Pipeline Management

Revenue teams use Weflow to update, review, and track changes to their sales pipeline. All synced with Salesforce.

Change is the only constant for sales pipelines

Missing data, close dates pushed, amounts changing? It’s difficult to manage your pipeline well if you don’t see changes and lack accurate data in your CRM.

Weflow provides tools to improve pipeline data hygiene, run effective reviews, and analyze pipeline changes to drive revenue execution.

Improve pipeline data hygiene

Automate activity tracking, guide reps to update key fields (next steps, close date, forecast categories, etc.) and follow methodology frameworks (MEDDIC, SPICED, etc.) with shared views and templates.

Pipeline reviews done right

With confidence in your activity data & Weflow’s deal signals, you can quickly identify revenue drivers, opportunities for coaching and deals at risk.

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Analyze pipeline changes

Use out-of-the-box pipeline reports like waterfall & flow to track pipeline changes in real-time.

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.

Yoni Nijboer

Head of Partnerships, exmox GmbH

Weflow makes it super lightweight to update all our deal-related information in Salesforce, giving reps more selling time and keeping leadership on top of the pipeline.

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

Christine Hall

Venture reporter, Techcrunch

Reduces the busy work that takes up salespeople’s time.

Real-time bi-directional Salesforce integration

Respecting your Salesforce logic out-of-the-box so you can get started in minutes.

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

#1 for Ease of Use in Sales Performance Management report (G2)