Deal Management & Insights
Close more deals, faster
Understand deal health, risks, and suggested actions to increase win rate & quota attainment.
Loved by RevOps, revenue leaders, and reps alike
Loosing winnable deals?
Facing too many slipped or stalled deals? Missing insights to understand deal velocity, risks, and next steps?
Use Weflow to inspect deal velocity with signals, scores, and warnings, configure deal alerts to trigger actions, and increase efficiency with faster updates & inspections.
Identify deals at risk
Inspect deal health with Weflow's deal signals, health scores, and warnings.
Spend more time selling
Increase efficiency with faster Salesforce updates & inspections.
Deal management & insight features at a glance
Editable deal grid
Make in-line and bulk edits, synced to Salesforce automatically.
Customizable views
Configure custom view with filters, Salesforce fields, and Weflow's deal signals.
Deal signals
Use dozens of Weflow's deals signals to understand deal health, and configure alerts.
Deal sidebar
See deal insights, activity timeline, related objects, chat, and quick actions in Weflow's deal sidebar.
Deal insights
Track deal metrics, velocity (emails sent/received, meetings, files, and more), and buyer roles to understand deal health.
Configurable deal alerts
Configure deal alerts based on deal signals, activities and any other Salesforce fields to alert reps & managers to take action.
Deal Health Score
Auto-calculate health scores from 0 to 100 for each deal in your pipeline. See what's going well, risks, and suggested actions.
Field change indicators
See field changes for amount, close date, etc. in custom grid views.
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.
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