Deal hygiene

Guide reps to deal hygiene with efficient workflows and templates

Get reliable CRM data by simplifying Salesforce updates and automating activity tracking.

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Trusted by CROs & RevOps in B2B SaaS companies
The Problem

If your deal hygiene is bad,
your forecasts and reports are off.

Poor visibility
Inaccurate forecasts
Incorrect metrics & reports
The Solution
Deal hygiene

Update Salesforce with a fast, spreadsheet-like experience

In-line and bulk edit Salesforce records with powerful pipeline views. Access and update records from anywhere with Weflow’s Chrome Extension. Always in sync with Salesforce.

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Deal hygiene

Create views and templates to guide reps to process compliance

From deal overviews to MEDDIC, SPICED or any other qualification framework - simply set up and assign template to user profiles.

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Deal hygiene

Configure warnings and signals to nudge reps toward deal hygiene

Surface 50+ deal warnings such as single threading or no next meeting scheduled. Add custom warnings based on any Salesforce field. Automatically send email alerts and reminders so your reps can take action.

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Deal hygiene

Auto-capture emails, meetings, and contact data

Weflow attributes your activities to the right Salesforce objects to give you clean and reliable data. Permanently stored in Salesforce so you can report on them. Works with Google Workspace and Microsoft 365.

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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.”
Features

Deal hygiene features at a glance

Fast Salesforce updates

In-line and bulk edit Salesforce records with Weflow’s spreadsheet-like web app or Chrome Extension.

Templates

Create pipeline view and deal sidebar templates. Assign them to different user roles.

Deal sidebar

Deal insights, activities, and more. Just one click to get perfect dealvisibility with Weflow's sidebar.

Deal signals

Use 50+ deal signals to track deal health. Configure alerts so reps and managers can take action.

Customizable views

Slice and dice your pipeline with custom filters, group-by logic, and deal signals for perfect overviews.

Deal health score

Auto-calculate health scores from 0 to 100 for each deal in your pipeline. See potential risks early on.

Configurable deal alerts

Configure alerts based on any field or signal so reps and managers can take action.

Activity capture

Auto-capture emails, meetings, and contact data from Google Workspace or Microsoft 365.

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 forecast process

Capture

Activity Capture

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

Deal hygiene

Guide reps to deal hygiene with templates, workflows, and alerts.
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Review

Pipeline reviews

Review pipelines and deals to de-risk your forecast.
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Review

Forecast meeting

Run effective forecast meetings with less prep work and tool jumping.
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Submit

Forecast submission & roll-up

Submit, adjust, and roll-up forecast calls with ease.
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Predict

Forecast prediction

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

Reporting

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. Start your 14-day free trial with a quick onboarding session.

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Trusted by top-performing revenue teams