Weflow Reviews & Product Details

I like the UI and the UX. It is intuitive and straight to the point. Moreover, you can have dashboards, reports prepared from the admin and let the Account Executive focused on their business. Review collected by and hosted on G2.com.

For a Salesforce expert that know the platform very well, you can feel frustated because you can't obviously and intentionnally do everything you can do within the main interface. Review collected by and hosted on G2.com.

the easy UI, where I am able to do everything I need Review collected by and hosted on G2.com.

so far nothing, I will definetly let you know if there is a problem Review collected by and hosted on G2.com.

Its automated logging, updates, and processes streamline everything, saving me valuable time. The platform's automated insights increase visibility, empowering me to make informed decisions. With Weflow, I close more deals efficiently. Also, the UI is beautiful. It's a game-changer! Review collected by and hosted on G2.com.

While it's difficult to find anything to dislike about this platform, if I had to mention a minor aspect, it would be that WeFlow is newer, so there are some bugs. However, WeFlow always catches them in a timely manner. Review collected by and hosted on G2.com.

I like that they give you special categories not found in SF designed to help you understand more about your pipeline. I wish they had more; it's the competitive advantage of using something like Weflow. Review collected by and hosted on G2.com.

I don't like that their significant tenet is connecting email. And that you need your office admin to approve it. My office admin doesn't want to approve non-corporate items, and if I'm trying to get ahead, I need to be able to work independently of them and leverage all the tools I can. Review collected by and hosted on G2.com.

We all want to have frictionless workflows that allow us to work how we work best. To get into our flow state. But how often do you hear sellers say Salesforce supports this? Likely never. Inevitably you're subject to the "sales police" that constantly keep an orderly Salesforce instance by reminding sellers to work in a certain way. If this is your reality, then Weflow is your solution. Weflow allows sellers to work how they work best. If a person is visual, then they can view their pipeline in a Kanban view. If they prefer to email directly from Gmail, no problem. The activity can automatically be logged in Salesforce. Weflow creates an almost ambient/ubiquitous interface for Salesforce that, at least for me, has dramatically increased the amount of data I store within Salesforce. It's also allowed me to manage my pipeline in a much more efficient way. Review collected by and hosted on G2.com.

I'd like to see more browser extension support. I believe it only supports Chrome browsers at the moment. Review collected by and hosted on G2.com.

Weflow absolutely has added value in that it brings a cleaner UX to all things Pipeline management. A more modern, sleek, UI with tabular list views is helpful. Review collected by and hosted on G2.com.

I ultimately ended up not pursuing this in my org for a couple of reasons: the cost, relative to the benefit is a bit high and we have a ton of validations in opportunity fields making some of the updates through the Weflow UI unviable. I am still a fan and encourage the team t continue developing this - particularly interested to see AI capabilites in the conversation itelligence realm. Review collected by and hosted on G2.com.

Weflow cuts down the number of hours I spend in SFDC. Being able to intuitively create pipeline views and different templates (notes, sidebar, etc.) is one of my favorite features. Rather than having to navigate back and forth between different SFDC pages and reports, I can quickly filter down and organize the views with the fields I need. Super helpful for opportunity management or doing pipeline reviews. On top, the different Weflow fields (waning fields, activities, etc.) give me better visibility into deals. Review collected by and hosted on G2.com.

I would not say that there is something that I dislike. As a young company, they are super quick in personal customer service and have time to walk you through different features Review collected by and hosted on G2.com.

I have all my SFDC opportunities, notes, activities in one place and can easily create filter views that coverexactly my needs. Also being able to edit everything in-line is massively useful for me and saves me and my team a ton of work. Review collected by and hosted on G2.com.

It's less of off a dislike and more a feature request. I believe complex oppty workflows/playbooks are not yet being included such as MEDDIC playbook e.g. which would add addditional value Review collected by and hosted on G2.com.

Able to do bulk updates that used to take half a day; now, it is done in under a minute. Considerable savings in time. Review collected by and hosted on G2.com.

Tools like outreach and inContact are not integrated into Weflow, so you have to go back to Salesforce to contact the customer. In addition, I would like to have the Home page be a dashboard to show contacts, tasks, and accounts, which are my priority. Review collected by and hosted on G2.com.

The ability to edit Salesforce accounts, contacts, and leads directly from the browser view not only saves a lot of time by eliminating the need to access Salesforce separately, but the various reports, dashboards, and views are why I love using Weflow. I have all the information I need about my accounts and leads at any time, and it's much more transparent than in Salesforce itself. Review collected by and hosted on G2.com.

There is actually nothing I don't like. In the beginning, it took me some time to get used to the new view and the different way of working. However, when I did, after a very short period of time, I haven't found any aspects that I don't like. Review collected by and hosted on G2.com.