Revenue Operations

Automate CRM data capture & drive process compliance

Improve Salesforce data hygiene, forecast accuracy, and process compliance.

+12%
WIN RATE
+93%
ACCURACY
Chris Mackinnn
VP Revenue Operations
@ Zeotap
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Trusted by CROs & RevOps in B2B SaaS companies
The Solution
Revenue Operations

Run your forecast process in Weflow

Weflow simplifies the submission process, rolls up forecast calls, and makes it easy to compare calls against quota, pipeline pacing, and Weflow's AI prediction.

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Revenue Operations

Improve Salesforce data quality

Weflow automatically syncs rep activity to Salesforce - from pipeline edits, meeting notes, emails, meetings, to contacts.

Field dependencies, validation rules, and user permissions work out-of-the-box.

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Revenue Operations

Drive process adoption & compliance

Use templates, and alerts to guide reps to adhere to stage exit criteria, sales methodologies, and handovers processes.

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Revenue Operations

Increase rep & manager efficiency

Increase efficiency with faster Salesforce updates, and deal inspections. Use deal alerts to focus on deals that matter.

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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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Security

Security on enterprise level

SOC-II (Type 2)

We are certified according to SOC-II (Type 2) security standards.

GDPR & CCPA

Go to market anywhere in the world – let us handle compliance with local laws.

Fully audited

Annually audited by PwC, Google, and Microsoft.
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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