Meet Weflow, the Revenue Platform
Drive sales performance with our pipeline management & forecasting solution. Capture data, inspect deals, review pipeline health, and run your forecast process. All synced to Salesforce.
Designed to drive efficiency & predictability
Poor CRM data? Pipeline changes hitting you by surprise? Forecast calls cannot be trusted? Improve data quality, spot deals at risk, identify gaps in your pipeline, and forecast with accuracy.
Activity Capture
Automate data capture to surface insights
Auto-sync emails, meetings, and contacts from Google Workspace or Microsoft 365. Weflow attributes them to the right Salesforce objects.
- Permanently store activities in Salesforce
- Allows for standard Salesforce reporting on activities
- Admin console for central set-up and settings
Deal Reviews
Inspect and act on deal risks
Understand deal health, risks, and suggested actions to increase win rate and quota attainment.
- Inspect deal velocity with signals, scores, and warnings
- Configure deal alerts to trigger actions
- Increase efficiency with faster updates & inspections
Pipeline Management
Manage your pipeline with reliable data & better insights
Weflow simplifies data entry and enriches your pipeline with signals, insights, and warnings.
- In-line edit Salesforce records with a fast, spreadsheet-like experience
- Configure warnings based on any Salesforce field, activities, and signals
- Track pipeline changes with automatic opportunity snapshots
Sales Forecasting
Improve forecast accuracy with an efficient process.
Simplify your roll-up process - from individual reps, up to the top-line call.
- Submit, review & adjust forecast calls
- Roll up forecast calls across your organization
- Compare calls against quotas, deal pacing, and AI prediction
Automate activity capture to surface insights
Auto-sync emails, meetings, and contacts from Google Workspace or Microsoft 365. Weflow attributes them to the right Salesforce objects.
- Permanently store activities in Salesforce
- Allows for standard Salesforce reporting on activities
- Admin console for central set-up and settings
Run data-driven deal reviews
Weflow enriches opportunities with scores, signals, and insights to run data-driven deal reviews instead of relying on 1-1s and hearsay.
- 50+ signals like multi-threading, next meeting scheduled, closed date pushed, etc.
- Analyze number of emails sent/received, files exchanges, meetings scheduled with deal activity insights
- See who and if the right stakeholders are involved with contact insights
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Manage your pipeline with reliable data & better insights
Weflow simplifies data entry and enriches your pipeline with signals, insights, and warnings.
- In-line edit Salesforce records with a fast, spreadsheet-like experience
- Configure warnings based on any Salesforce field, activities, and signals
- Track pipeline changes with automatic opportunity snapshots
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Run an efficient & data-driven sales forecasting process
Simplify your roll-up process - from individual reps, up to the top-line call.
- Submit, review & adjust forecast calls
- Roll up forecast calls across your organization
- Compare calls against quotas, deal pacing, and AI prediction
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Loved by fast-growing B2B companies
Easy to setup, configure, and adopt
Implementation & adoption
- 2 weeks time-to-value
- Intuitive interface that revenue teams love
- Pre-built templates for quick adoption
Security
- Automated user provisioning
- Data encryption at rest and in-transit
- Security, privacy, and compliance certifications
Integrations
- Bi-directional Salesforce integration
- Google Workspace & Microsoft 365
- Chrome Extension to take Salesforce records anywhere
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The only forecasting tool for the entire revenue team
Revenue Leaders
- Deliver accurate forecasts
- Get visibility into deal, pipeline, and forecast health
- Improve win rates and quota attainment
Revenue Operations
- Improve Salesforce data quality
- Run a reliable forecasting process
- Increase rep and manager efficiency
Sales Managers
- Submit your forecast calls with confidence
- Spot deal risks and coach reps to closed-won
- Compare and drive rep performance
Account Executives
- Update Salesforce faster
- Focus on deals that matter
- Understand deal velocity
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