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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 Metazoa Snapshot?

Introducing Snapshot, a Change & Release Management Tool tailor-made for Salesforce Administrators, which features visually appealing tools designed to facilitate the smooth deployment of metadata assets from both sandbox environments and Salesforce DX projects to production accounts. This innovative platform boasts over 40 comprehensive reports, capturing every aspect of your Salesforce account, including unused assets, complex relationships, disaster recovery plans, data security protocols, and compliance with corporate standards. By leveraging Snapshot, Salesforce professionals can put their code-related worries to rest, as this powerful solution allows them to manage intricate organizations using an intuitive drag-and-drop interface. The capacity to visualize and streamline operations, bolster security and compliance, and decrease overall organizational ownership costs has never been more straightforward. Metazoa Snapshot is recognized as the most extensive toolkit available for managing Salesforce orgs, effectively tackling technical debt while offering a wide array of features that simplify administrative tasks. Whether your goal is to enhance performance or guarantee adherence to regulations, Snapshot provides outstanding solutions tailored to all your Salesforce management requirements. With its user-friendly design and comprehensive capabilities, Snapshot is poised to revolutionize the way Salesforce administrators approach their work.

Media

Media

Integrations Supported

Salesforce
LodgIQ
Salesforce Sales Dialer
Slack

Integrations Supported

Salesforce
LodgIQ
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

Metazoa

Date Founded

2018

Company Location

United States

Company Website

www.metazoa.com

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

Change Management

Approval Workflow
Audit Trail
Automated Notifications
Change Calendar
Change Planning
Compliance Management
Prioritization
Release Management
Task Management
Tracking & Reporting
Training Management

Continuous Integration

Build Log
Change Management
Configuration Management
Continuous Delivery
Continuous Deployment
Debugging
Permission Management
Quality Assurance Management
Testing Management

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