Salesforce + Swoop
Your Salesforce org holds everything you know about your customers. Swoop connects to it so that knowledge becomes tailored presentations and collateral—built on what you already know, not what you assume.
QUÈ FA DIFERENT SWOOP
What Salesforce is good at
Salesforce is the enterprise CRM where sales teams manage every deal, relationship, and customer interaction at scale. It's the system of record for revenue-generating activity—rich with account history, opportunity context, and customer data that rarely makes it into the presentations that matter most.
On Swoop agafa el fil
Swoop connects to Salesforce and uses your CRM data as the foundation for personalized, relevant communication. Pull in account history, deal stage, and customer context—then let Swoop build the presentation that's right for this customer, at this moment, in this deal.
Generic presentations lose deals. Swoop uses Salesforce data to make sure yours never do.
Connect your account
Link your Salesforce org to Swoop with your enterprise credentials.
Select your content
Choose the account, opportunity, or contact data you want to build from.
Let Swoop shape it
Swoop reads the CRM context and builds a presentation tailored to the specific deal, customer, and moment.
Què pots fer amb això
Every account is different. Swoop uses Salesforce to make sure your presentations reflect that.
Build deal-specific sales presentations
Pull account and opportunity data from Salesforce and let Swoop build a custom presentation for the deal—reflecting the customer's history, challenges, and where you are in the process.
Create executive business reviews grounded in data
EBRs live and die on data. Swoop pulls the account metrics from Salesforce and builds a review deck that demonstrates value with real numbers, not talking points.
Generate competitive proposals from opportunity context
Use Salesforce opportunity data—competitor field, deal stage, key contacts—to let Swoop build a proposal that addresses exactly what's standing between you and a closed deal.
Turn pipeline data into leadership forecasts
Pull your pipeline from Salesforce and let Swoop build the revenue forecast presentation that gives leadership the visibility they need without the manual data wrangling.
Exemples de piles per fer avançar la teva feina
Swoop gets more powerful in combination. Here are ways Salesforce fits into real workflows.
ENTERPRISE SALES
The Account Review Stack
Pull account context from Salesforce, add meeting notes from Fathom, and let Swoop build the enterprise account review deck—so every QBR is grounded in real data.
REVENUE FORECASTING
The Pipeline Presentation Stack
Connect Salesforce pipeline data with Google Sheets models. Swoop builds the forecast deck that gives your revenue team the story behind the numbers.
Integracions que funcionen de la manera que tu treballes
CRM I VENDES
HubSpot
Incorpora informació de màrqueting i CRM directament a Swoop per crear comunicacions que connectin amb la teva audiència.
ESPAI DE TREBALL
Google Sheets
Transforma les dades del full de càlcul en històries visuals que el teu públic recordarà de veritat.
COMUNICACIÓ
Slack
Captura les idees amagades en les converses i dóna'ls-hi una forma que es pugui compartir.
Your ideas are already in Salesforce. Swoop takes them somewhere.
Converteix les dades dels clients i el context dels acords en presentacions i materials personalitzats, basats en allò que ja saps.
Inicia el Swoop