Advanced pipeline management & forecasting
Facing poor Salesforce adoption, deal slippage, and inaccurate forecasts?
- Save reps 4h/week by automating Salesforce updates
- Spot risks early to win 12% more deals
- Forecast within ±6% with an effective process & reliable data
Loved by RevOps, revenue leaders, and reps alike
Automate activity capture to surface insights
Auto-sync emails, meetings, and contacts from Google Workspace or Microsoft 365. Weflow attributes them to the right Salesforce objects.
- Permanently store activities in Salesforce
- Allows for standard Salesforce reporting on activities
- Admin console for central set-up and settings
Inspect and act on deal risks
Understand deal health, risks, and suggested actions to increase win rate and quota attainment.
- Inspect deal velocity with signals, scores, and warnings
- Configure deal alerts to trigger actions
- Increase efficiency with faster updates & inspections
Spot & fix pipeline gaps
Understand pipeline health, coverage, and risks to take action where needed.
- Track pipeline changes across time periods
- Compare performance metrics by team and reps
- Spot gaps in pipeline generation & coverage
Improve forecast accuracy with an efficient process.
Simplify your roll-up process - from individual reps, up to the top-line call.
- Submit, review & adjust forecast calls
- Roll up forecast calls across your organization
- Compare calls against quotas, deal pacing, and AI prediction
One tool for the entire revenue team
Revenue Leaders
- Deliver accurate forecasts
- Get visibility into deal, pipeline, and forecast health
- Improve win rates and quota attainment
Revenue Operations
- Improve Salesforce data quality
- Run a reliable forecasting process
- Increase rep and manager efficiency
Sales Managers
- Submit your forecast calls with confidence
- Spot deal risks and coach reps to closed-won
- Compare and drive rep performance
Account Executives
- Update Salesforce faster
- Focus on deals that matter
- Understand deal velocity
The fastest implementation on the market, reportedly.
Rayson Chia
Revenue Operations Manager, Zeotap
Easy to adopt, delightful to use.
Easy implementation
- 2 weeks time-to-value
- Configure custom workflows
- Real-time, 2-way Salesforce sync
Strong adoption
- Intuitive interface that revenue teams love
- Pre-built templates for quick adoption
- Onboarding & training with a product specialist
Enterprise-grade security
- Automated user provisioning
- Data encryption at rest and in-transit
- Security, privacy, and compliance certifications
Respects your custom Salesforce setup
Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.
- Custom fields & objects
- Field dependencies
- Validation rules
- Permissions
- Flows
Loved by top-performing revenue teams
Benjamin Beivers
CRO, Remerge
We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.
Stephan Novalchuk
Revenue Operations Manager, Preply
Weflow enables users to swiftly manage their pipeline with ease, and much more.
Ian Unsworth
Business Development Manager, MindsDB
I save so much time using Weflow rather than Salesforce directly.
Sales Performance Management report,
Enterprise, Spring 2023
Sales Performance Management report,
Mid-Market, Winter 2023
Chris Mackinnon
VP of Revenue Operations, Zeotap
We have much better visibility as a management team, our current quarter forecast is always up-to-date, and we are now tracking sales emails and activities a lot better.
Andreas Bodczek
CEO, IDnow
We improved our forecasting accuracy because Weflow syncs pipeline updates from our reps automatically.
Robert Anders
VP, Cremanski & Company
Must-have for every sales tech stack.
Rayson Chia
Revenue Operations Manager, Zeotap
We’ve been using it for a few months now and the AEs absolutely love it.
Marc Ahr
CSO, Bendesk
Spend less time doing (annoying) data entry into Salesforce and be on top of opportunities/tasks to win more deals.
Sales Performance Management report,
Spring 2023
Kole Stanley
Expansion Account Executive, Podium
With Weflow, I close more deals efficiently.
Still unsure?
We get it. You want to make sure you’re getting the right tool to fit your needs. Let’s talk about it - we’d love to show you why top revenue teams are running with Weflow.
Trusted by top-performing revenue teams