Swantide provides an alternative approach to configuring and managing your Salesforce. With Swantide, you and your team will spend less time and energy on the technical configuration of your Salesforce, freeing you up to focus on higher-leverage tasks. The key elements of the Swantide platform are defined below:
Swantide Features
Workflows for Salesforce Users
We've built a repository of 80+ workflows, which provide your Salesforce users with the automations, reports, and configurations that your team needs to get the most out of Salesforce. Our internal tooling allows us to deploy these workflows within 24-48 hours of receiving a request, a far shorter lead time than working with consultants or internal employees building from scratch. You can access these workflows both during and after onboarding through the Swantide App.
These workflows and configurations are embedded with sales ops best practices and have been designed to help our customers scale their sales teams. Your subscription includes access to those workflows (except where indicated otherwise for Product Data and Marketing), as well as access to any new workflow we release. We ship new workflows approximately every 2 weeks.
Admin Toolkit in the Swantide App
In addition to our repository of workflows that appear in your Salesforce instance, Swantide has several features that improve manual and time-consuming administrative tasks. These tools can be accessed in the Swantide app, and include:
Duplicate detection algorithm with a simple UI to merge and select master records
View records owned by inactive users (i.e. sales reps who left your company) and reassign them to active users
Data transfer tool to assist with data cleansing for uploads as part of a legacy migration or mass upload
Visibility into the automations and reports enabled in your Salesforce instance in the 'My Salesforce Workflows' section
Integration guides for common
Configure your price book and add users with the correct Salesforce permissions
Adjusting pricebooks
Adding fields to objects and custom objects
Creating Workflows, dashboards, and more.
Guidance for Salesforce & Sales Ops Best Practices
Each Swantide customer has a Customer Success Manager dedicated to helping you get the most out of our platform. We schedule monthly check-ins with all customers and are responsive to all questions via Intercom, which is also accessible through the Swantide App. We've also launched a Help Center with 60+ articles and videos covering sales ops best practices, Salesforce troubleshooting and FAQs, and in-depth explanations of the Swantide workflows.
Support for Custom Requests
We handle custom workflow requests like product feature requests and work as quickly as we can to provide these to our customers. As a Seed-Stage company, we're dedicated to giving our early customers a great experience working with Swantide. These custom workflow requests can be submitted through our Slackbot - you can view the status of these requests in the Swantide App. Completed Slackbot requests are also visible in the My Salesforce Workflows section of the Swantide App.