Case Study: Cognitiv achieves Salesforce operational efficiency with Sweep

A Sweep Case Study

Preview of the Cognitiv Case Study

Cognitiv boosts Salesforce efficiency with Sweep, cutting duplicate accounts by 16%

Cognitiv, an AI marketing company, faced a challenge with Salesforce operational efficiency and data integrity. Their Senior Manager of Sales and Marketing Operations, Aaquil Rowe, needed to manage multiple complex projects, clean duplicate account data, and streamline sales processes without adding new staff. To address this, the company implemented Sweep's advanced deduplication solution and automation tools.

By leveraging Sweep, Cognitiv efficiently consolidated redundant records, finding that 16% of their accounts were duplicates. The solution also automated workflows, increasing Salesforce opportunity updates via Slack by over 20% and reducing the average days between key sales stages by 5%. Sweep enabled a 95% adoption rate among sales reps and allowed Aaquil to complete week-long projects in half a day, maximizing operational efficiency without additional headcount.


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