Weflow is a pipeline management & forecasting tool to improve Salesforce hygiene, visibility, process compliance, and forecast accuracy. Key platform components include:
- CRM data capture
- Deal inspection
- Pipeline management
- Sales forecasting
Weflow is easy to implement due to its advanced and no-code Salesforce integration, respecting your entire logic (validation rules, custom fields/objects, field dependencies, etc.) out of the box.
The benefits are simple but powerful
- Account Executives, SDRs, and BDRs save weekly hours on updating their Salesforce pipeline.
- Sales Managers benefit from trustworthy and reliable reports, enabling better forecasting and more actionable conversations with other parts of the organization.
- Revenue Operations and Sales Enablement can analyze sales motions and playbooks more accurately and timely.
- Customer Success can take over newly signed clients faster and more effectively.
- Other functions such as Finance, Accounting, and Marketing all rely on sales forecasts for their budgets.
Things you can do with Weflow
- Update Salesforce fast and efficiently and save +5 hours on administrative tasks per user each week.
- Create custom views on your Salesforce pipeline and share them with your manager as efficient reports,
- Have central storage for all your notes and tasks with a powerful editor (add gifs, videos, images, bullet points, and formatting).
- Create note templates with the option to edit Salesforce records within the note, enabling converting the playbook.
- Be compliant with even the toughest security and privacy policies, as Weflow keeps your Salesforce data where it belongs in your Salesforce cloud.
- Access Weflow from anywhere with a powerful Chrome Extension that you can integrate with Outreach, Google Workspace, Microsoft 365, or any other app and tool you use on the web.
- Run forecast meetings with Weflow's forecasting features (collaborative forecasting, call submissions, deal flow chart, pacing chart, waterfall chart).
- Log emails and other activities automatically.
What are you waiting for? Start a free trial today and experience the difference in your workflow.