Autocapture activity data, unlock process adoption, and enable productive workflows to drive growth.
or see how it works in this video
Data scattered across too many tools? Low Salesforce adoption hurting data hygiene? Operational debt slowing you down?
Weflow consolidates pipeline management, activity tracking, email logging, note-taking and task management for Salesforce in one modern workspace. Reps become productive and leaders gain pipeline visibility and forecasting accuracy.
Weflow auto syncs rep activity to Salesforce - from pipeline inline edits, meeting notes, activity logs, chatter, to email logging.
Field dependencies, validation rules, custom flows, and user permissions work out-of-the-box.
Standardize your process with templates for discovery, qualification, pipeline reviews, and forecast meetings.
Weflow makes it easy for reps to follow sales methodologies like MEDDIC, BANT, CoM, etc., and provides automations & alerts to drive process compliance.
Automations alert your reps about to-dos to get deals done and follow the process.
Get rule-based notifications delivered to Slack or the Weflow Inbox.
Weflow makes it efficient for reps to update Salesforce, and find information quickly while automating activity tracking.
Increase the selling time of each rep by 13-19%.
Weflow respects validation rules, field dependencies, permissions, flows, etc. to ensure you can keep customizing Salesforce while your reps use Weflow.
Enterprise-grade security to ensure your data is safe.