping your CRM in top shape makes all the difference. Thankfully, Tess G. put together a checklist to help you stay ahead: ✅ Audit Your Pipeline for Accuracy – Automate reports, flag stalled deals, and re-engage lost opportunities. ✅ Clean Up Duplicate Records – Say goodbye to messy data and misrouted leads. ✅ Optimize Lead Routing – Ensure every lead gets to the right rep, fast. ✅ Align on Team Goals – Keep Sales, Marketing, and CS working from the same playbook. The best part? You don’t have to do this manually. Sweep automates time-consuming tasks like deduplication, lead assignments, and real-time alerts—so you can focus on what actually moves the needle. Read the full checklist here: https://lnkd.in/ehmja_RB

Want a clearer view of your marketing ROI? 📊 With Sweep, you can track every touchpoint—from HubSpot’s first engagement to Salesforce’s conversion insights—all in one place. Gain full visibility into how each interaction influences pipeline and revenue, so you can optimize what works. Check it out: https://lnkd.in/ewaQzFQQ

Considering hiring a #Salesforce consultant? Here's what you need to know before you sign on the dotted line.

🚀 Driving RevOps Excellence at Esper Managing Salesforce for a fast-growing company is no easy feat—especially when you inherit a complex, highly customized system with minimal documentation. But for Edward Cho, RevOps Manager at Esper, this challenge became an opportunity to drive real transformation. He used Sweep's visual workspace to streamline Salesforce operations and accelerate GTM execution. Plus he was able to automate documentation, consolidate his tech stack, and stay focused on what truly matters for the business. Read the full case study here: https://lnkd.in/eZzPkQiA

Do you know that technical teams are spending up to 40% of their time diagnosing and resolving issues in poorly documented systems? 🫠 That's a lot of time. Clear, detailed documentation serves as a roadmap that reduces the need for extensive troubleshooting, saving time for #Salesforce Admins and #RevOps teams alike. Plus, your team can address issues faster and keep operations running smoothly. Discover more reasons why Salesforce documentation needs to be prioritized: https://lnkd.in/gpZsRgPr

🌵 Another successful Cactusforce on the books! 🌵 The team had a great time in #Scottsdale meeting with some of the most innovative Salesforce developers and architects in the ecosystem. And a huge round of applause for Colby Ricker who rocked the house with his career navigation insights in his⚡602 Lightning Talk⚡ If you missed seeing us, find time on our calendars here: https://lnkd.in/ef4PtS4F

🌵We have arrived at Cactusforce 🌵 If you're in #Scottsdale today or tomorrow, be sure to stop by the booth to say hi to Colby Ricker, Kevin Tiernan and Ari Bornstein. And don't miss Colby Ricker's ⚡ 602 Lightning Talk ⚡ at 11:30am on Friday (Room 130 - Synergy 1) on how to build a successful career in a rapidly evolving #Salesforce ecosystem. Didn't make it to the event? You can always find some time with the team here: https://lnkd.in/ef4PtS4F

We’re excited to share that Sweep is once again SOC 2 compliant! 🎉 For the third year in a row, we have worked diligently to ensure our platform remains a safe and trusted space for users looking to manage and customize their business processes on a visual workspace. Thanks to our partners at Scytale for their expertise, their technology, and their support while we navigated the compliance protocols. Learn more: https://lnkd.in/eatxMMWv

We can't wait to see everyone in #Scottsdale! 🪄 Stop by our booth to say hi to Kevin Tiernan, Ari Bornstein, and Colby Ricker.