FAQ about Swyft
What is Swyft?
Swyft is an AI-powered platform that helps users manage their CRM data and automatically update Salesforce, eliminating manual data entry and ensuring precise pipeline updates.
How to use Swyft?
1. Conduct a Meeting: Engage in your Zoom call while Swyft handles the note-taking in the background.
2. Confirm and Save: Post-meeting, Swyft analyzes the call and captures necessary details for Salesforce. Review and edit if needed, then update with one click.
3. Automatic CRM Update: Swyft instantly updates relevant CRM fields, saving hours of manual work.
How does Swyft capture meeting details?
Swyft employs AI to analyze sales calls and extract important information such as meeting notes and next steps discussed.
Can I review and edit the captured details before updating Salesforce?
Yes, Swyft allows users to review and edit the captured details before updating Salesforce with a single click.
What CRM fields does Swyft update automatically?
Swyft updates all pertinent CRM fields, including meeting notes, next steps, and other opportunity-related information discussed during the call.
Is Swyft suitable for teams of all sizes?
Yes, Swyft is designed to be effective for teams of any size, providing an efficient solution for CRM data management and Salesforce updates.