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Sweep Reviews & Product Details

Natasha H.
NH
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

Sweep has been incredible for improving our workflow within Salesforce & streamlining our sales process. We've evolved so much this year and thanks to Sweep we've been able to keep our internal SF process in lock step with our growth. The Sweep team is incredibly smart & very responsive when we had questions, always asking questions with proactive forward thinking to ensure we're building something sustainable. Highly recommend Sweep to a growing organization! Review collected by and hosted on G2.com.

What do you dislike about Sweep?

A small downside to Sweep is that they're a startup as well, so on occassion we'll need something they don't have at the moment. HOWEVER, given they are SO SO SMART, they have been able to build everything we need, so that has been amazing! Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

Streamlining our sales process, automating fields for our reps to minimize manual data entry. Moving from a lead to a contact and then an opp has been immensely improved. Review collected by and hosted on G2.com.

Sweep Overview

What is Sweep?

Sweep enables you to customize and scale any Salesforce configuration - without the dev time. Create, visualize and manage your CRM processes, rules, and automations visually while Sweep constructs an optimized backend Salesforce infrastructure.

Sweep Details
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Product Description

Sweep enables you to customize and scale any Salesforce configuration - without the dev time. Create, visualize and manage your CRM processes, rules, and automations visually while Sweep constructs an optimized backend Salesforce infrastructure.


Seller Details
Seller
Sweep
Year Founded
2021
HQ Location
New York, US
Twitter
@FactsCSH
979 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®

Ronen I.
RI
Overview Provided by:
Head of Product @Sweep

Recent Sweep Reviews

Tal O.
TO
Tal O.Small-Business (50 or fewer emp.)
5.0 out of 5
"A MUST FOR EVERYONE"
practicly everyone can use it without being an expert on Salesforce. realy user friendly, its easy to make changes and then deploy, without having...
Parbat L.
PL
Parbat L.Mid-Market (51-1000 emp.)
5.0 out of 5
"Amazing Product"
I like how it replaces a lot of our tools. It's simple, yet efficient. The team and the support we get is world class. The best part is the agility...
Kristin F.
KF
Kristin F.Mid-Market (51-1000 emp.)
5.0 out of 5
"Sweep is the BEST product for Salesforce admins - Hands down!"
Sweep makes Salesforce administration a dream -- and lets us FINALLY focus on what really matters for GTM revenue org vs. the "how" to implement Sa...
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25 out of 26 Total Reviews for Sweep

4.9 out of 5
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25 out of 26 Total Reviews for Sweep
4.9 out of 5
25 out of 26 Total Reviews for Sweep
4.9 out of 5

Sweep Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Overall Review Sentiment for SweepQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Kristin F.
KF
Sales Operations Analyst
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
What do you like best about Sweep?

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.

What do you dislike about Sweep?

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.

What problems is Sweep solving and how is that benefiting you?

We had to manually re-assign territories to Sales and SDR reps which changes frequently. All related records had to be manually updated too and in MINUTES, we built the logic into Sweep to do automatically.

This was the reason we bought Sweep, but now we are benefitting from all the other amazing features it has like the Visual Canvas, Verify URL automation, Slack Alerts, Documentation and Routing. Review collected by and hosted on G2.com.

Adam M.
AM
Sales Operations Specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

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.

What do you dislike about Sweep?

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

What problems is Sweep solving and how is that benefiting you?

1. Sweep is a game-changer for our Sales Ops team. It significantly reduces the time spent on tedious automation tasks like lead routing and territory management.

2. The intuitive interface also makes it easy to visualize and manage complex workflows. - Management and non-Salesforce Admins can understand it and use it. Review collected by and hosted on G2.com.

Alexandria S.
AS
Senior Manager, Sales Operations
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

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.

What do you dislike about Sweep?

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

What problems is Sweep solving and how is that benefiting you?

Sweep is solving the problem of an inefficient and unsustainable Salesforce setup by helping us restructure our environment for scalability. Initially, our Salesforce system wasn’t designed to handle growth or adapt to evolving business needs, which led to bottlenecks and manual processes. With Sweep’s expertise, we’ve been able to optimize our architecture, automate complex workflows, and streamline operations, all of which have saved us time and resources while positioning us for future growth. This scalability is allowing us to scale our processes seamlessly as our business expands. Review collected by and hosted on G2.com.

Alex K.
AK
Director of Revenue Operations
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

Sweep delivered value just a few days from my initial integration. This was critical as we launched our GTM motion with yours truly, the accidental admin, requiring custom business logic and a reliable feed of updates about movements in our pipeline.

As we've iterated multiple times, Sweep has enabled me to save heaps of energy and time to stay focused on other RevOps . For example, I was able to run lead routing, deploy a custom object, two brand new sales processes, and complex Slack notification workflows in a total of probably 10 hours of work.

To boot, the team is just a wonderful set of people. They set the benchmark for customer success and willingness to solve problems as well as ideate on those random product improvement thoughts. Review collected by and hosted on G2.com.

What do you dislike about Sweep?

Can't say I dislike anything although I'd love to have a bit more field management capabilities so that I can avoid doing any admin in Salesforce. Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

Sweep helps me cover so many core bases for my team across critical points in our GTM motion. Shortlist of my favorites that go beyond what you'll commonly see.

- Lead routing

- Timestamping

- Real-time notifications

- so much more... Review collected by and hosted on G2.com.

Tal O.
TO
Customer Service
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

practicly everyone can use it without being an expert on Salesforce.

realy user friendly, its easy to make changes and then deploy, without having to afraid you cant role back :)

our support is awsome and realy quick.

realy something that you HAVE TO HAVE. Review collected by and hosted on G2.com.

What do you dislike about Sweep?

i dont think i've encountered anything to dislike about Sweep.. Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

Sweep actually changed our life! as a small hi tech company we had to build all of our CRM and project management from scratch, and Sweep really showed us how easy it can be, and how we can grow with them and be our best version. im sure we have a lot more growing to do with that great product. Review collected by and hosted on G2.com.

Rebecca Y.
RY
Senior Salesforce Administrator
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Sweep?

Seriously -- when I saw the documentation/AI portion of this demo, I knew I had to have it. As a solo admin and someone who needs to troubleshoot pretty frequently, being able to ask this tool what is going on under the hood and getting a detailed description of how my automations are working is a game changer.

This is also an incredible way to consolidate your tech stack -- we use it for our roll-ups, de-duping and our change management documentations. I supplement flow with this and use the automations piece in conjunction with assignments for some more complicated group assignments as well.

Customer support team is out of this world friendly and extremely knowledgable of this tool as well, so my questions are always answered quickly Review collected by and hosted on G2.com.

What do you dislike about Sweep?

One of the only things I would love to see is the interaction with AI to be a little more robust. Right now, when you click into the AI chat, it hasn't quite been able to figure out how to answer my questions while analyzing a larger portion of the org.

What I mean is, if I am clicked into the Account object, I am restricted to just whats on the account object. I have to back out and pick a new object to ask questions about. I'd like to be able to zoom into one part of the org, and when it returns an answer that says, "Actually try checking here on X object", I'd like to be able to ask it to look and bring that info in to me rather than having to click around to ask the question again. Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

The solo admin situation -- its saving me a ton of time trying to troubleshoot the org and put into place new things. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

We are just getting really getting into using everything with sweep but so far it has been able to replace several products that we had. It is fairly user intuitive and as someone that does not have a development background this has been huge. They are very responsive to questions and requests. They added a feature to their product specifically for our company that will save us hours upon hours upon hours implementing a new project. Review collected by and hosted on G2.com.

What do you dislike about Sweep?

I may have missed this, and with the constant improvements they are making this might be hard but having a good knowledge base that defines the different parts of each thing the tool can do would be really cool. So far, they have been super responsive when we have questions but it'd be cool to not always have to be a bother! Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

The biggest priority for us in using sweep has been dealing with duplicate records. So far it's been great. I have used it some for documentation and hope to start using it to replace out roll-up fields. I'm sure in the future we will be using the documentation for sharing info with teams that do not us salesforce but use salesforce data. Review collected by and hosted on G2.com.

Ally D.
AD
Associate Director of Client Partnerships
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Sweep?

Our team's experience with Sweep has been transformative. Prior to onboarding Sweep, we had invested in Salesforce for an entire year without maximizing its potential. Ben from the Sweep team has been a crucial catalyst in our success, providing exceptional support throughout our implementation process.

Ben has been instrumental in tailoring our Salesforce configuration to precisely match our business needs. His approach is both collaborative and strategic – he thoughtfully challenges our assumptions and encourages us to think more deeply about our platform's backend architecture. His expertise goes beyond simple configuration; he has conducted comprehensive team training sessions and demonstrated remarkable patience as we continuously refine our processes.

What truly sets Ben apart is his responsiveness and efficiency. Whether we're updating accounts, uploading lists, or refreshing reports, he consistently provides prompt and high-quality support. His commitment to our success has been evident in every interaction, helping us unlock the full value of our Salesforce investment. Review collected by and hosted on G2.com.

What do you dislike about Sweep?

Wish that we had Ben in house! He is a a firm believer of the "teach a man to fish method" and rather than do our work for us he is always encouraging us to learn how to do it ourselves as well. Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

Sweep helps us with:

1. Salesforce configuration

2. Data Entry and Clean up

3. Data Reporting

4. Technical support and trainings Review collected by and hosted on G2.com.

Alexandre B.
AB
Head of Revenue Operations
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

The automation capabilities significantly reduce implementation time for process changes, enabling quicker adaptation to business needs.

With an intuitive interface and pre-built templates, Salesforce management becomes straightforward. We now deploy changes in hours instead of weeks, improving our time-to-market and allowing faster responses to opportunities and challenges. Review collected by and hosted on G2.com.

What do you dislike about Sweep?

The current limits of the tool - where Salesforce customization is still needed (advanced flows). Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

Sweep is our main tool when defining and automating our key processes for Account, Contact, Opportunity and Lead Management.

The customization options have allowed us to tailor it to our unique needs, saving countless hours of manual work and reducing errors. Review collected by and hosted on G2.com.

Parbat L.
PL
Senior Solutions Designer & Developer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Sweep?

I like how it replaces a lot of our tools. It's simple, yet efficient. The team and the support we get is world class. The best part is the agility, there's always something new and exciting updates . Review collected by and hosted on G2.com.

What do you dislike about Sweep?

There's nothing to dislike. Our experience has been great so far. Review collected by and hosted on G2.com.

What problems is Sweep solving and how is that benefiting you?

We've replaced out lead routing as well as matching rulese for which we had a different tool. We also extensively use the documentation as well as the copilot feature. It is amazingly handy Review collected by and hosted on G2.com.