Swyft

Automate Salesforce Updates with Ease

what is Swyft

Swyft is an AI-powered solution that automates CRM data management and Salesforce updates, eliminating manual data entry and ensuring accurate pipeline updates for sales, marketing, and development teams.

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https://www.swyftai.com

What is Swyft

Swyft is an AI-powered solution that automates the process of capturing meeting details and updating relevant CRM fields in Salesforce, eliminating the need for manual data entry. Using AI, it analyzes sales calls to extract relevant information, such as meeting notes and discussed next steps, and provides a structured data and context to ensure accurate pipeline updates. This solution is designed to cater to teams of all sizes and is suitable for sales, marketing, and development teams, streamlining their workflow and reducing hours of manual effort.

How to use Swyft

Users can use Swyft by jumping into a Zoom meeting, where the AI tool captures notes and details in the background. After the meeting, users can review and edit the captured information before updating relevant Salesforce fields with one click, eliminating manual data entry and ensuring accurate pipeline updates.

Key Features

  • Automatic Meeting Summary: Swyft provides an automatic summary of your sales calls, eliminating the need for note-taking. - Structured Data and Context: Swyft updates meeting notes, discussed next steps, and other opportunity fields in Salesforce automatically. - AI-Powered Analysis: Swyft uses AI to automatically analyze your sales calls and extract relevant information, such as meeting notes and discussed next steps.

Frequently Asked Questions

How does Swyft's AI analyze sales calls?

Swyft uses AI to automatically analyze sales calls and extract relevant information, such as meeting notes and discussed next steps.
### Can I review and edit the captured details before updating Salesforce with Swyft's AI?
Yes, Swyft allows you to review the captured details and make any necessary edits before updating Salesforce with one click.
### How does the AI-powered solution in Swyft ensure accurate pipeline updates?
Swyft's AI eliminates the need for manual data entry, ensuring accurate pipeline updates by automatically capturing meeting details and updating Salesforce.

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