Swyft AI

Swyft AI is an AI-powered tool that automates CRM updates and data capture for sales teams. By integrating with existing tech stacks, it captures and updates CRM data from sales calls, meetings, and emails, transforming customer conversations into actionable GTM data. It streamlines sales processes, improves data accuracy, and provides valuable insights for better decision-making.

What is Swyft AI?

Swyft is an AI-powered pipeline management tool designed for sales teams. It leverages AI to streamline the process of updating Salesforce by automatically capturing and updating CRM data directly from sales calls. Swyft transforms customer conversations into actionable GTM data, automating manual workflows and uncovering insights across the GTM stack.

Use Cases

• Automatically populate CRM fields from sales calls
• Generate deal alerts based on meeting insights
• Capture customer sentiment and feedback from interactions
• Extract detailed feedback for product improvements
• Automate follow-up tasks after sales calls

Core Benefits

• Saves time by automating manual data entry
• Improves data accuracy and consistency in CRM
• Provides actionable insights from customer interactions
• Streamlines sales processes and workflows
• Helps identify risks and opportunities

Key Features

• Automated CRM updates
• AI-powered data generation from customer interactions
• Workflow automation with triggers, conditions, and actions
• Integration with existing tech stack
• Deal alerts and risk surfacing

How to Use

1. 1
   Integrate Swyft with your existing tech stack to capture CRM data from sales calls, meetings, and emails.
2. 2
   Set up triggers, conditions, and actions to automate workflows and update CRM fields.
3. 3
   Receive real-time deal alerts and risk assessments based on customer interactions.
4. 4
   Generate handoff documents and automate follow-up tasks for improved sales efficiency.

Frequently Asked Questions

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