About Swoop

Swoop is an AI-powered omnichannel healthcare marketing company that helps leading pharmaceutical and life-sciences brands connect with patients and healthcare providers through precise, privacy-safe engagement. Their proprietary data models and machine-learning technology enable personalized, compliant outreach that drives measurable results.

When it came to internal operations, Swoop held itself to the same standard of precision and efficiency — yet their sales organization struggled with Salesforce adoption. The data was fragmented across spreadsheets, slowing down forecasting and visibility.

The challenge: Great CRM, low adoption

Like many fast-growing organizations, Swoop’s sales and revenue teams were deeply reliant on Google Sheets. It was fast, flexible, and familiar — but disconnected from Salesforce.

While Salesforce was meant to be the company’s system of record, it wasn’t the system of use.

Common challenges surfaced quickly:

Swoop needed a way to make Salesforce feel as effortless as Sheets — without sacrificing data integrity or requiring heavy IT intervention.

The solution: Bringing the spreadsheet experience Inside Salesforce

Swoop adopted Valorx Wave, a no-code platform that combines the speed of spreadsheets with the power of Salesforce. Wave allowed users to work in familiar, grid-based views while every change synchronized instantly to Salesforce — eliminating the gap between user behavior and CRM governance.

Without needing IT resources or long implementation cycles, Swoop’s sales ops team rolled out Wave to core users in a matter of weeks.

Reps could now:

The impact: True adoption, trusted data

The change was immediate and cultural. Teams that once resisted Salesforce began logging in daily — not because they were told to, but because it worked the way they liked.

Adoption and efficiency

• Salesforce usage among sellers increased dramatically once Wave grids replaced static list views.
• Reps performed mass edits and updates 5–10x faster than before.
• Sales Ops could run pipeline and forecasting reviews directly in Salesforce, without exporting data.

Data accuracy and trust

• Pipeline data completeness reached near-real-time accuracy.
• Leadership gained instant visibility into pipeline health and forecast performance.
• Manual data consolidation across Sheets was fully eliminated.

Business impact

• Reports and dashboards became reliable decision-making tools.
• Forecast reviews that took hours were completed in minutes.
• Salesforce became a single source of truth across Sales, RevOps, and Leadership.

Valorx made Salesforce usable for our team. Our reps still work the way they like — but now everything flows into Salesforce automatically. It’s been the fastest adoption we’ve ever seen

Sales Operations Lead, Swoop

Why it matters

Swoop’s experience shows that user adoption isn’t about more training — it’s about removing friction. By meeting users where they are and respecting their preferred workflows, Valorx Wave turned Salesforce into a natural extension of how the team already worked.

What was once a system of record, became a system of action — live, accurate, and trusted across every level of the organization.

The takeaway

With Valorx Wave, every rep can work faster, every record stays current, and every forecast is built on truth.