Customer Success

Retain and grow existing customers

Reduce churn, increase revenue growth, boost efficiency, and forecast accurately.

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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."
Trusted by CROs & RevOps in B2B SaaS companies
The Solution
Customer Success

Prevent customer churn with perfect account visibility

Keep your book of business healthy by efficiently detecting risk and enabling your team to proactively address it.

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Customer Success

Identify expansion opportunities to increase revenue growth

Easily identify customer expansion opportunities, manage the upsell process, and leverage your happy, healthy customers.

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Customer Success

Boost team efficiency

Reduce manual workload and scale operations to improve customer success team productivity.

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Customer Success

Forecast your expansion and renewal pipeline accurately

Be in control of your business with better visibility, accountability, and predictability.

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Customers

What B2B revenue teams say

RevOps
Chris MacKinnon
VP Revenue Operations
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Executive
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Sales leader
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.”
Integration

Plug-and-play Salesforce integration to
get started in minutes, not weeks

Real-time, two-way Salesforce integration (SSO)
Respects your custom Salesforce logic out-of-the-box
Maps your Salesforce fields automatically
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Use Cases

Covering every aspect of your revenue process

Capture

Activity Capture

Auto-capture emails, meetings, and contacts in Salesforce
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Capture

Conversation Intelligence

Record and summarize meetings to auto-update Salesforce.
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Capture

Salesforce data capture

Automatically turn customer interactions into Salesforce updates.
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Convert

Deal execution

Automate repetitive tasks and drive deals forward proactively.
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Convert

Deal reviews

Get full visibility into deal health with insights, warnings, and signals.
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Convert

Pipeline inspection

Get full visibility into pipeline health with interactive charts and analytics.
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Forecast

Forecast roll-ups

Run an efficient forecasting process - from submissions to automatic roll-ups.
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Forecast

Forecast predictions

Combine bottom-up, weighted, and AI predictions for high forecast accuracy.
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Analyze & Report

Reporting & Analytics

Create pipeline and forecast reports for your executive team or board.
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Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

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Trusted by top-performing revenue teams