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.