Customer Success

Retain and grow existing customers

Reduce churn, increase revenue growth, boost efficiency, and forecast accurately.

RISK
RENEWALS
Etienne Schloemer
Head of Customer Success @ Zeotap
"Weflow has improved our visibility of risks in our customer base, allowing us to proactively drive expansions, and renewals."
Trusted by RevOps & CROs in fast-growing companies
The Solution
Customer Success

Prevent customer churn with perfect account visibility

Keep your book of business healthy by efficiently detecting risk and enabling your team to proactively address it.

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Customer Success

Identify expansion opportunities to increase revenue growth

Easily identify customer expansion opportunities, manage the upsell process, and leverage your happy, healthy customers.

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Customer Success

Boost team efficiency

Reduce manual workload and scale operations to improve customer success team productivity.

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Customer Success

Forecast your expansion and renewal pipeline accurately

Be in control of your business with better visibility, accountability, and predictability.

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Customers

What B2B revenue teams say

RevOps
Chris MacKinnon
VP Revenue Operations
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Executive
Andreas Bodczek
CEO @ IDnow
"Weflow gives us better visibility and predictability of our business."
Sales leader
Ben 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.”
Integration

Plug-and-play Salesforce integration to get started in minutes, not weeks

Real-time, two-way Salesforce integration (SSO)
Respects your custom Salesforce logic out-of-the-box
Maps your Salesforce fields automatically
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Weflow AI

AI agents doing the busywork while your team sells.

AI Notetaker

Records, transcribes, and summarizes meetings so your reps can focus on selling.
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AI Field Updater

Updates Salesforce fields like MEDDIC, next steps, and more from meeting recordings.
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AI Email Composer

Writes follow-up emails after meetings so reps can get them out faster.
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AI Coach

Analyzes recordings and gives feedback to help your reps run better sales meetings.
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AI Deal Reviewer

Analyzes deals and provides insights into deal progression and risks.
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AI Deal Predictor

Analyzes deals and predicts the outcome so you improve forecast accuracy.
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AI Deal Monitor

Surfaces deal risks and warnings so your team can take action.
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AI Activity Mapper

Captures and maps emails, meetings, and contacts to the right Salesforce record.
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AI Forecast Projector

Analyzes deal and pipeline health to forecast outcomes.
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Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

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Trusted by top-performing revenue teams