Sweep Reviews & Product Details

The Sweep team takes the time to understand your needs and becomes an extension of your team. If you have a small team or lack a Salesforce developer or Admin than this is the best way forward. We were able to cancel our contract with a 3rd party consultant and take control back of our data and workflows. It was simple to use and my enablement team took over the use of it daily. Review collected by and hosted on G2.com.

I wish I found them sooner as our data was disorganized and lacked workflows without Sweep. Review collected by and hosted on G2.com.

I love Sweep for its seamless AI integration with Claude, which has transformed the way I troubleshoot issues and access information. The connection to our Salesforce metadata ensures that I receive fast, accurate answers, greatly enhancing my productivity. I'm particularly impressed with how Sweep significantly reduces the time previously spent on process documentation. By automating SOPs and similar tasks, what once required hours to complete manually is now handled efficiently, freeing up valuable time for more critical activities. I also appreciate the user-friendly setup of Sweep, which was incredibly easy, allowing me to integrate it into our workflow without any complications. This ease of use combined with powerful automation features really highlights Sweep’s value in streamlining complex processes. Review collected by and hosted on G2.com.

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What I like best about using Sweep is how it brings everything from planning, building, documentation, and deployment into one seamless, intuitive workflow. I don’t have to bounce between tools or dig through old notes at all; the AI-powered process documentation is basically my best friend at this point. It captures everything we do automatically, and keeps our org transparent and easy to manage. Sweep was incredibly easy to implement as we were up and running in no time, with no heavy setup or learning curve. It fit right into our workflow, and now my team uses it every single day. Plus, you literally just hook it right up to your sandbox or production org making the integration with Salesforce effortless.

And also, their team is beyond phenomenal. They’re incredibly responsive, open to feedback, and clearly invested in helping ops teams succeed. Between the product and the people behind it, Sweep has become a core part of how we work smarter in Revenue Operations and across my GTM team. I literally will take it to any role I am in within Revenue Operations! Review collected by and hosted on G2.com.

Honestly, I haven’t run into any major downsides with Sweep. It’s rare for a tool to deliver this much value out of the gate, but Sweep has. If anything, I’d say the biggest “challenge” is recalibrating how we work because once you get used to this level of automation and visibility, going back to manual processes or scattered tools just isn’t an option anymore. Review collected by and hosted on G2.com.

We rely on Sweep for lead routing, deduplication, automatic lead conversion, Slack notifications, and visualizing logic. Thanks to Sweep, we've reduced the time it takes to build and update our processes by around 70%. Review collected by and hosted on G2.com.

You are unable to create records or change Opportunity Stage names directly within Sweep. Review collected by and hosted on G2.com.

Sweep made our our shift away from Workflow Rules & Process Builder quick and painless. We were able to start editing and adjusting processes right away, and modernize everything without the usual headaches and without having to be rocket scientists in SFDC admin! Review collected by and hosted on G2.com.

Nothing! Ramp time is short and the Sweep team takes time to make sure we are getting the most out of the tool. Review collected by and hosted on G2.com.

The team, their knowledge, their help and understanding, and the visual parts of their tool that make saleforce so much more doable for non coders. It is so intuitive to use and barely requires any initial training before implementation. Their Customer Support is unparalleled (thank you Benjamin!!) and I use sweep every day to immediately see results in SF Review collected by and hosted on G2.com.

There are no downsides!!! You NEED Sweep Review collected by and hosted on G2.com.

We signed up with Sweep fairly early on and have really enjoyed working with the team. They have been great with our clients and their product features come in handy. Highly recommend to anyone looking to manage their Salesforce instance. Review collected by and hosted on G2.com.

There should be a function that allows existing orgs to easily transform existing automation into Sweeps engine. Review collected by and hosted on G2.com.

Sweep makes Salesforce administration a dream -- and lets us FINALLY focus on what really matters for GTM revenue org vs. the "how" to implement Salesforce automations.

I am so impressed and happy there are people out there who made the UI of Salesforce finally something I am EXCITED to use and can't wait to tell other RevOps leaders to consider. Review collected by and hosted on G2.com.

It's a little buggy here and there but the best part is their team responds right away and can release fixes in hours or days, not quarters. This team is hungry and it's admirable as a customer! Review collected by and hosted on G2.com.

We use Sweep for our lead routing, deduping, auto-lead converting, slack alerts, and more. At my previous company, I used to have to build these functions out in flows and automations, which would day many hours, or even days, and was cumbersome to update every time the business logic would change. We have been using their product for some time now and they are constantly releasing new features and their support team is attentive to our needs. While I don't think Sweep can replace a Salesforce Admin or project manager, it allows us to free up our time to focus on Data Hygiene, Analysis and improving the UI for our teams. The other main benefit of Sweep is that it makes visualizing logic easy in a condensed and understandable way, even for non-Salesforce admins. Review collected by and hosted on G2.com.

So far so good and I don't have any dislikes. Review collected by and hosted on G2.com.

Over the last couple months I've had the pleasure of working with Benjamin from Sweep, and I cannot speak highly enough of the support he provided. Benjamin played a crucial role in helping us structure the overall architecture of our Salesforce environment. His deep understanding of both the technical and strategic aspects of Salesforce allowed us to streamline our processes and ensure we were set up for long-term success.

What really stood out, though, was how Benjamin went above and beyond to teach me how to build complex automations within Sweep. His step-by-step guidance made what initially seemed like a daunting task feel manageable. He was patient, clear in his explanations, and always made sure I understood the logic behind each automation before moving on to the next step. Review collected by and hosted on G2.com.

We have nothing to complain about over here! Review collected by and hosted on G2.com.