Deal Insights & Pipeline Management
Spot deals at risk & see pipeline trends to take action and close more
Weflow enriches your pipeline with signals, insights, and warnings so reps and managers can see risks & trends early to improve quota attainment, win rate, and predictability.
Loved by fast-growing B2B companies
Get clean and reliable pipeline data
Automate activity capture & simplify manual data entry to increase rep efficiency.
- Auto-sync emails, meetings, and contact data from Google Workspace or Microsoft 365
- In-line & bulk edit Salesforce records with a fast, spreadsheet-like experience
- Bi-directionally sync to Salesforce in real-time for all standard, custom, and related objects
Run data-driven deal reviews
Weflow enriches opportunities with scores, signals, and insights to run data-driven deal reviews instead of relying on 1-1s and hearsay.
- 50+ signals like multi-threading, next meeting scheduled, closed date pushed, etc.
- Analyze number of emails sent/received, files exchanges, meetings scheduled with deal activity insights
- See who and if the right stakeholders are involved with contact insights
Use warnings & alerts to take action
Focus your team on risks and opportunities to win more deals.
- Configure warnings based on any Salesforce field, activities, and signals
- Surface warnings - such as single threaded, no next meeting scheduled, etc. - in pipeline views
- Send deal alerts via email to trigger actions
Track pipeline changes
Weflow stores opportunity snapshots and field histories to track pipeline changes.
- See which deals are new, up-/ downgraded, won/lost, or pushed with waterfalls analytics
- See how your pipeline develops week-over-week, or month-over-month with pacing
- Spot gaps in pipeline generation & coverage
Drive sales process compliance
Weflow provides configurable warnings, templates, and alerts to create sales process compliance.
- Configure warnings with conditions based on any Salesforce field, activities, and signals
- Use templates for adherence to stage entry/exit criteria, sales methodologies, etc.
- Send alerts via email to focus on best next action
Pipeline management features at a glance
Editable deal grid
Make in-line and bulk edits, synced to Salesforce automatically.
Customizable views
Configure custom view with filters, Salesforce fields, and Weflow's deal signals.
Deal signals
Use dozens of Weflow's deals signals to understand deal health, and configure alerts.
Deal sidebar
See deal insights, activity timeline, related objects, chat, and quick actions in Weflow's deal sidebar.
Deal insights
Track deal metrics, velocity (emails sent/received, meetings, files, and more), and buyer roles to understand deal health.
Configurable deal alerts
Configure deal alerts based on deal signals, activities and any other Salesforce fields to alert reps & managers to take action.
Deal Health Score
Auto-calculate health scores from 0 to 100 for each deal in your pipeline. See what's going well, risks, and suggested actions.
Field change indicators
See field changes for amount, close date, etc. in custom grid views.
Pipeline changes
Understand how your pipeline has changed across previous time periods with waterfall charts. Filter by rep, team, record type, or any other Salesforce field.
Pipeline pacing
Track how your current pipeline is pacing against your monthly, quarterly, and annual goals.
Performance benchmarks
Track performance by comparing metrics by reps, teams, territories, and more.
2-way Salesforce integration
Or real-time, two-way Salesforce integration respects your entire Salesforce logic (validation rules, etc.) out-of-the-box.
The best Salesforce Pipeline Management alternative
Respects your custom Salesforce setup
Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.
- 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.
Sales Performance Management report,
Enterprise, Spring 2023
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.
Sales Performance Management report,
Spring 2023
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Kole Stanley
Expansion Account Executive, Podium
With Weflow, I close more deals efficiently.
Still unsure?
We get it. You want to make sure you’re getting the right tool to fit your needs. Let’s talk about it - we’d love to show you why top revenue teams are running with Weflow.
Trusted by top-performing revenue teams
