Swyft AI

Automate CRM data and processes with AI for improved revenue operations and data hygiene.
August 13, 2024
Web App, Other
Swyft AI Website

About Swyft AI

Swyft AI is a powerful platform designed for revenue operations teams to streamline workflow automation. It effortlessly converts unstructured customer data from calls into actionable CRM updates, improving efficiency and collaboration. With features like automatic deal alerts and handoff documents, Swyft AI enhances performance for revenue teams.

Swyft AI offers flexible pricing plans tailored to meet the needs of various revenue teams. Each tier provides access to unique features that enhance CRM automation and process efficiency. Upgrading allows users to unlock advanced capabilities, making Swyft AI an essential tool for maximizing revenue operations.

Swyft AI's user interface is designed for simplicity and efficiency, allowing users to navigate seamlessly through key features. Its clean layout enhances the browsing experience, featuring intuitive controls for CRM updates, deal alerts, and process automation, making revenue operations more effective and user-friendly.

How Swyft AI works

Users start with onboarding by integrating their existing call recording and CRM systems with Swyft AI. The platform then automatically processes customer calls, extracting relevant data to update CRM entries in real-time. Users receive notifications in their preferred channels like Slack or Teams, maximizing collaboration without additional strain.

Key Features for Swyft AI

Automatic CRM Updates

Swyft AI's Automatic CRM Updates feature enhances efficiency by transforming customer call data into CRM entries within minutes. This unique functionality ensures that vital information is captured accurately and promptly, allowing revenue teams to focus on strategic initiatives rather than manual data entry.

Cross-Team Collaboration

The Cross-Team Collaboration feature of Swyft AI captures essential data relevant to various teams beyond sales. This functionality enhances communication and coordination among implementation and customer success teams, ensuring everyone stays informed and aligned, ultimately driving better outcomes across the organization.

Deal Alerts

Swyft AI’s Deal Alerts feature sends timely notifications regarding updates or risks to key accounts. This functionality integrates with communication platforms like Slack or Teams, ensuring team members are always aware of essential developments, enabling proactive management and improved customer relationships.

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