What is Swyft AI?
Swyft is an AI-powered software that helps manage and update Salesforce CRM data automatically. It allows users to focus on their sales calls while Swyft captures meeting details in the background. After the call, Swyft analyzes the conversation and updates relevant fields in Salesforce, saving time and ensuring accurate pipeline data. With Swyft, users can turn their calls into Salesforce data instantly.
Key Features:
1. Automatic Meeting Capture: Swyft captures all meeting details without requiring manual note-taking.
2. Meeting Summary: Users receive automatic summaries of their meetings, allowing them to focus on selling rather than taking notes.
3. Structured Data & Context: Swyft updates meeting notes, discussed next steps, and other opportunity fields within Salesforce.
4. Designed for Teams: Swyft caters to teams of all sizes with different plans tailored for designers, marketers, and developers.
5. Mobile Accessibility: The software is available for download on both iPhone and Android devices, enabling team connectivity anytime and anywhere.
Use Cases:
- Sales Calls: Sales representatives can use Swyft during their calls to have accurate records of discussions automatically updated in Salesforce.
- Pipeline Management: By automating CRM updates after each call or meeting, managers can ensure complete pipeline accuracy without relying on manual efforts.
- Time-Saving Solution: Users no longer need to spend extra time at the end of the day updating Salesforce manually; instead, they can rely on Swyft's automated process.
Swyft revolutionizes CRM management by leveraging AI technology to streamline data entry processes within Salesforce. With its automatic capture of meeting details and seamless integration with the CRM platform, it saves valuable time for sales professionals while maintaining accurate pipeline information. Whether you're a small business or a large enterprise team looking for efficient ways to keep your CRM up-to-date effortlessly, Swyft offers a reliable solution that enhances productivity and data hygiene.





