Sweep provides the tools to operate a lean salesforce team. Building, automating and making changes to funnel and funnel automation has never been easier. The days of building out complex SFDC validation rules, timestamp automation and auto-move automation are behind us. What used to take hours of work now takes minutes. Review collected by and hosted on G2.com.

As with any new software, there are some bugs along the way. The upside here is the team fixes them very quickly when they are surfaced and you dont have to wait for a dev cycle for them. Review collected by and hosted on G2.com.

Sweep gives me clear visibility into our Salesforce metadata and saves a lot of investigation time, especially for enterprise customers. It quickly surfaces how our processes are set up, which makes it easier to understand what’s already in place and to build new processes. Recently, Sweep has also developed an impressive AI that understands the Salesforce context. Review collected by and hosted on G2.com.

Sweep has been less helpful for deleting content from Salesforce. Review collected by and hosted on G2.com.

I really like how Sweep.io provides clarity and confidence to our team before making changes in complex Salesforce environments. The platform's capability to visualize architecture, understand dependencies, document changes, and reduce risk is impressive. The knowledgeable and supportive Sweep team is genuinely invested in our success as well as our clients' success, which I appreciate greatly. Together, the product and people help us move faster for our customers while maintaining clean, scalable, and easier-to-maintain Salesforce environments. The onboarding process was extremely easy, thanks to the Sweep.io team. Review collected by and hosted on G2.com.

It seems like Sweep.io improves or expands daily so I understand the challenge of having a knowledge base. I look forward to the time where there is self-service so learning is easier. Review collected by and hosted on G2.com.

It's very easy to build automations and alerts. The UI makes it simple to build things quickly and it reads to Salesforce really well. Review collected by and hosted on G2.com.

I wish there was a de-bug option on automations. Sometimes my automations don't ever fire/trigger and it's hard to see when that happens since they don't show up in Sweep Logs Review collected by and hosted on G2.com.

Sweep makes many of the normal day-to-day build and maintenance tasks in Salesforce significantly faster. It's easy to use, and the AI functions consolidate work that would otherwise require several other systems. Review collected by and hosted on G2.com.

The duplicate management features could be easier to set up and the slack features can occasionally be finicky. Review collected by and hosted on G2.com.

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 find Sweep easy to use, and I really appreciate the good customer success and support. Review collected by and hosted on G2.com.

I think we don’t know what we don’t know and underutilize the tools. There are features I don’t know if we have or if we don’t, so not sure what we could be missing out on. More regular updates or customer success letting us know what we are using versus not. 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.