Swyft

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.

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.

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.

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.

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.