What is Swyft?
Swyft AI is an automated tool for updating CRM fields, specifically designed for Sales teams. The tool utilizes Artificial Intelligence to take notes during sales calls, summarize important information, generate a list of next steps, and update relevant CRM fields through a seamless integration with Salesforce. Swyft's automatic updates save users a lot of time and prevent them from wasting hours manually updating their CRM at the end of the day. Swyft AI's features include a call summary that provides a perfect overview of the sales calls, eliminating the need for manual note-taking. The tool's automatic update of CRM fields helps improve data hygiene and keep Salesforce updated instantly. Swyft AI also has a structured data and context feature that automatically updates call notes and discusses next steps with relevant parties. Furthermore, Swyft AI is available on Android and iPhone devices, making it easy for users to stay connected with their teams remotely.Swyft AI offers a complete solution for Sales teams of all sizes, and it comes with three different plans: Designer, Marketing, and Developer. Each plan offers tools and resources catered to the specific needs of each team. Additionally, Swyft AI has a free Beta program, excellent customer support, and a troubleshooting guide. Lastly, Swyft AI has received positive testimonials from users who saw significant productivity improvements due to the ease of use and customization options offered by the tool.
Pros
- Automated CRM updates
- Designed for Sales teams
- Seamless Salesforce integration
- Time-saving features
- Eliminates manual note-taking
- Improves data hygiene
- Structured data and context
- Mobile friendly (Android
- iPhone)
- Different plans per team role
- Free Beta program
- Excellent customer support
- Troubleshooting guide
- Positive user testimonials
- Customization options
- Zoom compatibility
- Instant CRM update post-call
- Automatic next steps generation
- Concentrated platform
- Real-time call summaries
Cons
- Limited to Salesforce integration
- Only accessible on mobile
- No desktop app available
- Doesn't support video calls
- No multi-language support
- Lack of customizability
- Specific to sales teams
- No real-time transcription
- No API for custom integrations
- No free version available
Swyft FAQ
What is Swyft AI?
Swyft AI is an automated tool that uses artificial intelligence to streamline the work of Sales teams. It takes notes during sales calls, summarizes crucial information, and automatically updates relevant CRM fields, integrating seamlessly with Salesforce. The tool is designed to save time and enhances productivity by negating the need to manually update CRM fields at day's end. It provides a summary of sales calls, keeps Salesforce instantly updated, and is available on Android and iPhone devices.
How does Swyft AI update CRM fields?
Swyft AI updates CRM fields automatically following every sales call. Once the call is over, Swyft AI generates a summary of the call, including the next steps that were discussed, and updates all these details into the CRM. Any other required opportunity fields can be updated by the user. This functionality eliminates the need for users to manually update their CRM fields, thus saving valuable time.
How does Swyft AI help in taking notes during sales calls?
Swyft AI is engineered to take detailed notes automatically during sales calls. Users can remain focused on their call, while Swyft works in the background, collecting structured data and context. This functionality alleviates the need for users to worry about note-taking during the call, enabling them to focus solely on their sales conversation.
What does the call summary feature in Swyft AI do?
The call summary feature in Swyft AI provides an automatic summary of sales calls. This encapsulates key points of the call, next steps, and updates all necessary opportunity fields. It eliminates the need for taking notes manually, allowing users to focus more on their selling and interaction.
How does Swyft AI keep Salesforce updated instantly?
Swyft AI leverages AI to ensure Salesforce is instantly updated. After a sales call, Swyft AI immediately generates a summary that includes next steps and opportunity fields. Users can approve and save, make additional notes if needed and with a few seconds, all the relevant fields in Salesforce are updated. This keeps Salesforce updated in real time, promoting improved data hygiene.
On which devices is Swyft AI available?
Swyft AI is available on both Android and iPhone devices. Users can download the app on their mobiles and stay connected with their teams remotely, anytime, from anywhere.
Does Swyft AI offer solutions for different team sizes?
Yes, Swyft AI offers solutions tailored to teams of all sizes, catering to the varied needs of different roles in a business. It perfectly caters to the needs of account executives, sales leaders, RevOps, and customer success teams.
What are the different plans offered by Swyft AI?
Swyft AI offers three plans suited for different business roles: Designer, Marketing, and Developer. Each plan is specially designed to cater to unique needs and anticipated challenges of these respective roles, equipping them with requisite tools and resources.
