Drive process compliance & CRM data quality

RevOps uses Weflow to enable Salesforce data capture, forecast accuracy, and process compliance.

Poor CRM data & process compliance is hurting your business

Poor Salesforce adoption, process discipline, and pipeline hygiene makes it hard to inspect deals, review pipelines, and forecast with accuracy.

Weflow is a tool to update, inspect, and forecast your sales pipeline. Built on top of Salesforce. Loved by reps & managers alike.

Capture Salesforce data
Drive process compliance
Improve forecast acccuracy

Run your forecast process in Weflow

Revenue teams use Weflow to submit, review, override, and track changes to their forecasts. All synced with Salesforce.

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Improve Salesforce data quality

Weflow automatically syncs rep activity to Salesforce - from pipeline edits, meeting notes, activity logs, Chatter, to email logging.

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

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Drive process adoption & compliance

Configure automations & warnings to alert your reps about to-dos to get deals done and follow the process. Use templates to operationalize sales methodologies (MEDDIC, SPICED, etc.).

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Increase sales productivity

Drive rep efficiency enabling reps to update Salesforce faster, focus on the right next step, and get the work done to close deals.

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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)

Frequently asked questions

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