SWIFT™ Pre-Call Planner
Make Every Meeting Count
By SWIFT SALES APPLICATIONS INC.
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- Pricing
- Paid
- From $25 per user per month
- Listed since
- 2023
About SWIFT™ Pre-Call Planner
Lift sales productivity and get more from critical customer meetings
The SWIFT ™ Salesforce App is the ultimate sales productivity engine that will transform your sales team by providing the following benefits:
🚀 Sales Leader Benefits: See which managers are truly building sales capabilities within their teams. Live dashboards show competencies across your organization. Surface capability gaps early. Drill-down visibility to drive accountability and discipline.
🚀 Sales Manager Benefits: Transform your managers from ‘super-reps’ into coaches. Fully CRM-integrated coaching framework. Coach sales reps directly through the app. Automatic check-ins to drive consistent cadence and follow-up.
🚀 Sales Rep Benefits: Brilliantly simple planning tools to accelerate pipeline. Account, pre-call and negotiation planning. Embedded training videos and help to guide decision-making. Mobile and voice support to plan on the go.
🚀 Fast and Simple Deployment: Optimize your existing Salesforce investment. Fully native app for simple, rapid deployment to even the largest teams. Comprehensive integration and support services available.
Highlights
- 🚀 Drive intentionality for your sales team. Never waste a big client meeting again. Help your team go into their biggest meetings with clear optimistic goals and a smart game-plan.
- 🚀 In-app manager feedback. Create a powerful coaching workflow with integrated manager feedback to surface gaps, refine plans and identify skills gaps.
- 🚀 100% Salesforce native. Simple deployment, backed by Salesforce’s in-built security. Call plans for each account are saved within your CRM, with leadership visibility driving discipline and accountability.
- 🚀 Embedded help to stretch your team’s thinking. Embedded in-app video help, based on the proven Swagger Sales™ curriculum, challenges your sellers’ thinking and helps them get more from their biggest meetings.
- 🚀 Uncover additional sales leverage. Products can be commoditized – solutions cannot. The smart SWIFT™ pre-call plan shifts planning from “product pitches” towards client pain points to help advance the sale.
- 🚀 Modular plug-and-play design SWIFT™’s modular design allows you to plug in just the modules your team needs, including account planning, negotiation preparation and coaching. All supported by the best deployment services and support on the market.
Screenshots

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Pricing
Paid, from $25 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Pre-Call Planner | $25 per user | Monthly |
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on September 25, 2023
- Industries
- Horizontal Product
- Healthcare & Life Sciences
- High Tech
- Languages
- English