Case Study: ClearGov transforms Salesforce operations in 30 days with Sweep

ClearGov transforms Salesforce in 30 days with Sweep

Cleargov, a company that provides budgeting software for local governments, faced significant operational inefficiencies due to a patchwork Salesforce system. Their two-person RevOps team was burdened with hours of manual work managing territories and lead routing, which was error-prone and hindered their ability to scale. They initially sought a lead routing tool but discovered that the vendor, Sweep, offered a much broader automation platform to address their core challenges.

By implementing the Sweep platform, Cleargov automated its workflows and modernized its Salesforce org. The solution drastically reduced the time spent on territory management from 10 hours a week to under an hour and enabled the team to build and deploy a complex new lead routing system in just two weeks. Sweep provided the tools to bridge gaps between other software, automate Slack alerts for reps, and troubleshoot legacy issues, which empowered the lean team to operate with newfound speed and strategic agility, completing their entire rollout in 30 days.

ClearGov