Use cases
Sweet can be used for many purposes. Here are the areas where we have the most experience. We especially like helping companies automate processes such as onboarding, sales and customer service.
KYC
A solid and efficient KYC workflow matters. Our customizable online forms make it easier to collect KYC data. Preferably, they work together with information providers that fill in public information automatically. Less manual input saves time and reduces the risk of errors. Our rules engine and automation tool interpret the answers to support regulatory compliance. The result is a more accurate KYC process with lower risk, built with Sweet Digital Forms.
Read more in our guides: What is KYC?, What is a beneficial owner? and What is AMLR?
Faster onboarding
Reduce the time to complete KYC’s and enable automation for smooth customer onboarding
Security top of mind
Ensure data integrity by requiring authentication and usage of e-signing to finish a form
Customizable with DIY
Regulations and laws tend to change. With DIY you can change the digital forms yourself
Data accuracy
Get and verify beneficial ownership and politically exposed persons (PEP) etc. using information providers
Seamless integrations for data accuracy and security
You want your data to be correct, accurate and secure. We work with information providers for validating and collecting information, and with Scrive or Signicat for secure authentication and e-signing. We also help you connect your KYC process to your existing systems or Sweet CRM, so customers are created or updated. Our automation engine keeps data updated regularly. When all the pieces come together, you reach the sweet spot.
Nordnet automated its customer journey from KYC and beyond
By combining digital data collection with forms and our rule engine, Nordnet was able to automate previously manual tasks and processes, providing instant feedback to customers, resulting in an over 50% improved conversion rate compared to before.
AML
Many organizations must follow strict rules to prevent money laundering and terrorist financing. This requires a coordinated and structured AML (Anti-Money Laundering) process. Sweet becomes the main interface where employees ask the right questions in a standardized and automated way. It also handles deviations, alerts, investigations and cases. You get control of the whole chain, from continuous monitoring of changes to automated KYC and investigation of irregularities.
Read more about AMLR, the EU’s new Anti-Money Laundering Regulation, and how to identify beneficial owners.
Read more: the key to effective anti-money laundering efforts, DORA: 5 important aspects of IT, how we ensure DORA compliance and preparing for NIS2.
Proactive monitoring
Receive alerts when changes require action, such as altered ownership structures or matches in PEP or sanctions lists.
Structured case management
Ensure a consistent process for documenting and investigating deviations with Sweet CRM as the central hub.
Quick information collection
Use digital forms to collect additional information or request electronic signatures when needed.
Automation and integrations
With Sweet Automation, rules, escalations and global data sources like Dun and Bradstreet are managed seamlessly, fully tailored to your process and integrated with your systems.
Automation for rules and limits
With Sweet Automation, changes can be monitored continuously, for example if a board member appears on a sanctions list. Alerts are triggered automatically, cases are created and you get a complete basis for decisions directly in Sweet.
Sweet Forms collect additional information quickly, for example through KYC forms or signing of new agreements, linked directly to case management. The automation also connects to external information sources such as Dun and Bradstreet, so your data stays accurate and up to date.
Take control of your AML work, from the first indication to the completed investigation, with full traceability.
Smarter AML processes and deeper customer insight with Sweet?
By combining Sweet Forms with Sweet Automation, LF Finans delivers AML forms and collects customer data in a seamless and automated way.
Onboarding
Your one chance to make a first impression
Onboarding is a critical moment. It creates a lasting impression and lays the foundation for the customer relationship. Even small obstacles at this stage can stop progress. That is why a simple customer journey matters. With our Digital Forms and Automation, becoming a customer is seamless. This works both for detailed applications with specific criteria and for quick sign-ups where customers expect to spend very little time.
Use available information
Utilize existing information, saving customers time by eliminating the need to provide known data
Streamline onboarding
Automate and optimize the customer journey, ensuring timely activities and effective communication
Iterate as you learn
Adjust and enhance your onboarding process based on new insights about your customers
Accelerate time to market
Digitize your applications and leverage automated rules for streamlined decision-making
Streamline customer onboarding for higher conversions
Make customer onboarding simple with Digital Forms and Automation. Collect the data you need and set rules for the next steps. Fewer barriers mean higher conversion rates and stronger customer relationships. The solution helps customers give the right information, validates data so fewer forms need completing later, and offers digital signing so applications are finished quickly.
Nordnet automated their customer journey
By combining digital data collection and our rules engine, Nordnet could automate previously manual tasks and processes and give direct response to customers – leading to over 50 % better conversion rate than before.
Customer service
Do happy customers never contact support? Not always. Support interactions can strengthen relationships and increase satisfaction. A smooth support experience matters, and each interaction is also a chance to learn. When you fix issues proactively and improve your products or services, customers become more satisfied. Sweet offers accessible data and easy follow-up tools, so support interactions also feed into what your business learns.
Respond faster
Ensure fast response using autoreplies, automatic assignment and notifications
Share real-time updates
Invite your customers to a portal where they can register and follow their case in real-time
Never forget a case
Our service solution gives you a comprehensive overview and indications of overdue cases
Collaborate effortlessly
Sweet is built for collaboration among and between teams, experience the smoothness
Transform customer experience with Sweet CRM for Service
With Sweet CRM for Service, you can work together with colleagues and customers and share insights and updates in real time. That gives a consistent customer experience at every touchpoint. Quick access to the full customer history helps you give personal support and solve issues fast and accurately. Automation in the service process gives consistency, quick responses and efficiency.
Scanjet delivers exceptional service worldwide
Shorter processing times for case management – The average time has been reduced from one week to half a day thanks to smoot collaboration and less administration and cost since introducing Sweet.
Field service
Streamline field work with Sweet’s field service solution
Field work needs mobility and ease of use. Sweet’s web-based platform works on all your devices, so you can reach the information you need on site or on the go. Features include planning, time reporting, assignment management and a process bar that shows the status of your work. We also offer digital quality checklists, where you can sign off important documents.
Seamless mobility
Access and manage your work from any device, ensuring flexibility and productivity
Planning and assignment
Easily assign service appointments and work orders, and share essential details
Progress tracking
Utilize the status bar to track the progress of your work and ensure transparency and accountability
Work order management
Register articles from your price book to maintain accurate records and streamline your processes.
Centralize information and enhance collaboration
For planning and administration, you can easily assign service appointments and work orders and share details and documents with the right people. You can also register articles from your price book to keep accurate records of work orders. With everything in one place, it is easy to work more efficiently.
Hufvudstaden enhances customer satisfaction with Sweet
By streamlining their processes, Hufvudstaden efficiently assigns the right technicians to resolve issues, resulting in shorter response times and improved service quality. With Sweet, Hufvudstaden delivers a seamless customer experience, from easy case registration to transparent communication.
Lead management
Mastering the art of lead management
Capturing leads takes skill. You need the right balance between asking for too much and too little information, and you need to understand each lead’s potential. Once you have found that balance, we provide solutions to collect and manage your leads efficiently. Our CRM and lead management solutions streamline how you capture and manage leads.
Capture all sources
By integrating your lead sources to your CRM, you’ll be able to manage them effectively
Streamlined nurturing
Create a rule-based process so you can ensure timely and personalized engagement with your prospects
Improve conversion rate
By tracking and managing leads throughout the sales process, you can optimize your conversion rates
Better sales forecasting
By tracking leads, trends and analyzing data, you can make informed decisions and set realistic targets
Effortless lead management and nurturing with Sweet
With Sweet, it is easy to connect and gather your lead sources. Our CRM helps you nurture leads and plan next steps in a structured and automated way. With our integration and automation engine, you can add new lead sources as your business grows and automate everything from communication to activities.
Sales
Streamline your sales from start
Manage your sales process in Sweet CRM and get a 360° view of your customers. Prospecting, lead management, activities and sales management are handled in one place. When you win a deal, Sweet CRM turns it into a project, so you can track time and cost. And the solution is available when you are on the go.
Boost your sales
Identify and seize opportunities by leveraging data and insights from your solutions
Flexible integrations
Leverage Sweet’s REST API to build integrations that complement your existing systems or processes
Enhanced efficiency
Automate communication or manual tasks and streamline your process to increase productivity
Customer portal
Trust in a reliable solution that protects your data by seamless communication across platforms
Step up your sales
Sweet for Sales gives you control of your sales and gathers everything in one place. Our CRM, together with our automation and integration engine, helps you scale your business. To fully digitize sales, we also provide digital forms for agreements, offers, KYC (Know Your Customer) and other forms needed to turn prospects into customers. Our performance dashboard turns your data into insights for sales management and follow-up.
High performance for Ahlsell’s sales organization
“With the new system from Sweet Systems, it’s easier to share information about our customers in a coordinated and professional manner. I have worked with many CRM systems, and Sweet CRM is on a completely different level.”
– Agathe Børhaug, Region Manager, Ahlsell Norway
Aftermarket sales
Extend the lifecycle value of your customers
A structured aftermarket sales plan helps you keep customers longer and build long-term relationships. Planned or reactive support, maintenance, additional products and extended warranties grow revenue and strengthen your offer. We help you keep track of offers and activities and set rules for planned interactions, for example when agreements are about to expire.
Capture the opportunity
By keeping track of the customer journey, you know when the window for new sales opens
Continue build relations
After sales are just as much relational building and service as actual sales
Competitive advantage
A strong after-market sales strategy can differentiate a business from its competitors
Customer satisfaction
By providing excellent after-sales support, you can enhance customer satisfaction
Let us guide you to the next step
Our CRM, together with our automation and rules engine, helps you deliver a great customer experience while increasing efficiency and revenue. Having a plan is key, but delivering on it is what makes the difference. You get tools to keep track of important dates and business opportunities and to handle support in the same place. A 360° view of the customer guides your business, as automatically and rule-based as possible.
Scanjet delivers great after sales world wide
Scanjet commit to deliver spare parts and service within 24 hours world wide to their customers. By managing service, resource planning and aftermarket in Sweet CRM they have increased efficiency dramatically.
Marketing
Build strong relations
Marketing is not only about brand awareness. It is about building relationships with potential and existing customers, from converting them to onboarding them and growing the engagement. Successful marketing combines a good plan with good execution. We put the expected digital interactions into a rules and automation engine that helps you do this.
Build your rules
By giving you the tool, you can create new or fine tune existing rules for points of interaction
Segmentation made easy
Find your target group using selections stretching from easy or complex
Get customer insights
Get an overview of your customer and marketing interactions by keeping it all in your CRM
Customize your journey
Define, create and evolve the customer journey in our marketing automation engine
Unleash Your Marketing Magic with Sweet for Marketing
Sweet for Marketing combines automation, CRM structure and integration with e-marketing solutions such as Spotler and Symplify. Your marketing team can create campaigns easily, and time-to-market is short and flexible. With Sweet’s DIY approach, you can start small and grow as you learn.
Learn more about Sweet’s and Spotler Webpower’s offer on marketing automation.
Ziklo Bank gained 30% increase in upselling
Ziklo Bank wanted to activate more customers quickly with their automation initiative, as well as reduce time-to-market and reduce dependence on their own IT department. They did that, and more!
IoT
Drive Efficiency and Productivity with Internet of Things
Combine IoT-driven case and sales management with a flexible rules engine. Real-time data lets you work proactively, with systems, devices and people communicating with each other. The result is a better customer experience.
Seamless communication
Establish smooth communication channels between various systems or components
Real-Time insights
Easily track performance metrics or monitor equipment health and act instantly
Make it rule
When certain conditions are met or events occur, set rules for automated actions
One step ahead
Get signals and make rules to act proactively on potential issues or opportunities
Hufvudstaden acts proactively with IoT
Sweet enables proactive and data-driven management by handling signals from connected devices, such as elevators or leaking water pipes, which are then processed through predefined business rules. Hufvudstaden can efficiently assign the right employees to resolve issues and improve customer satisfaction.
