Advanced pipeline management & forecasting - Manage, review, and forecast your pipeline with 50+ signals, AI insights, and effective workflows to drive efficiency & predictability
Advanced pipeline management & forecasting - Manage, review, and forecast your pipeline with 50+ signals, AI insights, and effective workflows to drive efficiency & predictability
Weflow is a specialized platform designed for advanced pipeline management and sales forecasting, primarily aimed at B2B companies. It enhances the efficiency and predictability of sales processes by integrating various functionalities that streamline data management and insights generation.
♦ Automated Activity Capture
♦ Data-Driven Deal Reviews
♦ Pipeline Management
♦ Sales Forecasting
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✅ Auto-sync emails, calendars & contacts
✅ Permanently stored in Salesforce
✅ Allows for standard Salesforce reporting
✅ Attribute activities to opportunities
✅ Google Workspace / MS 365 integration
Everything in Activity Capture, plus:
✅ Pipeline management
✅ Deal management
✅ Deal insights, signals & score
✅ Configurable warnings & alerts
✅ Unlimited templates
✅ Salesforce custom objects
✅ Admin console for central setp & control
Everything in Deal Insights & Pipeline Management, plus”
⚡ Submit, review, and adjust forecast calls
⚡ Multiple automated roll-ups
⚡ AI prediction
⚡ Pipeline analytics
⚡ Forecast pacing
⚡ Field history tracking & snapshots
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