Salesforce Solutions

Get Started on the Right Foot

Use Swantide to implement your Salesforce and onboard your team

Tailor your CRM to fit your business
Configure with software, so it’s faster, cheaper, and higher quality
Get ongoing support that lasts beyond initial implementation

See Use Case

Add to an Existing Salesforce

Swantide is your expert copilot focused on getting the most out of your investment in Salesforce

Leverage Swantide’s workflow templates to build new Flows, Dashboards, Validation Rules, Apex, Custom Objects, and much more
Document and manage updates to your existing Salesforce processes

See Use Case

SOLUTION AREAS

Salesforce Implementation that gives you everything you need

Lead Routing & Scoring

Lead to Account Matching, Lead Routing, and Lead Scoring - all natively in Salesforce

Pipeline & Deal Workflows

Close more deals and automate manual tasks with sales automations and guardrails. Reflect your sales process in Salesforce, from initial quote to post-sales process.

Sales Metrics, Reporting, Hygiene

View sales metrics, such as conversion rates and sales cycle duration, with confidence that the data is correct

Marketing Attribution

Integrate your marketing automation platform to understand how your marketing efforts influence pipeline

Product-Led Growth Workflows

Bring product usage data and new sign-ups directly into Salesforce to give full visibility to your sales team

Slack Workflows

Never miss a beat. Get notified instantly when a deal changes stage or a new lead comes in.

Data Upload

Easily cleanse data from your files to reduce errors when uploading to Salesforce. Proactively catch and merge duplicate records and records owned by inactive users

Salesforce Solutions

Get Swantide updates, tips and insights delivered straight to your inbox