What is Swyft AI?
Swyft is an AI-powered solution that enables users to manage their CRM data and automatically update Salesforce. It eliminates the need for manual data entry and ensures accurate pipeline updates.
Swyft AI's Tags
How to use Swyft AI?
1. Complete a Meeting: Jump into Zoom and focus on your call while Swyft takes care of note-taking in the background.
2. Approve and Save: After your call, Swyft analyzes the meeting and captures the details that need to be updated in Salesforce. Review and edit if needed, then update your opportunity with one click.
3. CRM is Updated: Within seconds, Swyft automatically updates relevant CRM fields, saving you hours of manual effort.
Swyft AI's Core 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.
Designed for teams of all sizes: Swyft is suitable for teams of any kind and size, providing a unified solution for CRM data management and Salesforce updating.
Swyft AI's Use Cases
Sales teams: Swyft streamlines the process of capturing meeting details and updating Salesforce, enabling sales teams to focus on selling rather than administrative tasks.
Marketing teams: Swyft helps marketing teams track customer interactions and update relevant Salesforce fields, improving data hygiene and accuracy.
Developers: Swyft automates data entry into Salesforce, allowing developers to seamlessly update CRM fields during project discussions and keep data up to date.
