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Swit Announces Integration With Salesforce

Source: Josh Lee, Swit. Accessed January 16, 2020

Swit, a chat, task, and team management suite, has announced a new integration with Salesforce: Salesforce CRM Integration powered by Swit. The news follows Swit’s continued growth in the team collaboration space, having also recently released their new Advanced Tier.

The primary selling point of this integration is to better connect front and back office using a seamless one-stop hub. Sales reps and IT engineers would no longer need to navigate between multiple communication and collaboration apps for connecting with each other.

Key takeaways from Swit’s v.1.0 integration with Salesforce include:

  • Connection of up to 10 SFDC instances to one Swit workspace.
  • Personalized configuration of which and how many SFDC objects and fields can link to a Swit task card.
  • Real-time notifications on updates from SFDC received in Swit, not by email.
  • SFDC updates autoreflected in real-time on Salesforce and Swit.

Source: SoftwareReviews Salesforce Sales Cloud Scorecard, Accessed December 23, 2019

Our Take

Swit has seen tremendous growth in 2019. Announcing their integration with arguably the biggest customer relationship management (CRM) vendor in the market – Salesforce – is a sign that Swit’s collaboration solutions are being taken seriously.

Indeed, on the face of it this integration will make the lives of sales reps and IT engineers that much easier. As Swit CEO Josh Lee puts it, “The development of enterprise tools have long been focused on meeting the needs of one specific division – either front office or back office, never both.” That Swit broadly bridges this gap with their suite will stop employees from needing to keep switching between a range of specialized best-of-breed apps. Sometimes the convenience of a one-stop hub outweighs the benefits of best-of-breed apps.

However, before members fly headlong into this integration, they should examine their employees’ workflow and specific needs. Suites, because of their broadness, may not be a best fit for your employees. It may be that all your employees need is a collaboration strategy to properly demarcate and communicate which best-of-breed apps should be used when and by who.

Source: SoftwareReviews Swit Scorecard, Accessed December 23, 2019

Source: Josh Lee, Swit. Accessed January 16, 2020

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