LeanData vs. Sweep: Understanding the Differences

Understanding Sweep and How It Compares to LeanData

In the category of Salesforce lead assignment tools, Sweep has emerged as a new player.

Founded in 2021, Sweep is an AI-powered visual workspace designed for Salesforce users. While it has gained traction among smaller companies with basic routing needs, its limitations become apparent as organizations scale or require more complex workflows.

In this article, we’ll explore Sweep’s offerings, challenges, and key differences compared to LeanData.

Who is Sweep?

Sweep, a Series A startup, offers tools that enable revenue teams to manage CRM processes in Salesforce. Despite being a newcomer in the Salesforce AppExchange space, Sweep’s products and pricing structure have attracted attention from small-to-midsize companies. However, its youth in the market also means customers encounter limitations that can hinder business growth and operational efficiency.

Sweep’s Core Capabilities:

1. Lead Routing:
   • Sweep enables users to create and manage groups, territories, and assignment rules for any Salesforce object with a suite of routing, matching and dedupe tools.
2. Canvas:
   • A visual workspace for building Salesforce architecture and revenue processes on a single board.
3. Slack Updates:
   • Offers automated Slack alerts and deal room creation with customizable action buttons for interacting with Salesforce records directly within Slack. (Yup, LeanData does this too!)
4. Salesforce Support AI Assistant:
   • An AI-powered chatbot designed to assist Salesforce users.
5. Admin Tools:
   • Features like AI-powered documentation, automated change feeds, simplified rollups, and dependency mapping.

Sweep Pricing & Packaging:

Sweep’s tiered pricing model includes three plans:

• Growth Plan ($1,000/month): For small teams with limited Salesforce needs and standard objects only. Includes two admin licenses and five application users (people who receive routed records).
• Scale Plan ($2,000/month): For medium-sized businesses needing any-object routing. Includes five admin licenses and 10 application users (people who receive routed records).
• Enterprise Plan (Custom Pricing): Tailored for organizations with over 1,000 Salesforce licenses.
  
  
  

Key Challenges with Sweep

While Sweep’s capabilities may suffice for organizations with straightforward needs, several drawbacks have surfaced, particularly for companies aiming to scale or optimize their go-to-market (GTM) processes:

1. Limited Flexibility:

• Customers have noted some limitations of the tool requiring additional Salesforce customization through advanced flows.
• Some customers have mentioned the need for more field management capabilities within the tool.

2. Difficult to Troubleshoot:

• Sweep lacks auditing capabilities that can help users successfully identify and troubleshoot errors.
• Sweep Logs provide a report of the most recent actions and outcomes, but they can only be accessed from within Salesforce, whereas the rest of the platform is built off of Salesforce.
• They do not provide routing insights and audit logs from the Canvas.

3. Early Development:

• As a newer platform, customers have noted that it’s very buggy and they’re still working out the kinks.
• Oftentimes, customers find themselves having to ask for new functionality to be built, indicating an incomplete product roadmap.

4. Steep Learning Curve:

• Users report that mastering Sweep’s functionality takes considerable time.
• A lack of a robust knowledge base further complicates adoption and reduces immediate ROI.

5. Not Salesforce Native:

• Unlike LeanData, which integrates seamlessly as a native Salesforce application, Sweep is built off Salesforce and is installed as a managed package. After a process is created in Sweep, Sweep deploys the process as metadata to Salesforce via the managed package.
  
  
  

Why LeanData Outshines Sweep

LeanData has consistently been recognized as a market leader in revenue orchestration, providing unparalleled sophistication, flexibility, and transparency to GTM teams. Here’s how LeanData stacks up against Sweep:

1. Sophistication and Flexibility:

• LeanData offers advanced capabilities tailored to unique business needs. Its dynamic routing, matching, and prioritization features empower GTM teams to optimize workflows without additional Salesforce customization.
• Sweep, in contrast, is best suited for basic use cases and requires significant manual adjustments for more complex scenarios.

2. Superior Troubleshooting Tools:

• LeanData’s robust audit logs and routing insights allow users to identify and resolve errors efficiently. These tools provide end-to-end visibility, ensuring processes run smoothly.
• Sweep’s lack of comparable features means users struggle to diagnose and fix issues, leading to operational bottlenecks.

3. Reliability and Stability:

• With nearly a decade of proven performance, LeanData offers a mature, bug-free platform trusted by commercial, mid-market, and enterprise-level customers. Hear from LeanData customers in their own words.
• Sweep, being newer, is still ironing out technical challenges, which can disrupt business operations.

4. Ease of Use and Adoption:

• LeanData’s user-friendly interface and comprehensive knowledge base accelerate onboarding and time-to-value. Visit the LeanData Learning Center and become a certified expert.
• Sweep’s steep learning curve and limited documentation result in slower adoption rates and frustration among users.

5. Native Salesforce Integration:

• LeanData’s native Salesforce application ensures seamless integration, enhanced performance, and a consistent user experience. Read the 250+ reviews of LeanData on the Salesforce AppExchange.
• Sweep’s managed package approach introduces complexities that can hinder usability and scalability.

LeanData vs. Sweep: The Right Fit for Your Business

Choosing the right revenue orchestration tool is crucial for driving success across GTM teams. While Sweep’s entry-level pricing and features may appeal to small companies with simple workflows, LeanData’s comprehensive solution is designed for organizations aiming to scale efficiently and optimize complex processes.

When to Consider Sweep:

• If your organization has very basic routing needs.
• If you prioritize cost over scalability and flexibility.

When to Choose LeanData:

• If transparency, reliability, and ease of use are essential to your operations.
• If you’re looking for a platform that scales with your organization and empowers GTM teams to drive meaningful outcomes.
• If your business requires sophisticated workflows and dynamic routing capabilities.

Sweep’s emergence highlights the growing demand for orchestration tools. However, its current limitations underscore the importance of choosing a reliable, feature-rich platform like LeanData for long-term success.

With LeanData, organizations gain the sophistication, transparency, and scalability needed to align sales and marketing efforts, optimize workflows, and achieve their revenue goals.

Don’t want to talk to sales just yet? Play around with LeanData’s interactive tours here.