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What is Sweep?

Sweep revolutionizes CRM by streamlining operations for enhanced efficiency. With this platform, you can easily visualize, design, and manage your CRM workflows, rules, and automated processes, all while benefiting from an optimized Salesforce backend. It serves as the perfect environment for constructing your ideal CRM funnel. Within a single interface, you have the ability to create, collaborate, and make direct implementations into Salesforce. The intuitive drag-and-drop feature lets you monitor the connections between various CRM steps as you build them. This provides a user-friendly structure for overseeing and adjusting different configurations. From a singular viewpoint, you can gain a holistic understanding of your entire CRM system. This allows you to take proactive measures to identify potential optimizations and resolve any bottlenecks. You can eliminate monotonous tasks by automating parts of your workflow. Designed specifically to bolster your sales teams, this Salesforce Lightning component simplifies the experience and includes inline guidance for easier navigation. You can quickly and securely transition your funnels from sandbox settings to live production. Moreover, Sweep equips you with all essential tools for native reporting in Salesforce from the outset, ensuring a smooth experience. Ultimately, it empowers you not only to refine your CRM strategy but also to significantly boost your sales performance, making it an invaluable asset for any organization looking to thrive.

What is Si-Fi?

Si-Fi functions as a powerful and accessible Business Rules Management System (BRMS) that allows business users to design complex rule structures and workflow processes without requiring any coding expertise. Users have the ability to choose from a wide range of actions, such as creating, viewing, or selecting Salesforce records, making logical determinations via Si-Fi Expressions, dispatching emails, or posting updates on Chatter. These various functionalities can be easily linked together through an intuitive drag-and-drop interface, which significantly enhances user experience. In addition, Si-Fi facilitates interaction with all standard Salesforce objects, custom objects, and external data sources via web services. With its drag, drop, and connect capability, users can construct dynamic elements that are essential for effective business operations. Serving as a complementary resource to Salesforce Flow and Visual Workflow, Si-Fi is particularly designed to assist organizations with demanding process requirements in their quest for operational excellence. In an era where customer focus is paramount, the ability to implement flexible, measurable, and manageable processes has become crucial for achieving success. Moreover, the platform's user-friendly design ensures that even individuals with limited technical backgrounds can leverage its functionalities effectively. This accessibility empowers a broader range of users to engage with the system, promoting innovation and efficiency across various business functions.

Media

Media

Integrations Supported

Salesforce
Chatter
Salesforce Sales Dialer
Slack

Integrations Supported

Salesforce
Chatter
Salesforce Sales Dialer
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sweep

Company Location

United States

Company Website

www.sweep.io/product/

Company Facts

Organization Name

ORIAC Solutions

Date Founded

2006

Company Location

United Kingdom

Company Website

oriacsolutions.com/products/salesforce-si-fi-app/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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