Case Study: Sorbet improves Salesforce clarity and conversion with Sweep

Sorbet - Customer Case Study

Sorbet, a company that restructures paid time off for employers and employees, was struggling with a Salesforce configuration that did not match its actual sales process. This mismatch prevented the team from identifying where leads were dropping off in their funnel. Chris Ryan, VP of Customer Success, sought a solution and turned to the vendor, Sweep, to gain clarity.

Sweep provided a visual, no-code interface that mapped out Sorbet's entire Salesforce configuration. This allowed Chris to diagnose the problem, design a new configuration aligned with their sales playbook, and deploy the changes with a single click. Using Sweep, Sorbet achieved greater clarity and speed, now deploying changes over once a week on average, which has put them on the right trajectory toward their revenue and growth targets.

Sorbet

Chris Ryan

VP Customer Success