Meet Weflow, the Revenue Platform
Drive sales performance with our pipeline management & forecasting solution. Capture data, inspect deals, review pipeline health, and run your forecast process. All synced to Salesforce.
Designed to drive efficiency & predictability
Poor CRM data? Pipeline changes hitting you by surprise? Forecast calls cannot be trusted? Improve data quality, spot deals at risk, identify gaps in your pipeline, and forecast with accuracy.
Activity Capture
Automate data capture to surface insights
Improve your activity, deal, and pipeline data to run an insights-driven revenue process.
- Improve Salesforce hygiene with easy-to-use templates (MEDDIC, SPICED, etc.)
- Auto-sync emails, meetings, and contacts from Google Workspace or MS 365
- Track field changes and opportunity snapshots automatically
Deal Management & Insights
Inspect & mitigate deal risks
Understand deal health, risks, and suggested actions to increase win rate and quota attainment.
- Inspect deal velocity with signals, scores, and warnings
- Configure deal alerts to trigger actions
- Increase efficiency with faster updates & inspections
Pipeline Management & Analytics
Spot & fix pipeline gaps
Understand pipeline health, coverage, and risks to take action where needed.
- Track pipeline changes across time periods
- Compare performance metrics by team and reps
- Spot gaps in pipeline generation & coverage
Sales Forecasting
Improve forecast accuracy with an efficient process.
Simplify your roll-up process - from individual reps, up to the top-line call.
- Submit, review & adjust forecast calls
- Roll up forecast calls across your organization
- Compare calls against quotas, deal pacing, and AI prediction
Automate activity capture to surface insights
Auto-sync emails, meetings, and contacts from Google Workspace or Microsoft 365. Weflow attributes them to the right Salesforce objects.
- Permanently store activities in Salesforce
- Allows for standard Salesforce reporting on activities
- Admin console for central set-up and settings
Inspect and act on deal risks
Understand deal health, risks, and suggested actions to increase win rate and quota attainment.
- Inspect deal velocity with signals, scores, and warnings
- Configure deal alerts to trigger actions
- Increase efficiency with faster updates & inspections
Spot & fix pipeline gaps
Understand pipeline health, coverage, and risks to take action where needed.
- Track pipeline changes across time periods
- Compare performance metrics by team and reps
- Spot gaps in pipeline generation & coverage
Improve forecast accuracy with an efficient process.
Simplify your roll-up process - from individual reps, up to the top-line call.
- Submit, review & adjust forecast calls
- Roll up forecast calls across your organization
- Compare calls against quotas, deal pacing, and AI prediction
Loved by RevOps, revenue leaders, and reps alike
Easy to setup, configure, and adopt
Implementation & adoption
- 2 weeks time-to-value
- Intuitive interface that revenue teams love
- Pre-built templates for quick adoption
Security
- Automated user provisioning
- Data encryption at rest and in-transit
- Security, privacy, and compliance certifications
Integrations
- Bi-directional Salesforce integration
- Google Workspace & Microsoft 365
- Chrome Extension to take Salesforce records anywhere
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One tool for the entire revenue team
Revenue Leaders
- Deliver accurate forecasts
- Get visibility into deal, pipeline, and forecast health
- Improve win rates and quota attainment
Revenue Operations
- Improve Salesforce data quality
- Run a reliable forecasting process
- Increase rep and manager efficiency
Sales Managers
- Submit your forecast calls with confidence
- Spot deal risks and coach reps to closed-won
- Compare and drive rep performance
Account Executives
- Update Salesforce faster
- Focus on deals that matter
- Understand deal velocity
#1 for Ease of Use in Sales Performance Management report (G2)
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