Trusted by CROs & RevOps in B2B SaaS companies
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The Problem
When you forecast,
your spreadsheet breaks.
Disconnected from Salesforce
You jump between spreadsheets, Salesforce, and BI tools. Combined with already bad CRM data, there is no single source of truth for your forecasts.
Poor deal visibility
You don’t understand what drives forecast calls - and why they’re off. Risky deals enter your forecast, leading to surprises at the end of the quarter.
Inefficient forecast process
You don’t run a repeatable process that leads to high accuracy. Instead, you waste your time with ineffective meetings and manual tasks.
The Solution
Weflow helps B2B revenue teams update, review, and forecast their pipeline efficiently. Always in sync with Salesforce.
±7%
ACCURACY
Zeotap forecasts with ±7% accuracy with an effective forecast process.
60%
LESS SLIPPED DEALS
IDnow used Weflow’s warnings to reduced slipped deals by 60%.
Conekta tracks pipeline changes and forecast accuracy to coach reps and teams.
5 steps to an accurate forecast
1
Capture
Get reliable data for your forecast by capturing activities and CRM fields.
- Auto-capture emails, meetings and contacts
- In-line edit Salesforce fields
- Auto-populate MEDDICC fields
2
Review
De-risk your forecast with deal insights and warnings.
- Inspect deal risk with 50+ signals
- See deal health with insights
- Configure warnings and alerts
3
Submit
Submit and roll up your forecast calls with an efficient process.
- Submit deal-by-deal and/or rep-by-rep
- Automate forecast roll-ups
- Run multiple forecasts (new logo, expansion, etc.)
4
Predict
Project revenue with bottom-up, weighted, and AI predictions.
- See how you pace against revenue goals
- Predict deal outcomes with AI opportunity scoring
- Use our AI prediction model with 300+ data points
5
Analyze & Report
Report your forecast with interactive charts and metrics.
- See how and why your pipeline changes
- Track forecast accuracy by rep and team
- Report your forecast with interactive charts
Teams
The forecasting tool for your entire revenue team
+12%
WIN RATE
+93%
ACCURACY
Chris Mackinnon
VP Revenue Operations @ Zeotap
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Revenue Operations
Run an efficient and effective forecast process
- Improve Salesforce data quality
- Run a reliable forecasting process
- Increase rep and manager efficiency
VISBILITY
ACCURACY
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Executives
Improve sales performance and predictability
- Forecast bookings accurately
- Improve quota attainment
- Increase win rate
WIN RATE
ACCURACY
Ben 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.”
Sales
Drive sales performance and visibility
- Get visibility into pipeline health
- Spot deal risks early to take action
- Improve win rates and quota attainment
RISK
RENEWALS
Etienne Schloemer
Head of Customer Success @ Zeotap
"Weflow has improved our visibility of risks in our customer base, allowing us to proactively drive expansions, and renewals."
Customer Success
Retain and grow customer revenue
- Improve CSM productivity
- Forecast expansions and renewals accurately
- Spot risks early to take action
Use Cases
Covering every aspect of your forecast process
Resources
Learn more about forecasting & revenue operations
Podcast
RevOps Lab Podcast
With Philipp Stelzer & Janis Zech
Downloads
Free Forecast Cheat Sheet
Downloads
Free RevOps Salary Report
