Revenue Intelligence Platform
Capture every customer interaction.
Unlock AI insights to convert and forecast your pipeline.
Weflow’s AI-powered Revenue Intelligence platform gives you full deal and pipeline visibility, without the manual effort.
Trusted by CROs & RevOps in B2B companies
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The Problem
Poor Salesforce data makes your revenue process fail
With fragmented, siloed, and missing data, your CRM has become a single source of distrust.
Relying on gut feeling has become the norm for running processes.
Manual data entry
Your CRM still relies on manual updates, leading to missing and outdated data.
Poor insights & visibility
Using poor data, you lack visibility into deal, pipeline and forecast health.
No predictability
Poor insights and visibility lead to lost deals and inaccurate forecasts.
The Solution
Weflow helps B2B revenue teams capture every customer interaction in Salesforce and use AI insights to convert and forecast your pipeline better.
Conekta tracks pipeline changes and forecast accuracy to coach reps and teams.
±7%
ACCURACY
Zeotap forecasts with ±7% accuracy with an effective forecast process.
60%
LESS SLIPPED DEALS
IDnow used Weflow’s warnings to reduced slipped deals by 60%.
5 steps to convert and forecast your pipeline better
1
Capture
Auto-capture every customer interaction to get clean Salesforce data
- Auto-capture emails, meetings, and contacts
- Auto-record, transcribe & summarize conversations
- Automate Salesforce data entry with AI
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2
Convert
Unlock AI insights to get full visibility into deal health
- Inspect deal health with 50+ AI insights & signals
- Track deal changes and velocity
- Configure custom warnings and alerts
3
Forecast
Submit and roll up forecast calls with an efficient process
- Submit deal-by-deal and/or rep-by-rep
- Automate forecast roll-ups
- Run multiple forecasts (new logo, expansion, etc.)
4
Forecast
Project revenue with bottom-up, weighted, and AI predictions.
- See how you pace against revenue goals
- Predict deal outcomes with AI opportunity scoring
- Use our AI prediction model with 300+ data points
5
Analyze & Report
Analyze your pipeline and forecast with interactive charts and metrics
- See how and why your pipeline changes
- Track forecast accuracy by rep and team
- Create custom reports for your C-level and board
Teams
Revenue Intelligence for your entire team
+12%
WIN RATE
+93%
ACCURACY
Chris Mackinnon
VP Revenue Operations @ Zeotap
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Revenue Operations
Drive process compliance &
CRM data quality
- Automate Salesforce data capture
- Improve forecast accuracy
- Increase rep and manager productivity
VISBILITY
ACCURACY
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Executives
Drive sales efficiency & predictability
- Forecast bookings accurately
- Improve quota attainment
- Increase win rate
WIN RATE
ACCURACY
Ben Beivers
CRO @ Remerge
“We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.”
Sales
Drive sales performance and visibility
- Get visibility into pipeline health
- Spot deal risks early to take action
- Improve win rates and quota attainment
RISK
RENEWALS
Etienne Schloemer
Head of Customer Success @ Zeotap
"Weflow has improved our visibility of risks in our customer base, allowing us to proactively drive expansions, and renewals."
Customer Success
Retain and grow customer revenue
- Improve CSM productivity
- Forecast expansions and renewals accurately
- Spot risks early to take action
Use Cases
Covering every aspect of your revenue process
Resources
Learn more about GTM & revenue operations
Podcast
RevOps Lab Podcast
With Philipp Stelzer & Janis Zech
Downloads
Free Forecast Cheat Sheet
Downloads
Free RevOps Salary Report
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