What does Weflow do?

Weflow can be broken down into four key areas:

1.) Activity Capture

• Weflow connects to your team's Google Workspace or Microsoft 365 accounts to access emails and calendar activities.
• Business-relevant emails and meetings are cross-checked with prospects and clients in your CRM and mapped to the matching records in Salesforce.
• Weflow Activity Capture is a fully automated activity-tracking solution that keeps your CRM data clean and reliable.
• In addition to Weflow's background logging capabilities, Weflow offers a Chrome Extension and Outlook Add-In that gives users more granular control over the matching algorithm - if needed.

2.) Pipeline Management

• Managing your Salesforce data becomes effortless with Weflow's spreadsheet-like interface. 
• All changes sync bi-directionally with Salesforce while respecting your existing CRM setup, including validation rules, permissions, and custom configurations. 
• The Weflow platform enriches your CRM data with real-time insights across opportunities, contacts, leads, and accounts.

3.) Pipeline Analytics

• Sales leaders gain immediate visibility into team performance through intuitive, out-of-the-box analytics customizable to your business needs.
• Weflow's comprehensive reports provide actionable insights for deal reviews, forecast calls, and quarterly business reviews, helping managers make informed decisions about their pipeline.

4.) Sales Forecasting

• Weflow gives users three ways to make sales forecasts: a) Bottom-up forecasting, b) Dynamic-weighted forecasting, and c) an AI-prediction factoring in seasonality and other effects.
• Weflow tracks forecast calls over time to measure changes and accuracy.
• Weflow lets you and your teams slice and dice data to understand performance against critical business goals over time.