What is Weflow?

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Successfully implement MEDDIC (or any other sales process) with Weflow

I signed up for Weflow, but cannot access any Salesforce data

The Weflow "new tab" experience explained

Installing the Chrome Extension

Updating the Chrome Extension

How does Weflow sync data to Salesforce?

Uninstalling the Chrome Extension

How do API calls work with Weflow?

What Salesforce Editions are supported?

Create notes from your Google Calendar

Bulk-update the account owner

Create Notes, Tasks and use the Panel from within Salesforce

Win together as a team

Create and assign tasks during a pipeline review

Create new Contacts or Leads on LinkedIn with the Chrome Extension

See all Opportunities with no next steps

Keep track of high-value deals

Let Weflow calculate your deal KPIs and metrics

Push new fields and sales methodologies to your Weflow users

Improve ramp time for new hires

Share pipeline views with your colleagues and team

Auto-sync your notes to Salesforce from Weflow

How to create notes in Weflow

Set up custom views for your workflows

The right settings for your email logging

Approving Weflow for the Google Admin Console

How to change the Weflow keyboard shortcut on Chrome

How to access Salesforce from anywhere

Creating and using note templates

Weflow's task manager for sales people explained in 90 seconds

Log tasks in Salesforce while taking notes

See more fields with a detailed view in the Panel

Use calculations in your pipeline views

Weflow Engagement Score

Use custom filters to combine AND & OR using conditional groups

Customize your Kanban boards

Importing existing views from Salesforce

Adjusting row height and cell width

The difference between Kanban and Table views

Using imported views from Salesforce

General introduction to the admin console

How to invite new members?

What are 'Profiles' in Weflow?

How can I manage existing members?

What are 'Templates' good for?

Waterfall Overview

Introduction to Forecasting in Weflow

Difference between Weflow & Salesforce

Configuring forecasting in Weflow

Overview: Collaborative Forecasting

Making sure that 'Waterfall' works

Time ranges and historical data

Terminology

Making sure that 'Pacing' works

Pacing Overview

How to sign up for Weflow?

How do I delete my account?

Quick-Start: Pipeline

Quick-Start: Filters & Views

Quick-Start: Notes

Quick-Start: Tasks

Quick-Start: Forecasting

What to do, if there is no data in the Pacing chart?

How are meetings logged and synced to Salesforce?

Setting up Forecast Submissions

The Roll-Up explained

Who can submit forecast calls?

Step-by-Step: Submitting a Forecast Call

Important information if you are using Einstein Activity Capture

Syncing historic emails

The rules and logic behind Weflow's email sync

Is there a limit to how many emails Salesforce can store?

Salesforce Editions, Salesforce Classic & Salesforce Lightning

Why we built an Email Sync to Salesforce

My data looks wrong. What do I do?

Connect your Google Workspace to Weflow

Why were my emails not synced to Salesforce?

Can you sync emails to custom objects or custom fields?

Connect Microsoft 365 / Outlook to Weflow

Setting up and configuring Warning Signals

Everything you need to know to get started with Weflow quickly and onboard your team.

Getting started

Manage workflows and company-wide settings via the powerful revops admin console.

Admin Console

Short tutorials on how to automate workflows and improve sales efficiency with Weflow.

Tutorials

Pipeline Management

General

Fields

Views

Filters

Forecasting

Collaborative Forecasting

Submissions & Roll-Up

Waterfall

Pacing

Activity Capture

Setup

How it works?

Troubleshooting for Email logging

Troubleshooting for Meeting logging

Take Weflow with you anywhere on the web and benefit from exclusive workflows.

Chrome Extension

Install/Uninstall

Integrations

Save time on note-taking and find the best structure.

Notepad for Sales

Templates

Simple task management to focus on what matters.

Task Management

<figure class="media"><div data-oembed-url="https://www.loom.com/share/7c61e28cee224201b128779ddca40133"><div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/7c61e28cee224201b128779ddca40133" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div></figure><p>A 5-minute tutorial video to walk you through Weflow.</p><p>Please note that Weflow requires the support of a Salesforce admin in your company to ensure that Forecasting, Data Capture, and Deal Insights work as expected and to their full potential.</p><p>Setting this up only takes a few minutes and can be done via a Managed Package that the Salesforce admin can quickly install. However, admin rights are necessary to complete these steps.</p><p>👉 <a href="https://www.getweflow.com/demo" target="_blank" rel="noopener noreferrer">Click here to book a 15-minute onboarding session with our product specialists.</a></p>

<p>MEDDIC is an extremely popular sales methodology. We know a thing or two about MEDDIC as the Weflow sales team themselves use a version of it for their qualification processes. We wrote a whole article about the topic which you: <a href="https://www.getweflow.com/blog/meddic-sales-process">MEDDIC Sales Methodology</a>.</p><p>In this short tutorial, I want to explain how to use Weflow to implement the MEDDIC sales methodology successfully in your revenue organization:</p><h2><strong>What is the MEDDIC sales process?</strong></h2><p>In short, MEDDIC is an acronym that explains the six steps of this particular sales qualification methodology:</p><ol><li>Metrics</li><li>Economic buyer</li><li>Decision criteria</li><li>Decision process</li><li>Identify pain</li><li>Champion</li></ol><p>Naturally, you should not simply ask, "What are your metrics?" or "What is your pain?" but rather have a set of questions to ask so that you can probe your prospect for answers.</p><p>Before we can start embedding MEDDIC in your revenue organization, you need to make sure that 1) you have a set of questions (<a href="https://www.getweflow.com/blog/meddic-sales-process">get our free checklist for that</a>) and 2) correlating fields are set up in Salesforce.</p><h2><strong>Step-by-Step Guide: How to create a MEDDIC sales process with Salesforce and Weflow</strong></h2><figure class="media"><div data-oembed-url="https://www.loom.com/share/85283264855b413eb80cfdd88dac5325?sid=8a98724e-65cb-43e6-abe0-d4d62b4a0748"><div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/85283264855b413eb80cfdd88dac5325?sid=8a98724e-65cb-43e6-abe0-d4d62b4a0748" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div></figure><h2><strong>Example</strong></h2><ul><li><i>Your company sells power generators. Your sellers must understand the status quo to sell them to prospects successfully. As such, they should use the discovery stage in your sales process to gain knowledge on things like:</i></li><li><i>What is the problem with the current generators?</i></li><li><i>Which generators are you using, i.e., brand, size, configuration?</i></li><li><i>Who will sign the purchasing order?</i></li><li><i>What will be the most important drivers for that person to decide, i.e., delivery time, price, quality, maintenance cost, etc.?</i></li></ul><p>These are just examples. But no matter what industry you operate in, they will be more or less similar to the abovementioned ones.</p><h2><strong>A) Creating a catalog of questions + answers</strong></h2><ul><li>Ensure you get your sales team together to create a complete set of questions for each of the six steps in the MEDDIC qualification methodology.</li><li>Get input from sales reps, including customer care, customer success, and other functions such as marketing.</li><li>Once you have all the questions, create lists of possible answers - you will need to have a comprehensive list of possible answers so that you can feed these into Salesforce in a structured way.</li></ul><h2><strong>B) Creating custom fields in Salesforce</strong></h2><ul><li>Next up, create custom fields in Salesforce for each MEDDIC step, e.g., for the Opportunity object.</li><li>Make sure to create pick-list or multi-pick-list fields as this will allow you to create a) field dependencies based on MEDDIC questions later on and b) make life for your sales reps easier as they won't have to type anything and finally, c) increase the quality of your data hygiene.</li><li>When creating these fields, make sure the field label fits the question.</li></ul><h2><strong>C) Optional: Add all custom fields to your page layout and label them well</strong></h2><ul><li>This is an optional step, but it will make life for non-Weflow users easier when checking something in Salesforce directly</li><li>Bonus: Create a special section in your object details for MEDDIC</li></ul><h2><strong>D) Create templates in Weflow for your panel, notepad, and pipeline&nbsp;</strong></h2><p>Here comes the good stuff now:</p><h2><strong>Note Templates</strong></h2><ul><li>Log into Weflow and go to the <a href="http://app.getweflow.app/notes/initial">note section</a></li><li>Click on the "Use Template" button to create a new template</li><li>Now, create a template, add in all the questions from above, and make sure to include the correlating Salesforce fields</li><li>Give the template a good name, i.e., "Qualification Template for US Westcoast" or whatever fits your business and organization</li><li>Lastly, make sure to share the template with the whole organization by toggling the share button</li></ul><h2><strong>Panel Templates</strong></h2><ul><li>Next, click on the panel and add a MEDDIC template for your object, e.g., the Opportunity object.</li><li>Again, make sure to include all the required Salesforce fields</li><li>Make sure to give it a similar and identifiable name</li><li>Lastly, make sure to share the template with the whole organization by toggling the share button</li></ul><h2><strong>View Templates</strong></h2><ul><li>Finally, create a view for your object that again includes all the relevant Salesforce fields relevant to your MEDDIC sales process.</li><li>In addition to the MEDDIC fields, also add in things like the stage, close date, next step, and amount (or whatever you use)</li><li>Finally, hit the share button in the top right corner and share the URL with all your colleagues and salespeople.</li></ul><p><strong>That's it! You successfully implemented MEDDIC in your sales organization.</strong></p><p>Got questions? Or would you like us to help you set up MEDDIC (or another sales methodology) in your organization? We are happy to help you at <a href="mailto:hello@getweflow.com">hello@getweflow.com</a></p>

<p>Have a new team member joined or switched responsibilities? Re-assigning existing records can take a lot of time - especially if no admin can help quickly.</p><p>With Weflow, you can quickly assign Accounts, Opportunities, Contacts, Leads, and Custom Objects in seconds. Learn how below.</p><h2><strong>1-minute video tutorial</strong></h2><figure class="media"><div data-oembed-url="https://www.loom.com/share/b3f5f280074841d9bacb86d78d3e489c?sid=216c2c21-9b33-4caa-81f3-f21580df090c"><div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/b3f5f280074841d9bacb86d78d3e489c?sid=216c2c21-9b33-4caa-81f3-f21580df090c" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div></figure><h2><strong>Step-by-step guide:</strong><br>&nbsp;</h2><h3>1. Go to the Pipeline within Weflow</h3><ul><li>Open up Weflow</li><li>Go to the pipeline section within Weflow</li></ul><h3>2. Create a view that contains all records that need assignment</h3><ul><li>Use the quick filters to filter e.g., for existing owners</li><li>Alternatively, you can also filter for records with no owner assigned or other custom rules</li></ul><h3>3. Select all checkboxes of the records you want to assign</h3><ul><li>Click &nbsp;on the checkbox at the top of the pipeline list to select all records within the view</li><li>Or alternatively, select only specific records from the list</li></ul><h3>4. Use the bulk updating feature</h3><ul><li>As soon as you select a record via the checkboxes, the bulk update button will become available in the header selection</li><li>Click on the bulk update button and select the "Owner" field from the list</li><li>Select the owner and click save</li><li>Confirm your decision</li></ul><h3>5. Done!</h3><ul><li>That's it! You made it.</li></ul>

<p>It's the quarter's end, and new team members are joining. Forecast reports are due, the weekly sales meeting is tomorrow, and you still need to follow up on that new email cadence...</p><p>But what would happen if you didn't prioritize onboarding your new team members? Would they be set up for success? Would they be able to help you achieve your team's quota?</p><p>With Weflow, there is a simple way to ensure any new hire follows your sales process quickly and reliably.</p><h2><strong>Watch this 3-minute tutorial video:</strong></h2><figure class="media"><div data-oembed-url="https://www.loom.com/share/38db8b52c1c248b9ad3120ae0778dc0c?sid=10dc8eb5-b67a-42f0-b23c-31400f2a8f94"><div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/38db8b52c1c248b9ad3120ae0778dc0c?sid=10dc8eb5-b67a-42f0-b23c-31400f2a8f94" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div></figure><h2><strong>Follow this step-by-step guide:</strong><br>&nbsp;</h2><h3><strong>1. Go to the admin console</strong></h3><ul><li>You can find the admin console in the left-side menu</li><li>The icon for the admin console looks like a wrench</li></ul><p><br><img class="image_resized" style="width:auto;" src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/103007831899/original/rHlYHQJoqgPU_x8x_5LiKwKaHBqUC51ONg.png?1672394561"></p><h3><strong>2. Make sure to set up profiles</strong></h3><ul><li>Go to the 'Profiles' section in the admin console</li><li>Create as many profiles as you need</li><li>For inspiration, take a look at your current organizational setup, e.g. based on deal size (SMB, Mid-Market, Enterprise), on geography (East Coast, West Coast, EMEA, UK, etc.), or by product</li><li>Only create as many profiles as you really need, i.e., if your East and West Coast AEs follow the same methodology, you don't need to create two different profiles</li></ul><h3><strong>3. Define templates for notes, sidebar, and pipeline</strong></h3><ul><li>Next, go to the template section and create templates for your notes, sidebar, and pipeline</li><li>The most successful teams work together with their RevOps team or schedule a <a href="https://calendly.com/philippstelzer/weflow-customization?back=1&amp;month=2022-12"><strong>1:1 onboarding session</strong></a> with us to ensure that they get the most out of their templates</li></ul><h3><strong>4. Assign templates to profiles</strong></h3><ul><li>Don't forget to assign your templates to the different profiles</li><li>You can assign templates to profiles in the template section</li></ul><p><strong><img class="image_resized" style="width:230px;" src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/103007832334/original/7HNaocord6rN1jljfyt1OS6rVddlOcmm5w.png?1672394880"></strong></p><h3><strong>5. Invite your new team members to Weflow</strong></h3><ul><li>Finally, go to the 'Members' section and invite your new team members</li><li>On the invite modal, you can define their profile and permission set</li></ul><h3><strong>What to expect?</strong></h3><ul><li>For new (and existing users), the templates will automatically be added and loaded into their Weflow account</li><li>They will not be able to edit the templates unless they duplicate them in their own account</li><li>Your predefined templates will stay as they are until you (or another admin) makes a change</li></ul>

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