Swyft

What is Swyft?

Swyft AI is an automated tool designed to streamline the work of sales teams by using artificial intelligence. It automates note-taking during sales calls, provides summaries of important information, and updates CRM fields automatically, seamlessly integrating with Salesforce. Swyft AI helps in saving time by eliminating the need for manual updates to CRM fields at the end of the day. It offers features like call summaries, instant Salesforce updates, and is accessible on Android and iPhone devices. Swyft AI caters specifically to sales teams and focuses on enhancing productivity and efficiency.

Swyft AI keeps Salesforce updated instantly by leveraging AI to generate summaries of sales calls immediately after they end. This summary includes next steps and opportunity fields, which can be saved with just a few clicks, ensuring real-time updates to Salesforce and promoting improved data hygiene.

Furthermore, Swyft AI offers solutions tailored to teams of all sizes, providing plans for different business roles such as account executives, sales leaders, RevOps, and customer success teams. It has different plans like Designer, Marketing, and Developer, specially designed to meet the unique needs and challenges of each role. Testimonials highlight how Swyft AI has significantly improved productivity by offering ease of use, customization options, and revolutionizing team operations.

In summary, Swyft AI is an AI-powered tool that enhances sales team productivity by automating tasks like note-taking, call summaries, and CRM field updates while integrating seamlessly with Salesforce and offering tailored solutions for various business roles. It promotes real-time updates, data hygiene, and improved team productivity.

Who created Swyft?

Swyft was founded by an individual whose name is not explicitly mentioned in the provided documents. The company was launched on May 21, 2023. Swyft is a platform designed to help managers review team meetings efficiently, providing access to call summaries and meeting details in one central location. The company offers different plans with features such as automated CRM updates, seamless Salesforce integration, time-saving functions, structured data management, and mobile compatibility. Swyft aims to streamline meeting reviews and enhance data hygiene for sales teams, offering customization options and excellent customer support.

Who is Swyft for?

• Account Executives
• Sales Leaders
• RevOps professionals
• Customer Success Teams
• RevOps

How to use Swyft?

To use Swyft AI effectively, follow these steps:

1. Contact and Demo Booking:

   • Visit the Swyft AI website to contact them for more information or to book a demo through the 'Book a Demo' option on their site.

2. Access Setup and Instructions:

   • Find detailed setup and usage instructions in the 'Swyft Setup & How to use Swyft' section on their website. This section provides clear directions for setting up and maximizing the tool's efficiency.

3. Key Features:

   • Swyft AI automatically updates CRM fields after each sales call, saving time and improving data accuracy.
   • The tool takes notes during sales calls, offers call summaries, and keeps Salesforce instantly updated.
   • It is accessible on Android and iPhone devices, supporting remote team connectivity.

4. Plans and Solutions:

   • Swyft AI offers tailored plans for different team roles like Designer, Marketing, and Developer, each catering to specific business needs.
   • The tool has a free Beta program for users to experience its functionality.

5. Enhanced Productivity:

   • User testimonials highlight a significant boost in productivity due to Swyft AI's ease of use and customization options.

6. Integration and Automation:

   • Swyft AI integrates with existing tools to automate CRM data tasks efficiently, ultimately improving data hygiene and streamlining revenue motions.

7. Pros and Cons:

   • Pros include automated CRM updates, sales team optimization, structured data and context, and excellent customer support.
   • Cons are limited Salesforce integration, mobile-only accessibility, lack of video call support, and no desktop app availability.

Remember to explore the various features, plans, and functionalities of Swyft AI to leverage its capabilities effectively for sales team automation and data management .