Understanding Swyft
Swyft is an AI-driven platform designed to streamline CRM management and automate Salesforce updates. This innovative tool eliminates the need for manual data entry, ensuring that your sales pipeline is always up-to-date with minimal effort.
How to Operate Swyft
1. Conduct a Meeting: Participate in your Zoom call, and Swyft will handle the note-taking seamlessly in the background.
2. Confirm and Save: After the meeting, Swyft will analyze the call, summarizing key details that need to be updated in Salesforce. You can review and make adjustments before finalizing the update with a single click.
3. Automatic CRM Update: Swyft swiftly updates the relevant CRM fields, saving you significant time and manual effort.