Swantide Blog

Strategic partnership brings real-time automation and always-on managed services to the underserved SMB Salesforce market

How Swantide AI is powering the next generation of Salesforce implementations

Swantide is excited to announce the launch of Workflow Builder and Private Workflow Libraries

Hubbl Technologies and Swantide are excited to announce a strategic partnership that unites Hubbl's AI-driven trusted insights with Swantide's AI-powered Salesforce Administrator experience.

This post discusses how Swantide can boost your team's collaboration and efficiency through new and improved Workflows.

Swantide has introduced new workflows include timestamping Picklist field entry and exit points, creating automated notes, and associating multiple contacts with various onboarding cycles among others.

Introducing Automated Documentation in Swantide, Powered by AI

Seven new workflows to help manage your Leads, Opportunities, and Onboarding Cycle.

Three new workflows to help make running and managing your Salesforce more streamline. Go check them out.

Use sandbox in Swantide for development, testing, and training without compromising the data and applications of your production org.

More workflows that make managing your Salesforce a piece of cake.

Swantide’s AI Assistant for next generation CRM setup and management

We're thrilled to announce the launch of our new AI RevOps Assistant, Corduroy!

Day 5 of Release Week, and we are bringing you two more powerful Workflow Templates. Check them out here!

On day 4 of Release Week, we are bringing you some powerful Workflow Templates around leveraging product data and time-stamping. Check them out!

Day 3 of Swantide Release Week is all about leveraging automation to stay on top of deals. Check out these Workflow Template releases to stop funnel leaks!

Here's what's new in the Swantide app. Check out these notification Workflow Templates.

We are dropping some new Workflow Templates to make Salesforce configuration smooth and scaleable. Here's what's new!

All the core definitions of Salesforce Objects in one place. We break down best practices and when/where to use which objects.

A quick step-by-step to help you stand up your HubSpot CRM in less than a week.

What's the fastest, cheapest, and easiest way to set up Salesforce? Swantide. Salesforce configuration, implementation, and management - now automated.

Every B2B SaaS company needs a Standard Price Book. Here's how you set it up in Salesforce.

This blog walks you through how to add Products from your Standard Price Book to Opportunities in Salesforce to automatically inform revenue metrics.

You can't manage what you don't measure. We broke down how to find important SaaS Sales & RevOps metrics in Salesforce.

Whether you just raised your Seed round or are scaling your startup, a CRM is a mission-critical part of your tech stack. Here are the top benefits of implementing a CRM sooner rather than later.

So many tools. So little time. Here is a quick read to help you navigate and avoid common pitfalls when building out your tech stack.

If you're a startup considering or already have SFDC as your CRM, here are some tips and best practices to keep your Salesforce working FOR you.

What does doing more with less really mean? We are breaking down the "lean startup tech stack" for 2023. Some of the tools might surprise you!

AI is all the rage right now and for a good reason. But what are some ways that automation can be applied to a RevOps function? We are breaking down 3 of them in this blog.

Whether you're a Seed stage start-up or on the verge of IPO your metrics matter. If you're bootstrapped or VC-backed, here are four metrics EVERY SaaS company should be measuring.

How do you know what Salesforce reports and dashboards will bring you value right out of the gate? These are the top 3 we recommend every sales team should set up in order to be successful.

Whether your sales team is 1 or 100 reps you've got to at least be thinking about RevOps. But when do you bring on RevOps, and what's the goal of that function? We break down all of that and more in this blog.

Efficiency is the name of the game for modern GTM teams. In this blog we break down 6 ways optimizing your existing CRM (or implementing one for the first time) can increase efficiency and accelerate revenue in your organization.

Learn the 5 mistakes to avoid when managing up your CRM

Learn more about how using a CRM can drive revenue for startups

Learn the guardrails you need to put in place to make your Salesforce data reliable.

Instructions and use cases for setting up notifications in Salesforce.

Struggling to track your renewals process in Salesforce? Check out Swantide's guide for building a renewals workflow in Salesforce

We’re thrilled to announce that Swantide’s platform is officially Generally Available today!

Effective setup and management of a CRM like Salesforce is essential for startups to build a strategic sales foundation. Swantide makes this easy for revenue professionals.

Setting up and managing your CRM is one of the most important but often overlooked aspects of scaling a startup. Swantide can help you get set up right.