The internal team at CodaMetrix did not have the experience to thoughtfully build out the Salesforce infrastructure in order to transform it into a robust CRM on their own. The team needed guidance over where to start, what to build, and how to execute in a way that would work for them down the line. "We were slow to get anything accomplished because we didn't have internal thought leadership around the Salesforce structure and determining the best ways to build it effectively and efficiently," says Kate Boerma, Director of Account Management.

But by taking advantage of Sweep's AI-powered visual workspace, Kate was able to save time while customizing their configuration with confidence. "It would take me two hours to do something really basic in Salesforce," Kate explains. But with Sweep, I get those two hours back."