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Product

Capabilities

Platform Overview

Weflow's Revenue Intelligence Platform at glance

Activity Capture

Automate activity capture to surface insights

Conversation Intelligence

Summarize meetings to auto-update Salesforce

Deal Intelligence

Spot deals at risk and see pipeline trends

Forecasting & Analytics

Deliver predictable, accurate forecasts

Weflow AI Agents

Automate workflows and get AI insights

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Security
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Salesforce data capture
Deal execution
Deal reviews
Pipeline inspection
Forecast roll-ups
Forecast prediction
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Sales Reporting

5 Types of Reports in Salesforce and How to Use Them

Learn about the different types of reports in Salesforce and when to use each.

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How to Create a Report in Salesforce: A Step-by-Step Guide

Use our step-by-step guide to learn how to create a report in Salesforce in minutes.

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8 Sales Operations KPIs You Need to Track

Find out which sales operations KPIs you should be tracking to gauge sales performance.

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How to Create an Effective Sales Report

Find out how to create an effective sales report in this handy step-by-step guide.

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7 Top Salesforce Reporting Tools for 2025

Frustrated with Salesforce reporting? Check out the top Salesforce reporting tools that will make your life easier.

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4 Steps to Perform a Sales Pipeline Analysis

Find out how to perform a sales pipeline analysis in four simple steps.

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15 Sales Pipeline Metrics you Need to Track in 2025

Optimize your sales team's workflow and increase revenue by tracking these 15 sales pipeline metrics.

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10 must-have sales pipeline reports for sales managers

Learn what makes a good sales pipeline report and get to know 10 pipeline reports execs love to see.

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32 Salesforce KPIs You Need to Track

Quantify your sales team's performance with important Salesforce sales metrics that you should be tracking.

Read more
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