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",{"_key":232,"_type":68,"marks":233,"text":235},"83e94323d46e",[234],"ca806e263570","Wiz’",{"_key":237,"_type":68,"marks":238,"text":239},"64d5e3ef8852",[],"s GTM Systems team, describes what it felt like working inside their Salesforce org, he doesn’t start with how much they had been scaling or how overwhelming the complexity had become. He starts with ",{"_key":241,"_type":68,"marks":242,"text":244},"cd6778200bba",[243],"em","time",{"_key":246,"_type":68,"marks":247,"text":248},"a3b67954fb73",[],".",[250,252],{"_key":225,"_type":23,"blank":24,"noOpener":24,"noReferrer":24,"url":251},"https://www.linkedin.com/in/kelly-michael-skelton/",{"_key":234,"_type":23,"blank":24,"noOpener":24,"noReferrer":24,"url":253},"https://www.wiz.io/",{"_key":255,"_type":64,"children":256,"markDefs":260,"style":87},"1d805a0a44e9",[257],{"_key":246,"_type":68,"marks":258,"text":259},[],"“When a case comes in,” he said, “you could spend three hours on it — two and a half just getting context, and then half an hour actually fixing the problem.”",[],{"_key":262,"_type":64,"children":263,"markDefs":285,"style":87},"01d558756f2f",[264,268,272,276,281],{"_key":265,"_type":68,"marks":266,"text":267},"3f9a41e7aec0",[],"As it turns out, that ratio is the norm across systems teams throughout the country (evidenced ",{"_key":269,"_type":68,"marks":270,"text":271},"6e251e5744f2",[243],"here",{"_key":273,"_type":68,"marks":274,"text":275},"48eabfe72505",[]," by our new ",{"_key":277,"_type":68,"marks":278,"text":280},"c9b25432e224",[279],"ef93dca6a258","State of Enterprise Systems report",{"_key":282,"_type":68,"marks":283,"text":284},"dbeb8e16d00e",[],"). 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And when you can’t see, speed becomes dangerous.",[],{"_key":329,"_type":64,"children":330,"markDefs":335,"style":87},"24387b92b1ca",[331],{"_key":332,"_type":68,"marks":333,"text":334},"7e1ef4ca77cd",[],"“We were constantly producing bugs,” Kelly said. “Breaking stuff, just trying to keep up.”",[],{"_key":337,"_type":64,"children":338,"markDefs":352,"style":87},"a562308b60dc",[339,343,348],{"_key":340,"_type":68,"marks":341,"text":342},"a8f089a14b38",[],"At the time, the team was small (mostly admins, very few developers) supporting a ",{"_key":344,"_type":68,"marks":345,"text":347},"f233bd48440f",[346],"6fe656c413b5","system that had already outgrown",{"_key":349,"_type":68,"marks":350,"text":351},"eae06ad8c97a",[]," the ways they could reason about it.",[353],{"_key":346,"_ref":354,"_type":83},"aa7444e0-f466-4469-8d2b-56bdbec7ff71",{"_key":356,"_type":64,"children":357,"markDefs":362,"style":154},"0976886f0f52",[358],{"_key":359,"_type":68,"marks":360,"text":361},"bc9b8b75cd87",[],"Sweep discovered",[],{"_key":364,"_type":64,"children":365,"markDefs":370,"style":87},"a84c2255202f",[366],{"_key":367,"_type":68,"marks":368,"text":369},"d3fdf6a5d506",[],"Sweep entered the picture almost incidentally. Kelly saw it at Texas Dreamin’, then again at Midwest Dreamin’. We struck him: “I hadn’t seen anything that could grab and surface metadata in such a strong way,” he said.",[],{"_key":372,"_type":64,"children":373,"markDefs":387,"style":87},"087313e46db6",[374,378,383],{"_key":375,"_type":68,"marks":376,"text":377},"298f563bf8f5",[],"He brought it back to the team as a way to move faster, to understand the system more clearly. ",{"_key":379,"_type":68,"marks":380,"text":382},"66b1472aeeb1",[381],"1105c8d703cb","Deduplication",{"_key":384,"_type":68,"marks":385,"text":386},"d9b6eea32c76",[]," wasn’t even part of the initial conversation. At that point, they were evaluating Sweep purely for its ability to help them navigate their own org — trace dependencies, understand downstream impact, and finally get a clear view of how things actually worked.",[388],{"_key":381,"_ref":389,"_type":83},"1cb08a2d-def8-4ad3-91a5-ed85b6c86939",{"_key":391,"_type":64,"children":392,"markDefs":397,"style":154},"bfd7e746e3e2",[393],{"_key":394,"_type":68,"marks":395,"text":396},"3de3a8b09a4a",[],"The math changes",[],{"_key":399,"_type":64,"children":400,"markDefs":405,"style":87},"cffae06326e6",[401],{"_key":402,"_type":68,"marks":403,"text":404},"53e590bfaf90",[],"It was only later, once they were deeper into the product, that something clicked.",[],{"_key":407,"_type":64,"children":408,"markDefs":413,"style":87},"151cf1c411d5",[409],{"_key":410,"_type":68,"marks":411,"text":412},"20c784e33d8c",[],"They were already paying for a deduplication tool. And Sweep could replace it.",[],{"_key":415,"_type":64,"children":416,"markDefs":421,"style":87},"6adb0dfe5d51",[417],{"_key":418,"_type":68,"marks":419,"text":420},"6c2493f8f2a7",[],"“It wasn’t really a feature gap we were solving,” Kelly said. “It was more like… we were already looking at Sweep for metadata and documentation, and then realized it could replace something else we were using.”",[],{"_key":423,"_type":64,"children":424,"markDefs":429,"style":87},"d4fad372d794",[425],{"_key":426,"_type":68,"marks":427,"text":428},"0cd63d132783",[],"That changed the conversation internally.",[],{"_key":431,"_type":64,"children":432,"markDefs":437,"style":87},"55e8a861f693",[433],{"_key":434,"_type":68,"marks":435,"text":436},"1611d06e2264",[],"Instead of justifying a new tool, they could justify consolidating one they already had while increasing the output of the team using it.",[],{"_key":439,"_type":64,"children":440,"markDefs":445,"style":87},"fcec24e6eccc",[441],{"_key":442,"_type":68,"marks":443,"text":444},"6c0bc7406eee",[],"“We could say, we’re already spending this budget… and now we get that plus new capabilities that are going to speed us up,” said Kelly.",[],{"_key":447,"_type":64,"children":448,"markDefs":453,"style":154},"863e839a46b0",[449],{"_key":450,"_type":68,"marks":451,"text":452},"51ff0777e9a0",[],"Complexity, dedupe, and speed",[],{"_key":455,"_type":64,"children":456,"markDefs":470,"style":87},"da4e8d97c87e",[457,461,466],{"_key":458,"_type":68,"marks":459,"text":460},"657db8bb4c4f",[],"“Dedupe is usually difficult because of how complex everything is,” said ",{"_key":462,"_type":68,"marks":463,"text":465},"dda8361941d7",[464],"7f9260cadf0f","Lily Zhang",{"_key":467,"_type":68,"marks":468,"text":469},"1cb22a9b7475",[],", GTM Systems Analyst at Wiz.",[471],{"_key":464,"_type":23,"blank":24,"noOpener":24,"noReferrer":24,"url":472},"https://www.linkedin.com/in/lilyzhaang/",{"_key":474,"_type":64,"children":475,"markDefs":480,"style":87},"7782b76cdbfc",[476],{"_key":477,"_type":68,"marks":478,"text":479},"c8facc8858a1",[],"“There are so many hands involved, things change all the time. It’s not just volume, it’s how everything connects.”",[],{"_key":482,"_type":64,"children":483,"markDefs":488,"style":87},"7dbaa1dfb606",[484],{"_key":485,"_type":68,"marks":486,"text":487},"1ad25fcf42a1",[],"Lily explained that Wiz needed more than a tool that could merge records: they needed one that could operate inside a system where every change had downstream effects and where those effects weren’t always visible upfront.",[],{"_key":490,"_type":64,"children":491,"markDefs":496,"style":87},"4ab1ec2e08db",[492],{"_key":493,"_type":68,"marks":494,"text":495},"f4219866c607",[],"When they started using Sweep, the first thing that showed up was exactly what they expected.",[],{"_key":498,"_type":64,"children":499,"markDefs":504,"style":87},"17bbad5a8d32",[500],{"_key":501,"_type":68,"marks":502,"text":503},"3bd88b2f95b4",[],"Four months in on the tool:",[],{"_key":506,"_type":64,"children":507,"markDefs":512,"style":87},"58d218aa7ee2",[508],{"_key":509,"_type":68,"marks":510,"text":511},"963ff07bfc6d",[],"“The time savings we thought we would get, we are indeed getting,” Lily said.",[],{"_key":514,"_type":64,"children":515,"markDefs":520,"style":154},"bbb1d5984c68",[516],{"_key":517,"_type":68,"marks":518,"text":519},"32fb7b713a49",[],"Then they just… trusted the map",[],{"_key":522,"_type":64,"children":523,"markDefs":528,"style":87},"89acb902b4a2",[524],{"_key":525,"_type":68,"marks":526,"text":527},"37d9c44eae1e",[],"Salesforce has ways of showing you where something is used, but only in certain cases, and never completely. “With standard fields, you literally cannot use ‘Where is this used,’” Kelly said. “And we rely on those everywhere.”",[],{"_key":530,"_type":64,"children":531,"markDefs":536,"style":87},"b337f699ca4b",[532],{"_key":533,"_type":68,"marks":534,"text":535},"71295bd1501a",[],"Sweep changed that.",[],{"_key":538,"_type":64,"children":539,"markDefs":544,"style":87},"d7af7c081336",[540],{"_key":541,"_type":68,"marks":542,"text":543},"ee6294df109b",[],"“Not having that visibility… that was a major unlock for us,” he said.",[],{"_key":546,"_type":64,"children":547,"markDefs":552,"style":87},"96e06dfa67fe",[548],{"_key":549,"_type":68,"marks":550,"text":551},"0d4c382fffd3",[],"And more importantly, they trusted it. “The metadata search is 100% accurate,” he said. “We’ve never found a case where it was incorrect.”",[],{"_key":554,"_type":64,"children":555,"markDefs":559,"style":87},"339f60f75863",[556],{"_key":557,"_type":68,"marks":558,"text":198},"c0193bbfc6d7",[],[],{"_key":561,"_type":64,"children":562,"markDefs":567,"style":154},"6b89fc2db38b",[563],{"_key":564,"_type":68,"marks":565,"text":566},"12465d2310a8",[],"And once they trusted it, everything changed",[],{"_key":569,"_type":64,"children":570,"markDefs":575,"style":87},"e321e23af3a8",[571],{"_key":572,"_type":68,"marks":573,"text":574},"4e75fd56a911",[],"Once they trusted the output, the way they worked started to shift.",[],{"_key":577,"_type":64,"children":578,"markDefs":583,"style":87},"8553e0b32b27",[579],{"_key":580,"_type":68,"marks":581,"text":582},"06032d6f7b7b",[],"“You’re getting to the answer you need faster,” Kelly said.",[],{"_key":585,"_type":64,"children":586,"markDefs":591,"style":87},"8fb569a2f233",[587],{"_key":588,"_type":68,"marks":589,"text":590},"32090fc1b977",[],"“The team wasn’t double-checking every result,” Lily added.",[],{"_key":593,"_type":64,"children":594,"markDefs":599,"style":87},"62af80322670",[595],{"_key":596,"_type":68,"marks":597,"text":598},"964531faa4e6",[],"They weren’t baking in the time they previously needed to validate what they were seeing. They were just moving.",[],{"_key":601,"_type":64,"children":602,"markDefs":616,"style":87},"3efcf0824d08",[603,607,612],{"_key":604,"_type":68,"marks":605,"text":606},"b86496fb9a19",[],"And because they understood more before ",{"_key":608,"_type":68,"marks":609,"text":611},"afe0e576bee1",[610],"1201c04c19aa","making changes",{"_key":613,"_type":68,"marks":614,"text":615},"d3bfc12e682b",[],", they broke less.",[617],{"_key":610,"_ref":618,"_type":83},"6e4d2998-1040-4df2-8eda-b21829c3fef2",{"_key":620,"_type":64,"children":621,"markDefs":626,"style":87},"e9a83fb77072",[622],{"_key":623,"_type":68,"marks":624,"text":625},"b1ab74782ae5",[],"“We produce far less technical debt and bugs than we did before,” Kelly said.",[],{"_key":628,"_type":64,"children":629,"markDefs":634,"style":154},"6f8bcb1b019c",[630],{"_key":631,"_type":68,"marks":632,"text":633},"89cfb424024f",[],"The questions stopped piling up",[],{"_key":636,"_type":64,"children":637,"markDefs":642,"style":87},"6a5457246adf",[638],{"_key":639,"_type":68,"marks":640,"text":641},"cb5bf7317bf4",[],"At the very same time, something else started happening outside the core admin team.",[],{"_key":644,"_type":64,"children":645,"markDefs":650,"style":87},"df9335141867",[646],{"_key":647,"_type":68,"marks":648,"text":649},"50f3c1ab9c9b",[],"“I use the documentation all the time,” Lily said. “Sometimes I don’t want to bug someone for something small. I can just build my own understanding.”",[],{"_key":652,"_type":64,"children":653,"markDefs":658,"style":87},"e8b445169db4",[654],{"_key":655,"_type":68,"marks":656,"text":657},"1518ddd63cef",[],"That ability to self-serve meant fewer escalations and faster resolution across the board.",[],{"_key":660,"_type":64,"children":661,"markDefs":666,"style":87},"eda473e5db13",[662],{"_key":663,"_type":68,"marks":664,"text":665},"2497763635f5",[],"“It can be used by literally everybody,” Kelly said.",[],{"_key":668,"_type":64,"children":669,"markDefs":674,"style":154},"edfe3cc0014e",[670],{"_key":671,"_type":68,"marks":672,"text":673},"0843084d6da6",[],"The agentic layer formed",[],{"_key":676,"_type":64,"children":677,"markDefs":682,"style":87},"aa9443e7729f",[678],{"_key":679,"_type":68,"marks":680,"text":681},"827ed406494b",[],"Over time, the value of Sweep started to look less like a set of features and more like a layer underneath everything they were doing.",[],{"_key":684,"_type":64,"children":685,"markDefs":690,"style":87},"65f63b9dbae6",[686],{"_key":687,"_type":68,"marks":688,"text":689},"6197b9115475",[],"“It’s not just that we have this metadata tool,” Kelly said. “The more pieces we layer on, the more valuable it becomes.”",[],{"_key":692,"_type":64,"children":693,"markDefs":698,"style":87},"a7bbf99d3b65",[694],{"_key":695,"_type":68,"marks":696,"text":697},"a0b8c83bbc53",[],"At Wiz, there’s a phrase they use internally when they talk about building with AI: context is queen, and AI is king. (And just like on a chessboard, good luck winning if you don’t have a queen.)",[],{"_key":700,"_type":64,"children":701,"markDefs":715,"style":87},"e89ef430a69c",[702,706,711],{"_key":703,"_type":68,"marks":704,"text":705},"79837b3409be",[],"“You can pass fields into an AI model and have it generate something,” Kelly said. “But you don’t have all the context. ",{"_key":707,"_type":68,"marks":708,"text":710},"7393b21d9072",[709],"26004c338b3c","In Sweep, you have the context",{"_key":712,"_type":68,"marks":713,"text":714},"5d668a106053",[],". 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As a leader in identity security, the company runs under strict SOX compliance requirements, where Salesforce supports core revenue operations, including Opportunity management, forecasting, quoting workflows, and audit-sensitive access controls.",[2580],{"_key":2573,"_type":23,"blank":24,"noOpener":24,"noReferrer":24,"url":2581},"https://www.sailpoint.com/",{"_key":2583,"_type":64,"children":2584,"markDefs":2589,"style":87},"b6d31fedcb1e",[2585],{"_key":2586,"_type":68,"marks":2587,"text":2588},"e99bda822de40",[],"And it has been in place for nearly two decades.",[],{"_key":2591,"_type":64,"children":2592,"markDefs":2597,"style":87},"1c454b3aeec3",[2593],{"_key":2594,"_type":68,"marks":2595,"text":2596},"156c511cfd2e0",[],"“Our Salesforce is like 20 years old… any Salesforce that’s been around that long has a lot of tech debt.” — Josie Smets, Head of Revenue CRM, Sailpoint",[],{"_key":2599,"_type":64,"children":2600,"markDefs":2605,"style":87},"ee8e8f1b1682",[2601],{"_key":2602,"_type":68,"marks":2603,"text":2604},"d2b172b36df10",[],"Over time, the org accumulated divergent Opportunity record types, inconsistent Sales Stage definitions across segments, dozens of validation rules, deeply layered Flows, and redundant permission sets. 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What we found is that some vendors, like LeanData, have a really expensive lead routing solution. … What surprised us was that for a similar cost, Sweep offers 10x the number of features. And it wasn’t just about lead routing, it was about overriding what Salesforce doesn’t let you do. Duplicate rules have limits in Salesforce, lead routing, how you build automations, integrating Slack Alerts.”",[],{"_key":3159,"_type":1993,"url":3160},"b7f622201e0a","https://www.youtube.com/shorts/c8bRVgOseN8",{"_key":3162,"_type":64,"children":3163,"markDefs":3168,"style":87},"e9052b1167d4",[3164],{"_key":3165,"_type":68,"marks":3166,"text":3167},"ba4f375c8be7",[],"For Tzvi, the platform’s versatility made the ROI conversation with leadership straightforward. “Being able to show a product that was so much more capable — it could do everything we needed in terms of territories — but also make our day-to-day lives more efficient as we’re managing the Salesforce product… it was a lot easier to show where the ROI was to leadership.”",[],{"_key":3170,"_type":64,"children":3171,"markDefs":3176,"style":87},"c008d22db460",[3172],{"_key":3173,"_type":68,"marks":3174,"text":3175},"05381cd672e90",[],"ClearGov partnered with Sweep to execute a 60-day onboarding roadmap aimed at automating workflows, reducing technical debt, and modernizing their Salesforce stack. But as they got started, Kristin and Tzvi realized they could move even faster. They completed their entire rollout, plus stretch goals, in just 30 days.",[],{"_key":3178,"_type":64,"children":3179,"markDefs":3184,"style":1006},"f8ac3234ba5e",[3180],{"_key":3181,"_type":68,"marks":3182,"text":3183},"c83e905b6dc70",[],"Territory management and Lead Routing",[],{"_key":3186,"_type":64,"children":3187,"markDefs":3192,"style":87},"07239a8e29c3",[3188],{"_key":3189,"_type":68,"marks":3190,"text":3191},"66ecaaeedc900",[],"The first priority was eliminating the hours of manual work involved in territory updates.",[],{"_key":3194,"_type":64,"children":3195,"markDefs":3200,"style":87},"84aaf47cf3f3",[3196],{"_key":3197,"_type":68,"marks":3198,"text":3199},"0f15f7ecf2d00",[],"“We were spending on average 5 to 10 hours a week,” Tzvi said. “Between marking up all the spreadsheets, pulling the data, updating them in excel, running the updates could take hours, and then you’d have to go through and look at all of the related objects. If we were transferring accounts, we’d have to make sure the opportunities were changed, the task ownership was changed, because that doesn't happen when you’d do it through data loader…. It was a very time-consuming process and very error prone.\"",[],{"_key":3202,"_type":1993,"url":3203},"7324d2f7b6f2","https://www.youtube.com/shorts/Zl8PV5508LY",{"_key":3205,"_type":64,"children":3206,"markDefs":3211,"style":87},"e3b9275f8631",[3207],{"_key":3208,"_type":68,"marks":3209,"text":3210},"9b09e676d1db0",[],"With Sweep in place, those hours vanished. “[Territory management] that’s something that’s been reduced now to maybe an hour a week, even less. Whenever we had a personnel change, it was, ‘This derails my whole week.’ Now it’s, ‘Let me get this done between some tasks and move on with my day,’” said Tzvi.",[],{"_key":3213,"_type":64,"children":3214,"markDefs":3219,"style":87},"8c99fe1e3088",[3215],{"_key":3216,"_type":68,"marks":3217,"text":3218},"c855c891d60c0",[],"ClearGov also tackled long-deferred routing improvements.",[],{"_key":3221,"_type":64,"children":3222,"markDefs":3227,"style":87},"838d2c256136",[3223],{"_key":3224,"_type":68,"marks":3225,"text":3226},"2b2a322f19950",[],"Kristin said, “Once we figured out Sweep could date stamp when a marketing lead came in, how long it’s been in that status, we built a really robust contact automation workflow to help with the SLA tracking and where in our buyers journey are the leads. We built and tested it over the course of 30 days, and rolled it out to the team in two weeks. We were able to demystify this big concept of lead routing, some people could spend a year trying to perfect the plan. When things worked well, or didn’t, Sweep allows you to make changes quickly and deploy, with no delay.”",[],{"_key":3229,"_type":64,"children":3230,"markDefs":3235,"style":1006},"5f2feb401887",[3231],{"_key":3232,"_type":68,"marks":3233,"text":3234},"2a3c13273f470",[],"Automations and engineering lift",[],{"_key":3237,"_type":64,"children":3238,"markDefs":3243,"style":87},"1ae8e88f5780",[3239],{"_key":3240,"_type":68,"marks":3241,"text":3242},"e486523c2eb40",[],"As the team transitioned territory and routing logic into Sweep, they quickly identified other automation opportunities.",[],{"_key":3245,"_type":64,"children":3246,"markDefs":3251,"style":87},"b54d28a59d1a",[3247],{"_key":3248,"_type":68,"marks":3249,"text":3250},"7d50871e0be80",[],"Tzvi explained how the shift helped them scale: “We have way more work than what a 2-person team can manage but we do a good job of it because we’re able to create automations, and do all things that Sweep provides us, much more quickly than we would be able to do natively, and get around a lot of the limitations Salesforce provides.”",[],{"_key":3253,"_type":64,"children":3254,"markDefs":3259,"style":87},"a1e36354adf3",[3255],{"_key":3256,"_type":68,"marks":3257,"text":3258},"74fd207cdbc40",[],"One of the most immediate wins was moving away from legacy tools like Process Builder and Flow, and building complex automations like developing logic to validate client website URLs by detecting redirects and pushing clean URLs back into Salesforce, a process that previously would have required developer support.",[],{"_key":3261,"_type":1993,"url":3262},"92851438d215","https://www.youtube.com/shorts/qCRqhcI_1LY",{"_key":3264,"_type":64,"children":3265,"markDefs":3270,"style":87},"dff1ac1147c1",[3266],{"_key":3267,"_type":68,"marks":3268,"text":3269},"6da53c13e51e0",[],"For a team managing constant change, speed is essential. “I now am able to build in Sweep at the speed of a Salesforce developer, of which I am not.” Kristin said, “The speed is instead of days and weeks, it’s minutes and hours… which is definitely appreciated when we have so many things coming at us each week. Sweep takes the pressure out of ‘We need to build something in Salesforce, that’s gonna be a big project.’ That’s not how we approach things now,” Kristin said.",[],{"_key":3272,"_type":64,"children":3273,"markDefs":3278,"style":87},"2b783307ce42",[3274],{"_key":3275,"_type":68,"marks":3276,"text":3277},"eafd5102a0160",[],"Sweep also helped bridge the gaps between other tools in their stack, which includes Gong, Slack, Marketo, and ChurnZero.",[],{"_key":3280,"_type":64,"children":3281,"markDefs":3286,"style":87},"df0f85cfb0ac",[3282],{"_key":3283,"_type":68,"marks":3284,"text":3285},"bc526302bb930",[],"“All these tools have Salesforce integrations. But they all lack one thing you wish it could do. Some things you can only do with API calls, or a developer, or you have to custom build it… We’re really excited about Sweep’s webhook integrations, we love using Sweep to plug the gaps of the other tools,” Kristin said.",[],{"_key":3288,"_type":64,"children":3289,"markDefs":3294,"style":1006},"de6c645bd4a8",[3290],{"_key":3291,"_type":68,"marks":3292,"text":3293},"a6a797f7b21f0",[],"Slack Alerts and rep enablement",[],{"_key":3296,"_type":64,"children":3297,"markDefs":3302,"style":87},"d4d2fa24a997",[3298],{"_key":3299,"_type":68,"marks":3300,"text":3301},"47c96754cd770",[],"ClearGov’s investment in automation wasn’t just about backend operations; it made an immediate impact on the sales team’s day-to-day experience. The team used Sweep to introduce automated alerts for everything from stale opportunities and close dates to cross-sell handoff reminders and deals stuck in the same stage. The result was increased visibility and faster action, without forcing reps to dig into Salesforce reports.",[],{"_key":3304,"_type":1993,"url":3305},"083394d16e2a","https://youtube.com/shorts/0dV9H0FsOxA",{"_key":3307,"_type":64,"children":3308,"markDefs":3313,"style":87},"d7b2c5321d0c",[3309],{"_key":3310,"_type":68,"marks":3311,"text":3312},"2b3d7c8960a70",[],"“Slack integration is the most rep-facing improvement we’ve made,” Kristin said. “So when your territory gets changed, you get a Slack alert, when your opportunity is overdue, you can press a button in Slack to change the close date.”",[],{"_key":3315,"_type":64,"children":3316,"markDefs":3321,"style":87},"78e7a4e1da41",[3317],{"_key":3318,"_type":68,"marks":3319,"text":3320},"da5ee572530f0",[],"This shift dramatically reduced the need for manual follow-ups. “We just rolled out Chili Piper, they had some gaps in their Slack integration and we just used Sweep to make up the difference. It’s been really great to tap Sweep when other integrations fall short in Salesforce,” Kristin said.",[],{"_key":3323,"_type":64,"children":3324,"markDefs":3329,"style":87},"b03a9eac1b6e",[3325],{"_key":3326,"_type":68,"marks":3327,"text":3328},"aa4f8f6afb220",[],"These alerts also encouraged better CRM hygiene, without relying on manager check-ins. As Kristin said, “When I first joined, before Sweep, Tzvi would ping the reps every month ‘Hey, these are the overdue opportunities, with the closed dates in the past.’ These are the low-hanging fruit, proactive notifications we can send someone in Slack.”",[],{"_key":3331,"_type":64,"children":3332,"markDefs":3337,"style":1006},"1031ebf2bf8c",[3333],{"_key":3334,"_type":68,"marks":3335,"text":3336},"0f9aeedd6be30",[],"Documentation and troubleshooting transparency",[],{"_key":3339,"_type":64,"children":3340,"markDefs":3345,"style":87},"b3f1b07a8dec",[3341],{"_key":3342,"_type":68,"marks":3343,"text":3344},"3d5fb47cf7ef0",[],"As ClearGov accelerated its automation efforts, understanding and managing inherited architecture became essential. With Sweep’s documentation tools, the team was able to confidently untangle legacy systems and make informed changes without fear of breakage.",[],{"_key":3347,"_type":64,"children":3348,"markDefs":3353,"style":87},"d5c36982ab1f",[3349],{"_key":3350,"_type":68,"marks":3351,"text":3352},"dd827059d7b40",[],"“We had legacy admins in our system. So we had to undo things that neither of us built. And that’s always challenging,” Kristin explained. “But now we leverage Sweep’s documentation search or the AI agent to ask ‘how does this automation work?’”",[],{"_key":3355,"_type":64,"children":3356,"markDefs":3361,"style":87},"96034f2cf994",[3357],{"_key":3358,"_type":68,"marks":3359,"text":3360},"d5b64288e66c0",[],"“Sweep documentation is a saving grace for us,” Kristin shared. “I like the holistic view I now have. As opposed to in Salesforce, you need to know where to go look, or you make changes and suffer the consequences of whatever broke afterwards. We saved a lot of time not having to troubleshoot after making a change.”",[],{"_key":3363,"_type":1993,"url":3364},"f8d8c78f055a","https://youtube.com/shorts/MpQSjg4L-Aw",{"_key":3366,"_type":64,"children":3367,"markDefs":3372,"style":87},"c0dee36ebaa8",[3368],{"_key":3369,"_type":68,"marks":3370,"text":3371},"009672705cec0",[],"For example, when odd behavior cropped up in automated emails, Sweep helped them isolate the issue. After building an email automation, the post-sales team started receiving phantom emails that had no data in them.",[],{"_key":3374,"_type":64,"children":3375,"markDefs":3380,"style":87},"d9b25831f453",[3376],{"_key":3377,"_type":68,"marks":3378,"text":3379},"500f5758b32c0",[],"“We didn't understand why they were triggering,” Kristin said. “We checked every nook and cranny in the back end of Salesforce, every email template. Eventually we asked Ben [our Customer Success] please help. He sent us a screenshare, how to find it in Sweep. We were able to go in, and deactivate the automation.”",[],{"_key":3382,"_type":64,"children":3383,"markDefs":3388,"style":87},"898b26f2364a",[3384],{"_key":3385,"_type":68,"marks":3386,"text":3387},"040146af50030",[],"Kristin summed it up: “I feel much more confident building automations in Sweep, because I feel like we have much more control over troubleshooting when things go wrong. That’s a challenge with the Salesforce Flow interface—if you didn't build it, you have to leave very clear notes on every step of the flow, why it’s here.”",[],{"_key":3390,"_type":64,"children":3391,"markDefs":3396,"style":1006},"59b37d6a7ed3",[3392],{"_key":3393,"_type":68,"marks":3394,"text":3395},"9e7dc410543f0",[],"ClearGov's future plans",[],{"_key":3398,"_type":64,"children":3399,"markDefs":3404,"style":87},"197bd7337d6e",[3400],{"_key":3401,"_type":68,"marks":3402,"text":3403},"b191d264c7ae0",[],"ClearGov redefined what their lean RevOps team could accomplish with speed, independence, and clarity. “Sweep is the mortar between the bricks, and lets you fill those gaps where they exist,” Tzvi said. The platform gave them the flexibility to bridge tooling gaps, reduce backlog, and deliver results faster than ever.",[],{"_key":3406,"_type":64,"children":3407,"markDefs":3412,"style":87},"57660da1f4d0",[3408],{"_key":3409,"_type":68,"marks":3410,"text":3411},"ae34dfd25f440",[],"“Before Sweep, we were limited by our own bandwidth in terms of what changes we could implement and how quickly we could roll them out,” Tzvi continued. “When we’re talking about big projects, we had to plan for when we could do the work to get it done. Now it’s more a conversation of, when can our team sustain the change? We’re not constrained by that bandwidth anymore. We’re able to plan strategically, roll things out when it makes sense to.”",[],{"_key":3414,"_type":64,"children":3415,"markDefs":3420,"style":87},"99ea448482e3",[3416],{"_key":3417,"_type":68,"marks":3418,"text":3419},"1058a2e5027c0",[],"Instead of months-long backlogs and legacy workarounds, they now operate with agility and build for what’s next.",[],{"_key":3422,"_type":64,"children":3423,"markDefs":3437,"style":87},"1d54f2e05d11",[3424,3428,3433],{"_key":3425,"_type":68,"marks":3426,"text":3427},"85d546630c5e0",[],"Want to see what’s possible in 30 days? 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Recently, they made an update to the threshold number and were able to deploy the entire change in less than 5 minutes. “We can deploy changes to our Salesforce 3x faster than before,” says Eric.",[],{"_key":3679,"_type":64,"children":3680,"markDefs":3685,"style":87},"2159a4fcb93a",[3681],{"_key":3682,"_type":68,"marks":3683,"text":3684},"9cfba3ee2cd10",[],"“It’s super easy with Sweep - we can just build a routing rule around the logic we need instead of having to navigate the back end of Salesforce,” says Jay. “Instead of taking weeks, this will take a day or two and will be a big win for our company.”",[],{"_key":3687,"_type":64,"children":3688,"markDefs":3693,"style":87},"642b087471ff",[3689],{"_key":3690,"_type":68,"marks":3691,"text":3692},"4360b051a44d0",[],"Parbat also attests to the seamless experience of Sweep’s routing tools. “It’s easy to translate distributing rules into Sweep logic,” he says. “Having the sandbox environment is always helpful in order to ensure that the outcome of the tests are what we expected.” ",[],{"_key":3695,"_type":64,"children":3696,"markDefs":3701,"style":1006},"f369a5da5c9e",[3697],{"_key":3698,"_type":68,"marks":3699,"text":3700},"4360b051a44d1",[],"Real-time Slack alerts to drive action",[],{"_key":3703,"_type":64,"children":3704,"markDefs":3709,"style":87},"fcc104bf163a",[3705],{"_key":3706,"_type":68,"marks":3707,"text":3708},"d0c6b4335cbb0",[],"The team was also working on optimizing their sales process, specifically in terms of tracking how long an opportunity should stay categorized as an opportunity before it became stale. 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For example, when looking to calculate ARR within Salesforce, Paolo simply asked a member of the Sweep team to show him how to do it on the platform. And just like that, it was done.",[],{"_key":4939,"_type":64,"children":4940,"markDefs":4945,"style":1006},"cf8836b0d854",[4941],{"_key":4942,"_type":68,"marks":4943,"text":4944},"1a977dbfdb740",[],"Leveraging CRM creativity in Salesforce",[],{"_key":4947,"_type":64,"children":4948,"markDefs":4953,"style":87},"9ccfd3a17de0",[4949],{"_key":4950,"_type":68,"marks":4951,"text":4952},"1ed4b2d644490",[],"While managing Salesforce became part of Paolo’s role, it certainly wasn’t his only area of focus. So he used Sweep to optimize his time spent on the platform. “I think the most impactful feature was the automations,” he explains. “Ultimately it came down to all the time I could save and all the money we could save the company.”",[],{"_key":4955,"_type":1993,"url":4956},"978a2dc1c57f","https://youtu.be/ExCNqU4VNks",{"_key":4958,"_type":64,"children":4959,"markDefs":4963,"style":87},"bdb0353479ba",[4960],{"_key":4961,"_type":68,"marks":4962,"text":198},"b62c02af12d0",[],[],{"_key":4965,"_type":64,"children":4966,"markDefs":4971,"style":87},"8c5c0733c01b",[4967],{"_key":4968,"_type":68,"marks":4969,"text":4970},"088b05ada6c5",[],"Not only did Sweep empower Paolo to build in Salesforce, but it also enabled him to think creatively when it came to solving different challenges for the team. For example, streamlining communication between stakeholders involved in a specific project or deal. “I asked if it would be helpful to send a Slack and alert all of these people and bring them into a channel and they said yes that’d be a game changer,” says Paolo. “And I said, ‘Ok, I can do that in three clicks.”",[],{"_key":4973,"_type":1993,"url":4974},"944ce2964f40","https://www.youtube.com/watch?v=xj1zHqbzSqI",{"_key":4976,"_type":64,"children":4977,"markDefs":4982,"style":87},"f29b14c4d4f0",[4978],{"_key":4979,"_type":68,"marks":4980,"text":4981},"d993b72c97df0",[],"\nAfter moving a deal to Closed/Won in Salesforce, the Graphite customer success team would be immediately added to a Slack deal room with relevant information about the customer, the deal, and the necessary details about any next steps.\n",[],{"_key":4984,"_type":1993,"url":4985},"0cf5cd7cde9a","https://www.youtube.com/watch?v=b8kU2H9rGUM",{"_key":4987,"_type":64,"children":4988,"markDefs":4993,"style":87},"15e097048360",[4989],{"_key":4990,"_type":68,"marks":4991,"text":4992},"9a34540a83b3",[],"\nThe customer success team were also thrilled to have automatic reminders about which customer contracts were ending and when. The built-in Slack notifications, built by Paolo, gave the team ample time to engage customers for a renewal, provide additional support when needed, and determine what was required to prevent someone from leaving the platform.",[],{"_key":4995,"_type":64,"children":4996,"markDefs":5001,"style":1006},"2a366ccc7ff7",[4997],{"_key":4998,"_type":68,"marks":4999,"text":5000},"e70f8658def80",[],"Turning Salesforce into a single source of truth",[],{"_key":5003,"_type":64,"children":5004,"markDefs":5009,"style":87},"705819520ff9",[5005],{"_key":5006,"_type":68,"marks":5007,"text":5008},"ab551cddb4640",[],"By leveraging Sweep’s easy-to-build automations and Slack integrations, Paolo was able to help drive the business forward with minimal effort and maximum value.",[],{"_key":5011,"_type":3497,"img":5012},"68bd1897ac55",{"_type":120,"altText":5013,"dpr":142,"image":5014},"Paolo Cavalli quote about Salesforce customization",{"_type":123,"asset":5015},{"_ref":5016,"_type":126},"image-99a6c8987ed261b9915de9db4904c5553356c347-1200x1200-png",{"_key":5018,"_type":64,"children":5019,"markDefs":5024,"style":87},"97291a701f4f",[5020],{"_key":5021,"_type":68,"marks":5022,"text":5023},"fb77ae311fd20",[],"Plus, Sweep enabled the Graphite team to use Salesforce as a single, visible source of truth that the internal team was able to own, manage, and scale. “RevOps can own everything: the infrastructure, the process, the flows, the data, the insights,” says Paolo. “We know how it’s built because we built it.”",[],{"_key":5026,"_type":64,"children":5027,"markDefs":5032,"style":1006},"7d58af6d67d4",[5028],{"_key":5029,"_type":68,"marks":5030,"text":5031},"c9e5399f5d1f",[],"Scaling growth alongside Salesforce",[],{"_key":5034,"_type":64,"children":5035,"markDefs":5040,"style":87},"06a07abed833",[5036],{"_key":5037,"_type":68,"marks":5038,"text":5039},"2c8506e0aa1c0",[],"Paolo and his team have already started thinking about what comes next in terms of company growth and how it will affect the infrastructure of their Salesforce configuration. In fact, that’s a big part of the reason why Paolo chose this CRM platform in the first place. While it may have seemed complex for their current stage, he knew that Graphite was going to continue to grow and that their use cases for Salesforce would only increase. By keeping an eye on the strategic plans of the overall company, Paolo was able to start building a strong foundation of data and functionality that would serve Graphite today and down the road.",[],{"_key":5042,"_type":64,"children":5043,"markDefs":5056,"style":87},"19542d6e078c",[5044,5048,5053],{"_key":5045,"_type":68,"marks":5046,"text":5047},"e8a5b2d795760",[],"Ready to see how Sweep can change the way you manage Salesforce? ",{"_key":5049,"_type":68,"marks":5050,"text":5052},"40d3063aa2ec",[5051],"5f1cf103ae65","Book a demo with a team member today",{"_key":5054,"_type":68,"marks":5055,"text":248},"3cc9f7b44596",[],[5057],{"_key":5051,"_type":23,"blank":24,"noOpener":24,"noReferrer":24,"url":3800},{"_key":3802,"_type":139,"cols":140,"filterList":5059,"offset":141,"rows":3822,"showControls":60,"showModule":24,"showTotal":60,"title":2543},[5060,5061,5062],{"_key":3805,"_ref":3806,"_type":126},{"_key":3808,"_ref":3809,"_type":126},{"_key":5063,"_ref":5064,"_type":126},"634d9c0f19f5","5ca6867e-439f-4560-aca2-cad8ce48c421","CRM creativity: How Graphite reimagined their Salesforce management","2024-11-26",[5068,5076,5079,5086,5093,5101],{"_key":5069,"_type":64,"children":5070,"markDefs":5075,"style":87},"2c3e3e43938f",[5071],{"_key":5072,"_type":68,"marks":5073,"text":5074},"22617aef3d270",[],"Timing is everything. And the same can be said of leveraging the right Salesforce management tools. When Paolo Cavalli started at Graphite, a growth agency that builds SEO and content strategies for companies like BetterUp, MasterClass and Robinhood, the company’s RevOps department did not exist yet. But as the company grew, Paolo and his colleagues realized they needed to build out an operational foundation. Which included implementing Salesforce.",[],{"_key":5077,"_type":1993,"url":5078},"efe39d677321","https://youtu.be/1DJwHGh5mDQ",{"_key":5080,"_type":64,"children":5081,"markDefs":5085,"style":87},"85982b4a4c3d",[5082],{"_key":5083,"_type":68,"marks":5084,"text":198},"24607754bc3b0",[],[],{"_key":5087,"_type":64,"children":5088,"markDefs":5092,"style":87},"ed7fec9a9792",[5089],{"_key":5090,"_type":68,"marks":5091,"text":198},"e90adec3e61e",[],[],{"_key":5094,"_type":64,"children":5095,"markDefs":5100,"style":87},"17e1b2fe734b",[5096],{"_key":5097,"_type":68,"marks":5098,"text":5099},"993b0072a105",[],"After enlisting the support of a Salesforce consultant, they launched their Salesforce environment, with Paolo moving into a proper Revenue Operations role in order to manage the platform building out the processes, flows, and other elements needed by the company in a growth stage. And even though the experience with the consultant had been a great one, Paolo quickly realized that he no longer needed that level of support. Plus the cost of keeping on a full-time Salesforce partner can quickly take up a large portion of the budget.",[],{"_key":5102,"_type":3497,"img":5103},"3f2738a59aba",{"_type":120,"altText":5104,"dpr":142,"image":5105},"Cost of Salesforce consultants ",{"_type":123,"asset":5106},{"_ref":5107,"_type":126},"image-487f7231239d549301431ab35242a559b51f1ad3-1200x719-png",{"_type":754,"description":5109,"shareImage":5110,"title":5112},"From consultant support to self-sufficient RevOps leader, Paolo Cavalli reveals how Graphite scaled Salesforce the smart way.",{"_type":123,"asset":5111},{"_ref":4837,"_type":126},"CRM Creativity: How Graphite Reimagined Salesforce 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Sweep, I’ve been able to quickly adapt Salesforce to evolving GTM strategies without requiring multiple admins or external consultants.”\n\nEdward Cho, Manager of Revenue Operations, Esper",[],{"_key":5162,"_type":105,"cta":5163,"logoImage":5334,"text":5359},"28cd0a9170fdb99782cfbdd225e01c34",{"_type":107,"buttonSize":20,"buttonStyle":45,"external":5164,"internal":5165,"label":761,"linkType":762,"media":5325,"openModal":5328,"openModal2":5330,"openModal3":5332},{"_type":23,"blank":24,"noOpener":24,"noReferrer":24},{"_createdAt":5166,"_id":5167,"_rev":5168,"_type":116,"_updatedAt":5169,"author":5170,"category":5174,"featuredImage":5175,"modularContent":5180,"postTitle":5187,"publishDate":5188,"richText":5189,"seo":5319,"slug":5323},"2024-04-30T15:24:42Z","39c79766-6499-4ed6-ab72-08fe45e0070b","XlNwq3xbphLrhVKM85cYvB","2026-03-23T11:53:13Z",{"authorImage":5171,"authorJobTitle":3987,"authorName":3983},{"_type":120,"altText":3983,"dpr":142,"image":5172},{"_type":123,"asset":5173},{"_ref":3986,"_type":126},{"_ref":1756,"_type":126},{"_type":120,"altText":5176,"dpr":142,"image":5177},"Cybrary and Sweep logos",{"_type":123,"asset":5178},{"_ref":5179,"_type":126},"image-dbc36aab34133b27bb7018fbd9ec0bd59fad24ff-610x321-jpg",[5181],{"_key":5182,"_type":139,"cols":140,"filterList":5183,"offset":141,"rows":3822,"showControls":60,"showModule":24,"showTotal":60,"title":5186},"17c60a721192f9d26da0e11d5ab9f150",[5184],{"_key":5185,"_ref":5167,"_type":126},"e272dd07c696","Learn More","How Cybrary reduced costs and improved performance","2024-04-30",[5190,5198,5206,5214,5222,5230,5238,5246,5249,5257,5264,5272,5279,5287,5295,5302],{"_key":5191,"_type":64,"children":5192,"markDefs":5197,"style":87},"97756fb36452",[5193],{"_key":5194,"_type":68,"marks":5195,"text":5196},"03d8201b0149",[],"Rouel Agustin, Cybrary’s Director of Revenue Operations, was looking for simplicity and cost savings. He had been using LeanData for several years and their configuration had become bloated with hundreds of assignment and decision nodes. Rouel needed a solution that would increase functionality as they scaled without wrecking the budget.",[],{"_key":5199,"_type":64,"children":5200,"markDefs":5205,"style":87},"8a8736d31a7b",[5201],{"_key":5202,"_type":68,"marks":5203,"text":5204},"9caed0908919",[],"Cybrary is a leading online education platform for cybersecurity education, with over 2 million users worldwide. As the company grew, the team grew. And as the team grew, their costs increased. Their needs were growing increasingly complex, but implementing them took longer and longer.",[],{"_key":5207,"_type":64,"children":5208,"markDefs":5213,"style":87},"30968edc3944",[5209],{"_key":5210,"_type":68,"marks":5211,"text":5212},"6c5ed7d96f95",[],"When Rouel met the Sweep team he had three questions:",[],{"_key":5215,"_type":64,"children":5216,"markDefs":5221,"style":87},"045013d632d8",[5217],{"_key":5218,"_type":68,"marks":5219,"text":5220},"91f04546828b",[],"1. Could Sweep match the functionality he used in LeanData?",[],{"_key":5223,"_type":64,"children":5224,"markDefs":5229,"style":87},"b849cc44a071",[5225],{"_key":5226,"_type":68,"marks":5227,"text":5228},"8a05f76c3251",[],"2. Could Sweep help simplify his routing configuration?",[],{"_key":5231,"_type":64,"children":5232,"markDefs":5237,"style":87},"7401d3ab6238",[5233],{"_key":5234,"_type":68,"marks":5235,"text":5236},"d477914c8757",[],"3. Could Sweep save him money?",[],{"_key":5239,"_type":64,"children":5240,"markDefs":5245,"style":87},"e5dcb3cc80ad",[5241],{"_key":5242,"_type":68,"marks":5243,"text":5244},"28f50616b59c",[],"The answer was “Yes!” on all three fronts.",[],{"_key":5247,"_type":1993,"url":5248},"a61c4a041830","https://youtu.be/XuzlRc8qR2E",{"_key":5250,"_type":64,"children":5251,"markDefs":5256,"style":87},"7fb4d0e019e4",[5252],{"_key":5253,"_type":68,"marks":5254,"text":5255},"e01714261e77",[],"\"Sweep really met all of my needs, and made the process of migrating from LeanData to Sweep lightning quick and painless,\" said Rouel. \"Sweep's UI made it very clear to me what assignments were going where, and which criteria were extraneous or duplicative. 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Their speed to lead improved, leading to better connection rates and outcomes. Prior to Sweep, Cybrary would have a “holding period” before they could consider a new lead ready to be contacted, as their matching queried over 1,000,000 accounts in their database. Only after the match occurred, were they able to route and contact their leads. Their holding period was 19.4 minutes on average. 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This enabled faster resolutions to issues in their org, increased collaboration with stakeholders and other teammates, speedier releases and ultimately, a less\ncomplex org.",[],{"_key":5434,"_type":3497,"img":5435},"8e32d423206d",{"_type":120,"altText":5379,"dpr":142,"image":5436},{"_type":123,"asset":5437},{"_ref":5438,"_type":126},"image-9410b7d9ae4bf39fc0217808a30be1f5ce22676a-2496x1280-png",{"_key":5440,"_type":64,"children":5441,"markDefs":5450,"style":87},"d4bde0cf9c7a",[5442,5446],{"_key":5443,"_type":68,"marks":5444,"text":5445},"9d38329bde760",[161],"More problems solved in less time\n",{"_key":5447,"_type":68,"marks":5448,"text":5449},"d4454a7cd98c0",[],"Typically, when something had gone wrong in his org, Luis would diagnose each of his flows and run records through the debug logs to figure out where a problem might be. This discovery phase alone took significant time, and resolution for tasks often took several days.",[],{"_key":5452,"_type":64,"children":5453,"markDefs":5458,"style":87},"7953e40e52c1",[5454],{"_key":5455,"_type":68,"marks":5456,"text":5457},"be8bf90be89e0",[],"“Sometimes figuring out what was causing unexpected behavior was harder than simply implementing the fix. 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By leveraging Sweep’s UI and documentation features, he was able to empower other users on his team – including junior admins – to build without worrying about dependencies. In doing so, he was able to save money by avoiding the costly addition of Salesforce consultants or other full time senior hires.\n",[],{"_key":5507,"_type":64,"children":5508,"markDefs":5513,"style":87},"2b144321a03d",[5509],{"_key":5510,"_type":68,"marks":5511,"text":5512},"9c1ce84b7e0e0",[],"By utilizing Sweep’s delegate tool, Luis was able to assign tasks to different team members and then review their changes before deploying to Salesforce. He was able to simultaneously increase his own bandwidth while providing additional opportunities for growth to his junior admins by giving them a chance to contribute to the organization without risking disruption to production. 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As soon as spreadsheets would no longer cut it, we bought Salesforce to support our ~20 person sales and customer success group. Like many companies, our first admin was an “accidental” one; Chris Ryan managed the CS team but bravely stepped up since he had some familiarity configuring Salesforce. I’m sure he’d be the first to validate “customizing Salesforce is never done”; not a day went by without a line of people at his desk bringing requests and questions.",[],{"_key":5669,"_type":64,"children":5670,"markDefs":5675,"style":87},"2f0a77efd485",[5671],{"_key":5672,"_type":68,"marks":5673,"text":5674},"70a28a3e929f0",[],"Fast forward 2 years, Chris and I were counterparts running Sales and CS. Wix had hired a RevOps all-star team to support the quickly scaling org. Even with a great RevOps team supporting us, we (read: impatient GTM leaders) still commiserated about lack of speed, understanding, and control in Salesforce.",[],{"_key":5677,"_type":64,"children":5678,"markDefs":5683,"style":87},"8b2d21c3ad61",[5679],{"_key":5680,"_type":68,"marks":5681,"text":5682},"e1f98a7b3ad10",[],"Fast forward another 2 years and we were both on to new adventures at different companies. Catching up over drinks, Chris asked me about sales best practices and top-of-funnel (ToFu) conversion methodology. He had started a new role as VP Customer Success at Sorbet but saw sales struggling with ToFu conversion and wanted to help. We discussed a few potential pitfalls but when he dug into Sorbet’s conversion data, there wasn’t clarity where the drop off was. He later learned this was because the Salesforce configuration sales worked within didn’t match the actual selling motion… at all. But, I just skipped a few steps in the story- allow me to backtrack.",[],{"_key":5685,"_type":64,"children":5686,"markDefs":5691,"style":87},"6adc3aee1d2e",[5687],{"_key":5688,"_type":68,"marks":5689,"text":5690},"fd52cccda9680",[],"Ido Gaver and Eran Kirshenboim led our business unit at Wix and Chris had worked with them for 5+ years before getting to Wix. In 2021 they founded Sweep and got to work building a product that is changing the way companies understand and manage their Salesforce environments. I wasn’t working at the company yet but vaguely understood the pain Sweep solves. When Chris got back in touch after our chat saying he couldn’t understand why the Salesforce data didn’t tell any clear story, I pointed him towards Ido and Eran.",[],{"_key":5693,"_type":64,"children":5694,"markDefs":5699,"style":87},"7776cdf7bc5d",[5695],{"_key":5696,"_type":68,"marks":5697,"text":5698},"36ee3150dbfc0",[],"Sweep is a visual, no-code interface to manage Salesforce. 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After a couple brainstorming sessions with Benjamin, Sweep’s CS lead, Chris had mapped out Sorbet’s B2B2C selling motion and was ready to propose significant changes to his sales counterpart and Sorbet’s leadership.",[],{"_key":5724,"_type":64,"children":5725,"markDefs":5730,"style":87},"04ee231363ba",[5726],{"_key":5727,"_type":68,"marks":5728,"text":5729},"f36299944d980",[],"Because Chris was working in Sweep’s canvas, he had the visual conversation piece to lead a discussion and create alignment about how Sorbet’s Salesforce should be configured.",[],{"_key":5732,"_type":3497,"img":5733},"809c4b8dcc52",{"_type":120,"altText":5734,"dpr":142,"image":5735},"slide",{"_type":123,"asset":5736},{"_ref":5737,"_type":126},"image-e872149d671b61972dfc78540d1d3734488e4782-1462x828-png",{"_key":5739,"_type":5740,"name":5741,"position":5742,"text":5743},"266ade64a886","blockQuote","Chris Ryan","VP Customer Success, Sorbet","\"Not only would I not have understood where leads and deals were slipping through the cracks without a visualization of our old configuration, I wouldn’t have been able to present a solution everyone understood if I was guiding them through Salesforce’s setup pages.\"",{"_key":5745,"_type":64,"children":5746,"markDefs":5751,"style":87},"19a7cb66e0e6",[5747],{"_key":5748,"_type":68,"marks":5749,"text":5750},"b672a49876cf0",[],"Once Sorbet was aligned on the new configuration, bringing it to life in Salesforce only took Chris one click. 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Since then, Chris has used Sweep to, once again, be the accidental Salesforce admin when he's not leading Sorbet’s customers to success. This time, with a lot more effectiveness and infinitely less time invested.",[],{"_key":5769,"_type":5740,"name":5741,"position":5742,"text":5770},"5ef4495ebabf","\"If I had to synthesize the three things that Sweep did for us…first, it saved us money, second, it helped us move a lot faster, and third, it provided more clarity so nothing falls between the cracks.\"",{"_key":5772,"_type":64,"children":5773,"markDefs":5778,"style":87},"ffa3b7bf098e",[5774],{"_key":5775,"_type":68,"marks":5776,"text":5777},"de2a77e614b20",[],"With Sweep’s product and customer success team (experienced RevOps minds) to consult with, Sorbet is well underway crafting their perfect GTM machine. Sweep’s pre-configured reporting dashboards keep everyone up to speed on team performance and automated Slack alerts make sure no revenue opportunity is going unnoticed.",[],{"_key":5780,"_type":64,"children":5781,"markDefs":5786,"style":87},"219d77338f76",[5782],{"_key":5783,"_type":68,"marks":5784,"text":5785},"876a8bd0b3fc0",[],"Chris and the Sorbet team are now trending in the right direction toward revenue and growth targets. They leveraged Sweep to understand where improvements to their sales motions were required and implemented those changes in a few clicks.",[],{"_key":5788,"_type":64,"children":5789,"markDefs":5794,"style":87},"ea1fe425f117",[5790],{"_key":5791,"_type":68,"marks":5792,"text":5793},"1301eeacf8a10",[],"To learn more about how Sweep can help your business. Request a demo today.",[],{"_key":5796,"_type":64,"children":5797,"markDefs":5802,"style":5803},"a8b701a28eb5",[5798],{"_key":5799,"_type":68,"marks":5800,"text":5801},"8300e92ed0180",[],"About Sorbet",[],"h4",{"_key":5805,"_type":64,"children":5806,"markDefs":5811,"style":87},"0c2470d494bb",[5807],{"_key":5808,"_type":68,"marks":5809,"text":5810},"9c9585ce91c00",[],"Sorbet is reconstructing Paid Time Off by reducing PTO liabilities for employers and improving the financial health of its employees.",[],{"_key":5813,"_type":64,"children":5814,"markDefs":5818,"style":87},"760b9b0e05b2",[5815],{"_key":5816,"_type":68,"marks":5817,"text":198},"c588213ab8e2",[],[],{"_key":5820,"_type":3497,"captionLeft":5821,"img":5822},"716e7ceb5f0d","Cheers to Chris and the team at 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