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Swyft

Swyft AI automates sales note-taking, call summaries, and CRM updates, enhancing productivity and integrating with Salesforce.
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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 .

Pros
  • Automated CRM updates
  • Designed for Sales teams
  • Seamless Salesforce integration
  • Time-saving features
  • Eliminates manual note-taking
  • Improves data hygiene
  • Structured data and context
  • Mobile friendly (Android, iPhone)
  • Different plans per team role
  • Free Beta program
Cons
  • Limited to Salesforce integration
  • Only accessible on mobile
  • No desktop app available
  • Doesn't support video calls
  • Lack of customizability
  • Specific to sales teams

Swyft Pricing and plans

Paid plans start at $40.00/month and include:

  • Automate 20 CRM fields
  • 20 Workflows
  • Custom Onboarding
  • Limited to Salesforce integration
  • Only accessible on mobile
  • No desktop app available

Get started with Swyft

Swyft reviews

How would you rate Swyft?
What’s your thought?
Liam O'Connor
Liam O'Connor December 9, 2024

What do you like most about using Swyft?

I appreciate the idea of automating sales notes, but the execution leaves much to be desired.

What do you dislike most about using Swyft?

The integration with Salesforce is not as seamless as promised. I've had multiple instances where the updates failed, leading to discrepancies in my CRM.

What problems does Swyft help you solve, and how does this benefit you?

While it aims to save time on note-taking, I've found myself spending more time correcting the inaccuracies in the notes than if I'd done them manually.

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Chloe Nguyen
Chloe Nguyen November 18, 2024

What do you like most about using Swyft?

The potential to streamline processes is great, especially for busy sales teams like ours.

What do you dislike most about using Swyft?

Sometimes the call summaries miss critical points, which can be frustrating during follow-ups.

What problems does Swyft help you solve, and how does this benefit you?

It helps with automatic CRM updates, but I still have to double-check the entries to ensure their accuracy.

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Mateo Fernandez
Mateo Fernandez January 11, 2025

What do you like most about using Swyft?

The automation of note-taking is a game-changer. It saves us significant time, allowing more focus on selling.

What do you dislike most about using Swyft?

The interface could use some improvement; it's not very intuitive, especially for new users.

What problems does Swyft help you solve, and how does this benefit you?

It reduces the workload on my team when it comes to updating Salesforce, which improves our productivity.

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