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.
ČÍM SE SWOOP LIŠÍ
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.
Kde Swoop navazuje
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.
Co s tím můžete dělat
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.
Ukázkové sady nástrojů pro posun vaší práce vpřed
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.
Integrace, které fungují tak, jak vy pracujete
CRM & PRODEJ
HubSpot
Přeneste marketingové poznatky a data z CRM přímo do Swoopu a vytvářejte komunikaci, která osloví vaše publikum.
PRACOVNÍ PROSTOR
Google Sheets
Přeměňte data z tabulek ve vizuální příběhy, které vaše publikum skutečně nezapomene.
KOMUNIKACE
Slack
Zachyťte nápady skryté v konverzacích a přetvořte je do podoby, kterou lze sdílet.
Your ideas are already in Salesforce. Swoop takes them somewhere.
Přeměňte zákaznická data a kontext obchodních případů v prezentace a materiály na míru – vycházející z toho, co již víte.
Začít se Swoopem