Checklist: Customer-Centric Selling

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Implement Customer-Centric Selling with Weflow's templates

Out-of-the-box, bi-directional Salesforce integration to get started, instantly.

Improve Salesforce data quality
Drive process compliance
Consolidate your tech stack
Improve Salesforce data quality
Run an effective forecasting process
Consolidate your tech stack
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Respects your custom Salesforce setup

Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.

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  • Custom fields & objects
  • Field dependencies
  • Validation rules
  • Permissions
  • Flows

Loved by top-performing revenue teams

Benjamin 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.

Stephan Novalchuk

Revenue Operations Manager, Preply

Weflow enables users to swiftly manage their pipeline with ease, and much more.

Ian Unsworth

Business Development Manager, MindsDB

I save so much time using Weflow rather than Salesforce directly.

Rated #1 for Quality of Support

Sales Performance Management report,
Enterprise, Spring 2023

Rated #1 for Ease of Use

Sales Performance Management report,
Mid-Market, Winter 2023

Chris Mackinnon

VP of Revenue Operations, Zeotap

We have much better visibility as a management team, our current quarter forecast is always up-to-date, and we are now tracking sales emails and activities a lot better.

Andreas Bodczek

CEO, IDnow

We improved our forecasting accuracy because Weflow syncs pipeline updates from our reps automatically.

Robert Anders

VP, Cremanski & Company

Must-have for every sales tech stack.

Rayson Chia

Revenue Operations Manager, Zeotap

We’ve been using it for a few months now and the AEs absolutely love it.

Marc Ahr

CSO, Bendesk

Spend less time doing (annoying) data entry into Salesforce and be on top of opportunities/tasks to win more deals.

Rated #2 for Ease of Setup

Sales Performance Management report,
Spring 2023

Kole Stanley

Expansion Account Executive, Podium

With Weflow, I close more deals efficiently.