Weflow captures emails, meetings, and call transcripts into native Salesforce objects, enriches deals with AI field updates from conversations, then forecasts on that complete data layer. Submit, review, and adjust forecast calls, roll them up, and compare them with your revenue targets and open pipeline.
Clari pulls CRM and engagement data into a proprietary database for enterprise forecast roll-ups and pipeline inspection across complex hierarchies, with CI added via the Copilot acquisition and sales engagement via the Salesloft merger.
Aviso is an AI-powered revenue operating system that consolidates forecasting, conversation intelligence, sales engagement, account planning, and CS intelligence across Salesforce, HubSpot, Dynamics, Oracle, SAP, and Siebel into a single AI layer.
- SOC 2 Type II certified, HIPAA (BAA available), GDPR (Berlin HQ, Frankfurt data center)
- 30–45 minutes technical setup; 1–3 weeks to full time-to-value
- 92% forecast accuracy reported by customers; 12% win rate increase
"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data."
[small]Chris Mackinnon, VP Revenue Operations, Zeotap — Weflow customers page[/small]
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Pricing at a glance
Weflow charges per seat with no platform fee or implementation fee; Clari is quote-based with module-stacked pricing and professional services fees estimated at $15K–$75K; Aviso doesn't publish pricing.
| Weflow | Clari | Aviso | |
|---|---|---|---|
| Seat price | $19/user/month (Activity Capture) $39/user/month (Conversation Intelligence) $39/user/month (Deal Intelligence & Forecasting) $79/user/month (full Revenue AI platform) |
\~$100–$125/user/month for core forecasting (estimated) | \~$125/user/month (estimated) |
| Platform fee | No | Included in quote; multi-year contracts with 5%+ annual escalation common (estimated) | N/A |
| Implementation fee | No | $15,000–$75,000 (estimated) | N/A |
| Free trial | 14 days | No | N/A |
Weflow includes unlimited free view-only licenses with Conversation Intelligence and the full platform so product, CS, enablement, and leadership teams can access recordings, summaries, transcripts, and analytics without paid seats.
"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates, and pipeline health."
[small]Mark Reich.,CRO, Weflow Customer[/small]
Weflow
, a Salesforce-native revenue AI platform, captures activities, records and analyzes conversations, and runs forecasting—with all data stored in native Salesforce objects.
Clari
orchestrates enterprise forecast roll-ups, pipeline inspection, and CRO-level revenue visibility across complex sales hierarchies, with recent expansion into conversation intelligence (Copilot) and sales engagement (Groove/Salesloft).
Aviso
focuses on AI-driven predictive forecasting, scenario modeling, and win prediction. Detailed product capabilities and Salesforce integration depth aren't independently verified in available sources.
Where Weflow wins
CRM data completeness: server-side activity capture with zero rep action
Weflow's Activity Capture runs server-side against Google Workspace and Microsoft 365, automatically logging emails and meetings into Salesforce without any rep behavior change. (vs. both Clari and Aviso)
- Auto-creates missing Contacts from emails and calendar invites; auto-sets Opportunity Contact Roles with admin controls: existing-account-only creation, participant thresholds, domain exclusions, orphan rules
- Activity mapping covers Accounts, Contacts, Leads, Opportunities, Cases, and custom objects; supports multiple email addresses per record; persists mapping at email-thread level
- Historical backfill up to 24 months of past emails and meetings into Salesforce
- All captured data writes into native Salesforce objects (Task, Event, EmailMessage) and persists if the customer stops using Weflow—no vendor lock-in (vs. Clari specifically: Clari stores activity data in a proprietary database)
- Managed package respects Salesforce validation rules, field dependencies, permissions, and role hierarchy natively
- Compatibility mode dedupes activity with Outreach, Salesloft, and Apollo—no rip-and-replace of existing engagement tools
"Einstein frequently missed activities. Now, we trust the data. It's been a big mental lift for the team." — Leslie Phillips, Director of Operations, Advisa — Weflow customers page
When this matters: You run 50–500 sellers on Salesforce and your pipeline reports, Flows, and board decks depend on Task, Event, and EmailMessage being complete and reportable—not locked in a vendor's proprietary database.
AI-powered CRM automation from conversations
Weflow's AI Field Updater extracts structured data from call recordings and maps it into any Salesforce standard or custom field—turning every conversation into accurate CRM data without rep data entry. (vs. both Clari and Aviso)
- Supported field types: text, picklist, multi-select, number, currency, date, checkbox, formula, URL, email, percent, geolocation, phone, time, and more
- Side-by-side UI shows current Salesforce value vs. AI-suggested value; users reject, edit, or update all fields at once
- Field-update and coaching templates aligned to MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message
- Manual review mode or fully automatic mode; unlimited templates per workspace
When this matters: Your MEDDIC or SPICED fields on Opportunity are empty 60%+ of the time, and you need methodology adherence in Salesforce without creating rep busywork or breaking validation rules.
Conversation intelligence depth
Weflow records, transcribes, and analyzes sales conversations with full CI capabilities—not just summaries. (vs. both Clari and Aviso)
- Unlimited recordings on Zoom, Teams, Google Meet; transcription in 96+ languages with auto-detection
- 250+ pre-built AI prompts; customizable summary templates conditional by deal stage and team; AI follow-up emails
- AI coaching scorecards aligned to major sales methodologies; keyword/phrase trackers with retroactive historical crawl across existing recordings
- Clips, playlists, comments, and conversation analytics by rep, team, and time period
- Ask Weflow AI queries linked transcripts, CRM fields, related activities, and up to 10 pipeline views (up to 2,000 records) in a single chat
When this matters: You need a single platform that captures activities, records calls, coaches reps, and writes structured data back to Salesforce—not a forecasting overlay that treats conversation data as a secondary input.
Forecasting and pipeline analytics built on complete data
Weflow's forecasting combines collaborative submissions, AI predictions, and pipeline analytics—anchored on the activity and conversation data it captures upstream. (vs. Aviso specifically: corrects the narrative that Weflow has no forecasting story)
- Bottom-up submissions: deal-by-deal and rep-by-rep with tracked changes; roll-ups via Salesforce role hierarchy
- AI forecast predictions combining historic opportunity snapshots with deal signals and seasonality patterns
- Waterfall analysis, pacing toward quota, pipeline development analysis, quota management at org/team/individual level, and forecast accuracy tracking
- 50+ AI deal signals and AI deal health scoring (0–100) with risk factors and suggested actions
- New logo, expansion, and renewal forecast methodologies supported natively
"With Weflow, we forecast within 7% by week 4 of the quarter." — Tibor Stefán, Chief Revenue Officer, Zeotap — Weflow customers page
When this matters: You want forecast accuracy driven by complete upstream data—activities, conversations, and deal signals all feeding the same model—rather than a prediction layer running on top of incomplete CRM records. Weflow customers report 92% forecast accuracy.
Enterprise-scale forecast roll-ups across complex hierarchies
Clari has 10+ years of production-hardened forecasting across multi-layer sales hierarchies at enterprise scale.
- Proven forecast roll-ups across regions, segments, product lines, and overlay teams at Okta, Databricks, Fortinet, and Nutanix scale
- Gartner named Clari a Leader in its first Magic Quadrant for Revenue Action Orchestration; Forrester TEI study claims 398% ROI; BirchStreet reports 8 consecutive quarters within 3–5% of forecast
- \~5,000 customers and \~$450M ARR post-Salesloft merger—strongest enterprise brand recognition and analyst validation in the revenue intelligence category
When this matters: You run a 1,000+ seller org with 4+ hierarchy layers (region → segment → product line → overlay) and need a forecasting platform with a decade of enterprise proof points and analyst validation.
Multi-CRM support
Clari fits orgs that aren't standardized on Salesforce or operate across multiple CRMs post-acquisition.
- Native CRM support for Salesforce, HubSpot, and Microsoft Dynamics
- Standardizes forecast roll-ups and pipeline visibility across teams on different CRMs by region or business unit
When this matters: Multi-CRM environments, M&A-heavy orgs, or teams that need unified forecasting across Salesforce + HubSpot + Dynamics.
Adjacent execution capabilities under one vendor
The Clari-Salesloft merger consolidates sales engagement, dialer, conversation intelligence, and forecasting under a single vendor.
- Sales engagement sequences and multi-channel cadences via Groove + Salesloft
- Phone/dialer workflows with phone call recording via Groove
- Real-time in-call coaching via Copilot cue cards and battle cards
- Single vendor for engagement execution + pipeline visibility + forecasting
When this matters: You want to consolidate your sales engagement stack (replacing Outreach or a standalone dialer) and forecasting under one vendor, and platform breadth matters more than Salesforce-native data ownership.
Multi-CRM support across 6+ platforms
Aviso natively supports Salesforce, HubSpot, Microsoft Dynamics, Oracle, SAP, and Siebel—consolidated forecasting and deal intelligence across multi-CRM environments from a single platform.
- Unified forecasting layer across 6+ CRMs without requiring a single CRM as the system of record
- Standardizes pipeline visibility and AI deal scoring across teams on different CRMs post-acquisition or by region
- Documented support for consumption-based forecasting in usage-based revenue models (New Relic case study)
When this matters: Your GTM org runs multiple CRMs across business units or geographies, and you need a single forecasting view that spans all of them without forcing CRM consolidation first.
Enterprise account planning and relationship intelligence
Aviso provides dedicated account planning capabilities purpose-built for complex enterprise selling.
- Dynamic org charts and Relationship Graphs for mapping buying committees
- Earnings-call analysis and 10-K report insights surfaced at the account level
- Mutual success plans with Gantt chart tracking for multi-stakeholder deal execution
When this matters: Your AEs manage $500K+ enterprise deals with 10+ stakeholders and need account-level intelligence inside their deal execution workflow.
Broader AI agent library and real-time coaching
Aviso ships 50+ AI agents and a no-code Agent Studio for building custom GTM workflows.
- 50+ pre-built AI agents spanning forecasting, deal management, coaching, engagement, and CS workflows
- No-code Agent Studio for building custom GTM agents without engineering resources
- Real-time in-call coaching prompts during live conversations, not only post-call review
- Dedicated mobile app with forecasting, pipeline, deal guidance, and CI access
When this matters: Your GTM org spans sales, CS, and marketing, and you need a broad AI agent library with mobile access and real-time coaching.
Choose based on your situation
| Your situation | Better fit | Why |
|---|---|---|
| Salesforce org (50–500 sellers), RevOps priority is complete activity data and reportable Task/Event/EmailMessage records | Weflow | Server-side activity capture writes into native Salesforce objects; data persists after uninstall—neither Clari nor Aviso fixes upstream data completeness. |
| You already run Clari for forecasting and need to layer on activity capture + conversation intelligence without ripping it out | Weflow (complement Clari) | Activity Capture ($19/user/mo) and/or CI ($39/user/mo) alongside Clari forecasting—no platform conflict, no duplicate forecast layer. |
| $1B+ enterprise with 200+ reps, 4+ hierarchy layers (region → segment → product → overlay), and need analyst-validated forecast roll-ups | Clari | Decade of production proof at Okta/Databricks/Fortinet scale; Gartner MQ Leader in Revenue Action Orchestration. |
| Multiple CRMs across business units (Salesforce + HubSpot or Dynamics), post-acquisition or by region | Clari | Native support for Salesforce, HubSpot, and Dynamics; Weflow is Salesforce-only. |
| CRO's top priority is AI-driven what-if scenario modeling and predictive win scoring, and you're willing to run a proof-of-concept | Aviso | Strongest market positioning for multi-scenario forecast modeling and deal-level probability—ask for documented accuracy metrics, as public evidence is limited. |
| AI-first win prediction is your primary criterion and you want to benchmark model accuracy head-to-head | Aviso (evaluate alongside Weflow) | Run a PoC comparing Aviso's scenario models against Weflow's AI deal health scoring (0–100) and 50+ deal signals; Weflow's advantage is predictions run on complete CRM data from its own activity capture. |
| Need a single vendor for sales engagement (sequencing, dialer) + forecasting + CI and want to consolidate tools | Clari (with caveats) | Groove/Salesloft merger gives platform breadth, but Groove is poorly rated by users and Salesloft integration is early-stage post-merger—evaluate engagement quality in demos. |
| Budget-constrained (mid-market or PE-backed), need pipeline forecasting + CI on Salesforce without $100K+ in year-one costs | Weflow | Full platform at $79/user/mo, no implementation fee, no platform fee; 50-user team costs \~$47K/year vs. Clari estimated \~$108K+ plus implementation. |
| Already use Gong for CI and Outreach/Salesloft for engagement; need forecasting + activity capture that complements your stack without duplication | Weflow | Compatibility mode dedupes activity with Outreach, Salesloft, and Apollo; modular pricing lets you buy only Activity Capture + Forecasting ($19 + $39) without paying for CI you already have. |
What customers say
What Weflow users say
[str]Strength[/str]
"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data." — Chris Mackinnon, VP Revenue Operations, Zeotap — Weflow customers page
"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates, and pipeline health." — Mark Reich, CRO, Lawpilots — Weflow customers page
[lim]Limitations[/lim]
"There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with Weflow." — Alisson C., Senior Account Executive (Mid-Market), 5/5 — G2
[str]Strength[/str]
"What I like best about Clari is how it simplifies and centralizes our forecasting process. Before Clari, we were stuck using PowerPoint for forecasting. Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health." — Thomas C., RevOps Manager (Enterprise), 4.5/5 — G2
[lim]Limitations[/lim]
"There are certain fields that need to be filled in through Salesforce, and I wish I could manage all of them directly within Clari. It would be much more convenient to have full control in one place and avoid having to switch back and forth." — Ahmed A., Senior Business Development Manager (Enterprise), 3.5/5 — G2
[str]Strength[/str]
"I like that Aviso provides a very good overview of my current forecast, pipeline, and in-focus activities. It's more facilitated than before because we have our forecast and pipeline for current and following quarters in one place, as opposed to the complicated Excel exports we used previously. Aviso saves me a lot of time and gives me a very good overview of my changes, forecast, and pipeline activities." — Dagmar N., Key Account Manager, 4/5 — G2
[lim]Limitations[/lim]
"Inconsistent sync with CRM, mismatches with data between views." — Verified User, Enterprise (> 1000 emp.), 2.5/5 — G2
"From what I noticed, Aviso is still not synchronized. Every time I make changes to opportunities, I have to sign back in to see them updated. It's not simultaneously actualized, and while it was worse initially, it's only improved slightly but still needs work." — Dagmar N., Key Account Manager, 4/5 — G2
Feature-by-feature breakdown
| Capability | Weflow | Clari | Aviso |
|---|---|---|---|
| Activity Capture | |||
| Email & calendar sync | Leader Server-side capture (Google Workspace / Microsoft 365), zero rep action Emails → Salesforce Task or EmailMessage Meetings → Event (parent/child per attendee) Internal communications auto-excluded Data persists in native Salesforce objects after uninstall |
Partial Clari Capture syncs email and calendar activity Data stored in Clari's proprietary database with sync back to Salesforce |
Partial Automated sales activity capture Data consolidated into Aviso's intelligence layer |
| Historical backfill | Leader Syncs past emails and meetings up to 24 months (add-on) Batch processing respects Salesforce API limits |
N/A | N/A |
| Email open tracking | Strong Tracking pixel via Chrome Extension Last-open date and open count stored as native Salesforce fields on EmailMessage/Task Available for reporting and Flow automation |
N/A | N/A |
| Data permanence in CRM | Leader All data persists in native Salesforce objects (Task, Event, EmailMessage) if customer stops using Weflow No vendor lock-in |
Partial Data stored in Clari's proprietary database Sync-back to Salesforce available but data model is Clari-owned |
Partial Data consolidated into Aviso's intelligence layer |
| Conversation Intelligence | |||
| Recording & transcription | Leader Unlimited recordings via notetaker bot on Zoom, Teams, Google Meet Transcription in 96+ languages with auto-detection and speaker identification Full transcripts stored in Salesforce via custom Weflow Video Recording object |
Strong Clari Copilot records Zoom, Teams, Google Meet Phone/VoIP recording via Groove integration |
Strong Call recording across video meetings Transcription available |
| AI summaries & templates | Leader Template-driven summaries with multiple variants per meeting Conditional by deal stage and team Auto-sync to Salesforce Event Description field AI follow-up emails with Outlook draft delivery for Microsoft users |
Good AI summaries via Copilot Template customization depth not publicly documented Users report summary formatting takes up significant screen space |
Good Custom call summaries described |
| AI CRM field updates | Leader Extracts structured data from conversations into any Salesforce standard or custom field Supported types: text, picklist, multi-select, number, currency, date, checkbox, formula, URL, email, phone, percent, geolocation, time Side-by-side UI: current vs. new value Reject, edit, or update all at once Respects validation rules |
Partial Some CRM field update capability described G2 reviewers report inability to fill CRM fields directly from Clari |
Partial CRM writeback |
| Coaching & scorecards | Leader Qualitative feedback + structured scorecards (1–5 ratings) Methodology-aligned: MEDDIC, MEDDPICC, SPICED, BANT, Challenger, SPIN, Command of the Message Conditional by deal stage Scorecard Insights tracks ratings across users and time |
Good Coaching via Copilot Some real-time in-call cue cards and battle cards |
Leader Manager coaching, pitch adherence, MEDDPICC adherence, Chris Voss principles DISC personality insights for buyer communication style |
| Real-time in-call coaching | N/A Post-call coaching only Not available during live calls |
Strong Clari Copilot: real-time cue cards and battle cards during calls |
Leader Real-time coaching with live prompts Computer vision analyzes buyer gestures and expressions during virtual calls Pre-meeting briefs centralize buyer traits and past interactions |
| Topics, trackers & clips | Leader Unlimited keyword/phrase tracking with retroactive historical crawl across past recordings Clips, playlists, comments with timestamp-specific annotations and emoji reactions |
Good Trackers available Users report lack of cross-meeting trend analysis |
Good Smart Trackers for team dynamics and customer-specific issues |
| Pipeline & Forecasting | |||
| Pipeline management | Leader Spreadsheet-like inline and bulk editing across Salesforce objects including custom objects Table and Kanban views Real-time two-way Salesforce sync Create tasks, notes, products, and activities from pipeline views Shareable templates |
Strong Pipeline inspection with deal-level views Customizable views per persona Two-way Salesforce sync More mature at enterprise scale for complex roll-up analytics |
Good Deal Pipeline Inspection |
| Forecast roll-ups & AI prediction | Strong AI forecast prediction combining historic opportunity snapshots and deal signals Hierarchy-aware roll-ups via Salesforce role hierarchy or custom Weflow hierarchy Forecasts on any standard or custom Salesforce field Stores field changes without requiring Salesforce field history tracking Formula fields and multiple currencies |
Leader Multi-layer roll-up across regions, segments, product lines, and overlays—Clari's core strength with 10+ years of refinement Proven at Okta, Databricks, Fortinet, Nutanix scale Gartner MQ Leader BirchStreet: 8 consecutive quarters within 3–5% of forecast |
Strong Predictive AI with deal probability scoring, time-to-close prediction, forecast bias correction Roll-ups by geography, product/BU, segment Consumption-based forecasting for usage-based revenue models Human-in-the-loop overrides with audit trails |
| Pipeline analytics | Strong Waterfall, Pacing, Pipeline Coverage, Deals at Risk, Team Benchmarks, Opportunity Snapshots Drill-down by rep, team, or org Pipeline velocity, sales cycle length, win rate coming Q2 2026 |
Leader Waterfall, pacing, coverage analytics with deeper maturity Acknowledged as more mature even by competitive assessments |
Strong Multi-level Sankey charts, weekly digest, custom forecast grid Different visualization approach |
| Deal signals & health scoring | Strong 50+ AI deal signals AI scores 0–100 with risk factors and suggested actions Configurable warnings based on any combination of Salesforce fields, activity data, and Weflow signals |
Strong AI-driven risk flags and deal scoring |
Strong WinScores, deal risk signals, deal acceleration, buyer intent scoring, sentiment analysis |
| Integration & Platform | |||
| Salesforce integration depth | Leader Real-time bi-directional APIs Managed package with custom object + lookup to Event Respects validation rules, field dependencies, permissions, role hierarchy Standard and custom objects and fields Works independently from Salesforce forecasting |
Good Two-way Salesforce sync Mandates all fields originate from Salesforce Users report needing to maintain validation rules across both Salesforce and Clari Cannot handle formula fields directly |
Good Salesforce integration available G2 reviewers report inconsistent CRM sync and data mismatches between views Changes require re-login to see updates |
| Multi-CRM support | N/A Salesforce only (all editions with API access) |
Strong Salesforce, HubSpot, Microsoft Dynamics |
Leader Salesforce, HubSpot, Microsoft Dynamics, Oracle, SAP, Siebel |
| Deployment speed | Leader 20–40 min for Activity Capture; 30–45 min technical setup for full platform 1–3 weeks to full time-to-value No implementation fees Centralized deployment via Google Workspace App or Microsoft Entra ID—no per-rep OAuth |
Partial 8–16 weeks implementation reported Professional services estimated $15K–$75K Training packages $5K–$15K |
Good 30-day rollout plan described for forecasting Gartner reviews note integrations can be challenging with timelines stretching longer than expected |
| Security & compliance | Leader SOC 2 Type II HIPAA (BAA available) GDPR (Germany HQ, Frankfurt data residency) CCPA Zero AI data retention—no data used for model training Configurable consent flows with immediate permanent deletion on opt-out SSO/SAML and Okta |
Good SOC 2 Type II confirmed EU data residency and zero-AI-retention posture not publicly confirmed US-headquartered |
Good SOC 2 Type II confirmed GDPR and CCPA compliance pages exist EU data residency details not publicly documented US-headquartered |
| Pricing transparency | Leader Published list prices: $19–$79/user/month No platform fees, no implementation fees, no usage-based charges Unlimited recordings, transcripts, AI processing Unlimited free view-only licenses 14-day free trial Minimum 10 users |
Partial No published pricing Estimated $100–$180/user/month for Core + Copilot Multi-year contracts with 5%+ annual escalation clauses Implementation fees $15K–$75K additional |
Partial No published pricing G2 rates "$$$$$" (maximum cost tier) Enterprise-negotiated Buyers cannot self-qualify without engaging sales |
Frequently asked questions
Does Weflow replace my existing Salesforce forecasting setup, or do I have to reconfigure everything?
Weflow forecasting runs independently from Salesforce native forecasting—your existing forecast types, categories, and reports continue to work alongside it. You'll configure forecast types, cadences, and hierarchies inside Weflow separately. Quota management also runs independently, supporting org/team/individual levels with ramp-aware distribution. There's no migration or reconfiguration of your Salesforce forecasting required.
Can I start with just one Weflow product and add more later, or do I have to buy the full platform?
Yes. Activity Capture ($19/user/mo), Conversation Intelligence ($39/user/mo), and Deal Intelligence & Forecasting ($39/user/mo) are each sold standalone. A common pattern: teams keep Clari for forecasting and start with Weflow Activity Capture + CI only, then add forecasting later if needed. Bundles at $49 or $79/user/mo are available when you're ready to consolidate.
How does the Clari-Salesloft merger affect product stability if I'm evaluating a multi-year Clari contract?
Clari merged with Salesloft in late 2025. Forrester noted integrating the two overlapping platforms could be "a lengthy, iterative process," and beta testing started early 2026. Groove (Clari's engagement module) is consistently rated poorly by users on G2. If you're signing a multi-year deal, expect 12–18 months of roadmap uncertainty—ask Clari for a written product roadmap commitment covering feature consolidation timelines and Groove's future before committing.
Does Weflow record phone calls? Our team does 40%+ of outreach by phone.
No. Weflow records scheduled video meetings on Zoom, Teams, and Google Meet. VoIP/phone call recording isn't available today; Zoom Phone support is on the roadmap. Clari supports phone recording via its Groove integration. If phone call capture is a hard requirement right now, Clari has a genuine edge here.
How does Weflow handle recording consent and GDPR compliance for conversation intelligence?
Configurable consent flows include a Teams pre-meeting email with opt-in/opt-out and an in-call chat removal option that triggers immediate permanent deletion of all recording data. Weflow is headquartered in Berlin with Frankfurt data center infrastructure, holds SOC 2 Type II certification, and is HIPAA (BAA available), GDPR, and CCPA compliant. Zero AI data retention—no customer data is used for model training.
Is Weflow or Clari or Aviso FedRAMP certified?
No. Weflow is not FedRAMP certified. Neither Clari nor Aviso has publicly confirmed FedRAMP certification either. If FedRAMP is a procurement requirement, confirm certification status directly with all three vendors before starting an evaluation.
What are the best practices for setting up Weflow's AI field updates so extraction is actually accurate?
Keep templates below 10 fields each, write prompts up to 500 characters, and list allowed values explicitly for picklist fields—this significantly improves extraction accuracy. Admins configure templates in the Admin Console with per-field prompts or prompts from Weflow's built-in library. Manual review mode lets reps approve updates before they hit Salesforce; fully automatic mode skips review. Start with manual review for the first two weeks to calibrate prompt quality before switching to auto.
We use HubSpot or Dynamics, not Salesforce. Can Weflow work for us?
No. Weflow is Salesforce-only (all editions with API access). Clari supports Salesforce, HubSpot, and Microsoft Dynamics natively. Aviso supports those plus Oracle, SAP, and Siebel. Weflow's Salesforce-native depth is a deliberate tradeoff—it stores data in native Salesforce objects (Task, Event, EmailMessage) precisely because it doesn't abstract across multiple CRMs.
What Salesforce integration user setup does Weflow require, and what happens if it disconnects?
Weflow recommends a dedicated Salesforce API Only integration user. If that user becomes disconnected, Weflow alerts admins automatically. The managed package adds one custom object and three custom fields, and respects existing validation rules, field dependencies, and permissions natively—no dual-maintenance of rules across two systems.
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