Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
SWIFT™ Pre-Call Planner | Make Every Meeting Count
Lift sales productivity and get more from critical customer meetings
Overview
🚀 Drive higher productivity, confidence and performance, and make every important meeting count. 🚀 Help managers identify skills gaps early and make field travel more productive. 🚀 Support a customer-centric mindset for your salespeople.
See How SWIFT™ Pre-Call Planner | Make Every Meeting Count Works
🚀 Drive intentionality for your sales team. Never waste a big client meeting again. Help your team go into their biggest meetings with clear optimistic goals and a smart game-plan.
🚀 In-app manager feedback. Create a powerful coaching workflow with integrated manager feedback to surface gaps, refine plans and identify skills gaps.
🚀 100% Salesforce native. Simple deployment, backed by Salesforce’s in-built security. Call plans for each account are saved within your CRM, with leadership visibility driving discipline and accountability.
🚀 Embedded help to stretch your team’s thinking. Embedded in-app video help, based on the proven Swagger Sales™ curriculum, challenges your sellers’ thinking and helps them get more from their biggest meetings.
🚀 Uncover additional sales leverage. Products can be commoditized – solutions cannot. The smart SWIFT™ pre-call plan shifts planning from “product pitches” towards client pain points to help advance the sale.
🚀 Modular plug-and-play design SWIFT™’s modular design allows you to plug in just the modules your team needs, including account planning, negotiation preparation and coaching. All supported by the best deployment services and support on the market.
The SWIFT ™ Salesforce App is the ultimate sales productivity engine that will transform your sales team by providing the following benefits: 🚀 Sales Leader Benefits: See which managers are truly building sales capabilities within their teams. Live dashboards show competencies across your organization. Surface capability gaps early. Drill-down visibility to drive accountability and discipline. 🚀 Sales Manager Benefits: Transform your managers from ‘super-reps’ into coaches. Fully CRM-integrated coaching framework. Coach sales reps directly through the app. Automatic check-ins to drive consistent cadence and follow-up. 🚀 Sales Rep Benefits: Brilliantly simple planning tools to accelerate pipeline. Account, pre-call and negotiation planning. Embedded training videos and help to guide decision-making. Mobile and voice support to plan on the go. 🚀 Fast and Simple Deployment: Optimize your existing Salesforce investment. Fully native app for simple, rapid deployment to even the largest teams. Comprehensive integration and support services available.
Categories
- Business Needs
- Sales IntelligenceSales MethodologiesSales Productivity
- Industries
- Horizontal ProductHealthcare & Life SciencesHigh Tech
- Personas
- ExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageSalesforce Mobile