Revenue Operations

Automate CRM data capture & drive process compliance

Improve Salesforce data hygiene, forecast accuracy, and process compliance.

+12%
WIN RATE
+93%
ACCURACY
Chris Mackinnn
VP Revenue Operations
@ Zeotap
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Trusted by RevOps & CROs in fast-growing companies
The Solution
Revenue Operations

Run your forecast process in Weflow

Weflow simplifies the submission process, rolls up forecast calls, and makes it easy to compare calls against quota, pipeline pacing, and Weflow's AI prediction.

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Revenue Operations

Improve Salesforce data quality

Weflow automatically syncs rep activity to Salesforce - from pipeline edits, meeting notes, emails, meetings, to contacts.

Field dependencies, validation rules, and user permissions work out-of-the-box.

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Revenue Operations

Drive process adoption & compliance

Use templates, and alerts to guide reps to adhere to stage exit criteria, sales methodologies, and handovers processes.

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Revenue Operations

Increase rep & manager efficiency

Increase efficiency with faster Salesforce updates, and deal inspections. Use deal alerts to focus on deals that matter.

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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

Populates 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

Auto-captures emails, meetings, and contacts in Salesforce.
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AI Forecast Projector

Analyzes deal and pipeline health to forecast outcomes.
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Security

Security on enterprise level

GDPR & CCPA

Go to market anywhere in the world. Let us handle local compliance.

SOC-II (Type 2)

We are certified according to SOC-II (Type 2) security standards.

Fully audited

Annually audited by PwC, Google, and Microsoft.
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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