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Swyft AI

Swyft AI improves data hygiene and keeps revenue teams selling by automatically generating, updating, and automating all of your CRM details and GTM processes directly from customer calls with AI.

Swyft Demo

In this video, you’ll see Swift, a smart AI sales tool, at work. Swift pulls your recorded meeting from Gong or Zoom and analyzes it. You’ll watch it send Slack alerts about deal risks, missing Salesforce fields, and meeting summaries. Swift also gives feedback on your sales method, drafts follow-up emails, and lists action items. It can update Salesforce records automatically or let you review changes first. Swift saves time and keeps your CRM up to date.

Overview of how Swift automatically analyzes meetings via integrations like Gong or Zoom, and an introduction to the workflows we’ll explore.

Introduction and Demo Setup

How Swift sends Slack alerts for deal risks, objections or churn reasons mentioned in a call, and reminders when important Salesforce fields (like Forecast Notes) are left blank.

Configurable Slack Alerts & Field Reminders

Automatically sending meeting summaries to any Slack channel, generating feedback based on the MEDDIC sales framework, and creating email drafts and action items for follow-up.

Meeting Summaries, Feedback & Action Items

Using Swift to automatically create or update Salesforce records without manual work, and to spin up dedicated Slack deal rooms for large opportunities above $50,000.

Salesforce Automations & Deal Room Channels

A live look at the Slack notifications Swift sends: forecast notes reminders, feedback messages, email follow-up drafts, and action items shortly after a meeting ends.

Reviewing Slack Notifications in Action

Seeing deal-risk alerts in Slack when prospects mention budget changes, including direct quotes, and linking back to the recorded call or opportunity in Gong, Zoom, or Salesforce.

Deal Alerts, Direct Quotes & Integration Links

Demonstration of the optional approval workflow where a user reviews, edits, and approves AI-generated Salesforce updates before they’re pushed to the CRM.

Manual CRM Approval Process

How workflows can run without any human intervention—automatically creating opportunities, accounts, tasks, and more—and a quick wrap-up of next steps.

Fully Automated CRM Updates & Wrap-Up

Orchestrate and automate any revenue process with AI

Swyft

 RevOps, Sales Ops, BizOps, Sales Leadership

Swyft AI is a company that helps businesses turn their conversations with customers—like phone calls, meetings, and emails—into useful information. This information can then be used to update records, send alerts, and make work easier. ([swyftai.com](https://swyftai.com/?utm_source=openai))

company_summary

Swyft AI offers different pricing plans to fit various needs. For specific pricing details, it's best to contact Swyft AI directly through their website. ([swyftai.com](https://swyftai.com/?utm_source=openai))

price_estimate

For detailed legal information, please refer to Swyft AI's Privacy Policy and Terms of Service on their website. ([swyftai.com](https://swyftai.com/?utm_source=openai))

legal_info

Swyft AI stands out by transforming unstructured customer interaction data into actionable insights, automating workflows, and integrating seamlessly with existing tech stacks. This approach reduces manual work and enhances data accuracy. ([swyftai.com](https://swyftai.com/?utm_source=openai))

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Swyft AI is designed for businesses of various sizes, from small companies to large enterprises. It's especially useful for:

- **Company Size**: Small to large businesses.
- **Job Titles**: Revenue Operations Teams, Sales Teams, Customer Success Teams, Product Teams.
- **Industries**: Technology, Finance, Healthcare, Retail, Manufacturing.

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Companies use Swyft AI for:

- **Sales Data Management**: Keeping customer records up-to-date automatically. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **Customer Success Monitoring**: Tracking customer feedback to address issues early. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **Product Feedback Collection**: Gathering insights from customer interactions to improve products. ([swyftai.com](https://swyftai.com/?utm_source=openai))

use_cases

Notable customers include:

- **Timescale**: Reduced administrative work for their sales team, allowing more focus on deals. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **Graphite**: Eliminated manual work for their Revenue Operations team, enabling more strategic tasks. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **WorkTango**: Improved understanding of competitive data and enhanced customer retention strategies. ([swyftai.com](https://swyftai.com/?utm_source=openai))

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- **Automated Data Capture**: Automatically collects information from customer interactions like calls and emails. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **CRM Integration**: Updates customer records in systems like Salesforce without manual input. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **Workflow Automation**: Creates tasks and sends alerts based on specific triggers and conditions. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **Meeting Insights**: Provides summaries and key points from meetings to keep teams informed. ([swyftai.com](https://swyftai.com/?utm_source=openai))
- **Customizable Triggers and Actions**: Allows businesses to set specific criteria for automated actions. ([swyftai.com](https://swyftai.com/?utm_source=openai))