# Weflow Reviews **Vendor:** Weflow **Category:** [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 90 ## About Weflow Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture - Conversation Intelligence - Deal Intelligence & Forecasting Pick single products from above or bundles to save: - Activity & Conversation Intelligence - Revenue AI Platform Transparent pricing, no platform fees. Premium support included. Learn more on: getweflow.com ## Weflow Pros & Cons **What users like:** - Users value the **80% increased data accuracy** Weflow offers, enhancing conversations on pipeline management and forecasting. (1 reviews) - Users value Weflow for its **enhanced data accuracy** , facilitating better communication between revenue leadership and sales teams. (1 reviews) - Users commend Weflow for its **effective customer support** , making data access seamless and improving overall productivity. (1 reviews) - Users value the **80% data accuracy** of Weflow, enhancing communication between revenue leadership and sales reps. (1 reviews) - Users find Weflow's **ease of use** enhances data accuracy and fosters better collaboration between revenue teams. (1 reviews) - Forecasting (1 reviews) - Forecasting Ease (1 reviews) - Integrations (1 reviews) - Pipeline Management (1 reviews) - Salesforce Integration (1 reviews) **What users dislike:** - Users find Weflow to be just another **widget on Salesforce** , which adds complexity rather than streamlining processes. (1 reviews) ## Weflow Reviews ### 1. Weflow - Simplifying Salesforce Administration **Rating:** 4.5/5.0 stars **Reviewed by:** Robert V. | Director of Sales - Utilities, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Weflow?** As a Sales Director, Weflow has helped me forecast more reliably while saving a significant amount of time. Besides that, in enabled me to always have an overview over the pipeline without having to deal with Salesforce’s displeasing interface. WeFlow also adds a number of useful views that help me better identify risks early on. Overall, it has saved me a tremendous amount of time in updating forecasts and tracking changes through their google extension and the two-way integration with Salesforce. **What do you dislike about Weflow?** SO far my experience with Weflow has been an exercise in satisfaction. I can't think of any "must-have" items that it is missing today. **What problems is Weflow solving and how is that benefiting you?** Weflow's seamless integration with Salesforce ensures that our data is always up-to-date and accurate. This has been a game-changer for us, especially in the realm of forecasting. Before using WeFlow, tracking and analyzing forecasts could be time-consuming and burdensome. Further, due to incomplete or outdated data, managing large numbers of complex, enterprise-scale opportunities was a challenge, leaving me conserned that something would be missed. Weflow has simplified this process, and provided me with real-time insights that enable me to make the right decisions in the right moment. **Official Response from Janis Zech:** > Hi Robert, Happy to hear that WeFlow helps you identifying risks and save time. Let us know if features come to your mind that you would like to see. Thanks for your feedback! Janis ### 2. Game Changer for sales and rev opps **Rating:** 5.0/5.0 stars **Reviewed by:** Javier M. | Head of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Weflow?** We use we flow to primary remove the friction of updating opps in salesforce CRM on a manual basis, having an easy access tool always on to keep things up to date improve time to insights, so we can take faster and more informed decisions, also their visualisation capabilities are very good to have both easy and deep understanding of pipe management. **What do you dislike about Weflow?** The team it's extremley helpful on getting feedback and improving if there are things **What problems is Weflow solving and how is that benefiting you?** Forecasting it's always hard to track and analised if the data it's incomplete or up to date, we flow help us keep this up to date on a very simple way. Pipeline Management was hard to get it right since the visibility into deals was not accurate and up to date, we flow really stands out with their auomation tracking and seemless updated options on a deal level with our CRM. ### 3. Connecting Sales and Revenue Teams -Β  Ensuring Effective Workflows from A-Z **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Weflow?** As a founder, I found that WeFlow combines the best of Sales enablement, management tools and forecasting in one tool, which helped our sales / revenue team connect way better. The Sales reps update contact/ deal data much more now as it goes seamless and quick for them, which means that data hygiene improved tremendously. This makes it easier for revenue to have an overview over the pipeline, be aware where opportunities and risks lie and make way more accurate forecasts, also directly through the forecasting in WeFlow. All in all, streamlines a seamless workflow from A-Z for Revenue and Sales. Great UX and UI, especially in comparison to salesforce. **What do you dislike about Weflow?** Our sales reps would like to see an embedded dialing feature in the extension. **What problems is Weflow solving and how is that benefiting you?** Fixed gaps in pipeline overview/forecasting caused by outdated or missing deal and contact details. Now, all important data is always up-to-date and all in one place (in Weflow but also Salesforce at the same time). Pipeline overview and accurate forecasting with ease. **Official Response from Janis Zech:** > Good to hear that you could improve data hygiene and make more accurate forecasts! πŸ™Œ Stay posted for what else is to come. ### 4. Saves tons of time on admin **Rating:** 5.0/5.0 stars **Reviewed by:** Alisson C. | GTM UK team - Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Weflow?** It's really easy to use, and has considerably reduced my admin time. We use Salesforce internally, and updating opportunities, forecasts and accounts always takes ages, you don't always have edit rights on lists, and it's frankly unintuitive! We implemented WeFlow and integrated it with SF and I can now update all my opps interactively, instantly, and have a really clean view of all of my opps. **What do you dislike about Weflow?** There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with WeFlow. But it hasn't been a massive issue and it's the only dislike I can think of ... **What problems is Weflow solving and how is that benefiting you?** Reducing admin, streamlining workflows. I can spend more time working on meaningful and impact full activities **Official Response from Janis Zech:** > Hey Alisson, Thank you for taking the time to share your feedback! 🌟 Great to hear that you could drastically reduce the time for admin tasks and find the experience intuitive and clean. Of course, our engineering team is constantly working to decrease the time needed for syncing. We hope we can keep making your life easier! ### 5. Considerably reduced my admin time **Rating:** 4.5/5.0 stars **Reviewed by:** Sam F. | Mid Market Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Weflow?** Hands down it has to be how much time it saves me spent updating Salesforce. As an AE I've usually got back to back meetings and calls all day, the few hours a week Weflow gives back to me is so valuable. No more wasting time toggling between salesforce and other sheets to keep my pipeline organised and CRM up to date. I also appreciate the simplicity of the UI - its just brilliant and love the ease at which I can view and fly through any required updates. Super easy to connect an get started with. I understood and took to it in minutes. Overall it just helps me operate with much more focus and efficiency - to the point where I now actually enjoy updating my pipeline. I hardly use Salesforce directly at all nowadays. **What do you dislike about Weflow?** Honestly there's not much, but if I had to stretch to find something, I wish the mobile app worked a bit snappier. But that's really nitpicking - it still gets the job done from anywhere. And I know they're constantly improving based on user feedback, so it's bound to get even better. **What problems is Weflow solving and how is that benefiting you?** As an account executive, my top priority is closing deals and hitting my sales targets. However, I was finding it really challenging to keep on top of all the admin that entails, like updating opportunity stages and deal notes in our CRM. Weflow has solved this problem for me in a few key ways: It integrates seamlessly with my CRM (Salesforce in my case) to automatically sync updates. This saves me hours each week that I can now spend actually selling. The templates and guided fields mean I can capture all necessary deal info quickly without wasting time reformatting. Signals and alerts highlight any risks or changes to deals so I can proactively address issues rather than being caught off guard. Insights into how my pipeline and performance compare over time help me optimize my process. With Weflow taking care of the admin burden behind the scenes, I now have the time, data and visibility to focus my efforts where it really counts - managing deals from opportunity to close. **Official Response from Janis Zech:** > Hi Sam, Great to hear your feedback! πŸ™ We're glad that WeFlow can save you several hours a week and was super easy to implement, integrating seamlessly with Salesforce. We appreciate your feedback on the mobile app and are continuously working to improve it. Thanks again! ### 6. You NEED this magnificent tool to simplify Salesforce - AND your whole business life. **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen L. | Managing Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Weflow?** It simplifies my life TREMENDOUSLY! With ease, weflow facilitates quick drops of important data into Salesforce from the many apps and web pages that we navigate through during our workday. In my daily practice I can easily create new contacts, tasks and opportunities, as well as update records - all without leaving the app or website I am focused on. **What do you dislike about Weflow?** I have not found a flaw in this product as of this moment. I'll keep you posted! **What problems is Weflow solving and how is that benefiting you?** Continuous flow of work tasks across multiple platforms, apps and websites is a breeze. Weflow sits in the background, eagerly waiting for important customer and account contact information to be properly placed in my CRM. ### 7. Time reducing for admin actions ! **Rating:** 4.0/5.0 stars **Reviewed by:** Alexis K. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Weflow?** This software is very easy to use and has greatly reduced the time I spend on administrative tasks. Internally, we use Salesforce, but updating opportunities, forecasts, and accounts is often time-consuming, in addition to problems with write access and a lack of intuitiveness. We decided to use WeFlow and connect it with Salesforce. We also use it every day to automate the task creation based on activities sent from Gmail. We also receive some explanation on 'How to use' from the Customer support. **What do you dislike about Weflow?** At this time there is nothing that I dislike for the available functionalities. **What problems is Weflow solving and how is that benefiting you?** The email activities logging as record in Salesforce is not available with standard feature. Weflow allow us to bypass this **Official Response from Janis Zech:** > Hi Alexis, Happy that you like the email activities logging feature and also had a good experience with our support. Keep us posted on functionalities you are missing! Thanks for taking the time to give us feedback. Cheers, Janis ### 8. A Seamless Workflow Companion **Rating:** 4.0/5.0 stars **Reviewed by:** Timon E. | IT Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2023 **What do you like best about Weflow?** WeFlow is an exceptional workflow companion that has significantly streamlined my daily tasks and boosted my productivity. From its intuitive interface to its powerful features, WeFlow has quickly become an essential tool in my digital arsenal. One of the standout features of WeFlow is its effortless task management. The platform's clean and user-friendly design allows for easy task creation, organization, and tracking. I particularly appreciate the ability to categorize tasks, set due dates, and prioritize them. This has transformed the way I approach my workload, enabling me to stay on top of assignments without feeling overwhelmed. Collaboration is a breeze with WeFlow. The seamless sharing and collaboration tools have simplified group projects and improved team efficiency. Real-time updates ensure everyone is on the same page, and the integration of comments and annotations makes feedback exchanges efficient and clear. WeFlow's integration capabilities are truly remarkable. The platform effortlessly syncs with various applications I use daily, such as calendar tools, note-taking apps, and cloud storage services. This integration has saved me valuable time by centralizing all my information in one place, eliminating the need to switch between different platforms. The customization options in WeFlow cater to individual preferences and working styles. Whether you prefer a minimalist layout or need an array of color-coded labels, WeFlow provides the flexibility to tailor the interface to your liking. This adaptability enhances the user experience and adds a personal touch to your workflow. Moreover, WeFlow's robust analytics feature offers valuable insights into your productivity patterns. Tracking your progress, identifying bottlenecks, and recognizing your peak performance times have never been easier. These insights empower you to fine-tune your workflow and optimize your efficiency over time. In conclusion, WeFlow is a game-changer for anyone seeking a polished, efficient, and versatile workflow companion. Its user-friendly design, collaborative prowess, seamless integrations, customization options, and insightful analytics combine to create a truly indispensable tool. WeFlow has not only enhanced my productivity but has also transformed how I approach my daily tasks. I wholeheartedly recommend WeFlow to professionals and individuals alike. **What do you dislike about Weflow?** While WeFlow offers an impressive array of features and benefits, there are a few areas that some users might find less appealing or could potentially be improved upon: Learning Curve: For users who are new to task management and workflow tools, WeFlow's initial learning curve might feel a bit steep. The abundance of features and customization options could be overwhelming at first, leading to some confusion and requiring time to become fully accustomed to the platform. Mobile App Experience: While WeFlow's web interface is robust and well-designed, the mobile app experience might be less polished in comparison. Some users have reported occasional glitches, slower performance, or a slightly less intuitive user interface on mobile devices. Pricing Structure: WeFlow offers different pricing tiers with varying features, which is common among similar software. However, some users might find the pricing slightly higher compared to competing tools, especially if they require advanced features that are only available in higher-priced plans. Limited Offline Access: WeFlow's dependency on an internet connection could be a drawback for users who need to access their tasks and workflows while offline. A more robust offline mode or synchronization functionality could be beneficial for those working in environments with intermittent internet connectivity. Integration Depth: While WeFlow boasts integrations with several popular apps and services, some users might find that certain integrations lack depth or customization options. Improving the depth and flexibility of integrations could make the platform even more versatile for a broader range of users. Customer Support: While WeFlow offers customer support, some users have reported mixed experiences with response times and issue resolution. Enhancing the responsiveness and effectiveness of customer support could lead to a more positive overall user experience. **What problems is Weflow solving and how is that benefiting you?** Task and Pipeline Management: Sales managers often have to juggle multiple leads, deals, and tasks simultaneously. WeFlow's task management and pipeline tracking features help sales managers organize and prioritize their workload. This ensures that no opportunities fall through the cracks, leading to improved sales conversion rates and revenue. Collaboration and Communication: Sales is a collaborative effort involving various team members, from sales representatives to marketing and support. WeFlow's collaboration tools allow sales managers to seamlessly communicate with team members, share updates, assign tasks, and provide real-time feedback. This streamlines the sales process, enhances teamwork, and accelerates deal closures. Time Management and Productivity: Sales managers often face time constraints and the pressure to meet targets. WeFlow's time management features, including task prioritization, scheduling, and productivity insights, help sales managers allocate their time effectively. This results in improved productivity, better use of resources, and the ability to focus on high-impact activities. Analytics and Reporting: WeFlow's analytics capabilities offer sales managers valuable insights into their team's performance, deal progression, and individual contributions. This data-driven approach allows sales managers to identify strengths, weaknesses, and bottlenecks in the sales process. By leveraging these insights, sales managers can make informed decisions to optimize sales strategies and drive revenue growth. Workflow Customization: Every sales team operates differently, and customization is crucial. WeFlow's ability to tailor workflows and processes to the specific needs of a sales team is highly beneficial. Sales managers can configure WeFlow to mirror their unique sales process, ensuring that the platform aligns seamlessly with their team's workflow ### 9. Productivity Boost for Salesforce-Ninjas! **Rating:** 5.0/5.0 stars **Reviewed by:** Peter M. | Enterprise Account Director DACH, Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Weflow?** I am impressed by the great usability and speed at which Salesforce lists can be updated & edited. There is everything I need from Salesforce without the hassle of building cumbersome reports or dashboards. **What do you dislike about Weflow?** There is still some areas within Salesforce that provide a better overview - like stages in opportunities or for lead management that could be visualised better. **What problems is Weflow solving and how is that benefiting you?** Weflow provides an unmatched usability when it comes to creating editable salesforce lists/reports to handle opportunities, leads & prospects, but also existing accounts and contacts. My weekly activity and pipeline update has never been so easy. ### 10. Great product, super helpful team **Rating:** 5.0/5.0 stars **Reviewed by:** Ian U. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2023 **What do you like best about Weflow?** The interface is so easy to use. I save so much time using Weflow rather than Salesforce directly. **What do you dislike about Weflow?** Some very minor workflow tweaks I would like to see. I've shared the feedback and the team has been incredibly responsive in responding and fixing. **What problems is Weflow solving and how is that benefiting you?** Weflow primarily helps me save a few hours a week by being a much cleaner, faster alternative to Salesforce. SF is so slow and clunky. The Deal Quality/Forecast/Signals features also allow me to better understand my company's deals, evaluate pipeline and flag missing info, ultimately leading to better performance. **Official Response from Janis Zech:** > Hey Ian, Good to hear that you are happy with the product and our support πŸ˜‡ We're glad that you could improve forecasting and better see signals while saving time using WeFlow. Thanks again for taking time to share your feedback πŸ™πŸ» It helps us a lot. Cheers, Janis ### 11. Great Tool to help having a Salesforce updated! **Rating:** 4.5/5.0 stars **Reviewed by:** Kamel K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Weflow?** 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. **What do you dislike about Weflow?** 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. **What problems is Weflow solving and how is that benefiting you?** Make any Sales reps completing information with emails, notes, and more, automatically uploaded in the CRM. You don't waste time in repetitive tasks, Weflow does it for you. ### 12. fast and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Giuseppe L. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Weflow?** the easy UI, where I am able to do everything I need **What do you dislike about Weflow?** so far nothing, I will definetly let you know if there is a problem **What problems is Weflow solving and how is that benefiting you?** Weflow is solving the problem of not being able have a clear visibility of my current deals ### 13. A game-changing tool that helps streamline your sales process! **Rating:** 5.0/5.0 stars **Reviewed by:** Kole S. | Growth Account Executive 2, Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Weflow?** 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! **What do you dislike about Weflow?** 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. **What problems is Weflow solving and how is that benefiting you?** Weflow effectively solves the problem of inefficient sales processes by streamlining tasks, automating logging and updates, providing automated insights, and saving time. It addresses the challenges of manual data entry, time-consuming analysis, and lack of visibility, ultimately helping me increase productivity, make informed decisions, and close more deals. **Official Response from Janis Zech:** > "With Weflow, I close more deals efficiently." - we love that! ✨ Thanks for your fantastic review and feedback, Kole. ### 14. Weflow combines many of my favorite features from its competitors into one **Rating:** 3.5/5.0 stars **Reviewed by:** Zachary H. | Director of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Weflow?** 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. **What do you dislike about Weflow?** 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. **What problems is Weflow solving and how is that benefiting you?** Viewing the pipeline as a spreadsheet helps move through deals quickly and efficiently. It makes me much more productive because I can do things a lot faster than in SFDC. **Official Response from Janis Zech:** > Hey Zachary, Thanks for your valuable feedback.πŸ™ We're glad to see that our Weflow fields help you understand more about your pipeline. We'll soon introduce new features for even more pipeline insights. Excited to hear your feedback once launched. Also thanks for pinpointing areas for improvement. The email and calendar integrations are certainly an essential part of Weflow that not only make activity logging faster but also ensure better Salesforce data hygiene. We understand that some teams require admin approval to make it work so if there's any way to support you (or your admin), please let us know via hello@getweflow.com πŸ‘ˆ Thanks again for taking the time to share your experience. ### 15. Get and stay in your sales flow! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2023 **What do you like best about Weflow?** 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. **What do you dislike about Weflow?** I'd like to see more browser extension support. I believe it only supports Chrome browsers at the moment. **What problems is Weflow solving and how is that benefiting you?** As already noted, Weflow embeds Salesforce within the tools and services that I use to get work done. No longer do I have to context switch out of an app, log into Salesforce, click through a bunch of screens - all just to update an opportunity. **Official Response from Janis Zech:** > Awesome review, thank you! πŸ™ Many teams that implemented Weflow report the same before-and-after pipeline management experience. Glad to see how we were able to help you update Salesforce faster and foster better data hygiene. ### 16. Helpful add on to your Salesforce ecosystem **Rating:** 4.5/5.0 stars **Reviewed by:** Pablo G. | Senior Director of Sales Operations, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Weflow?** 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. **What do you dislike about Weflow?** 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. **What problems is Weflow solving and how is that benefiting you?** Beneficial to simplify, modernize , and augment user interaction and adoption with CRM. **Official Response from Janis Zech:** > Hi Pablo! Great to hear that WeFlow could help you increase Salesforce adoption and improve pipeline management.πŸ™Œ Thanks for your open feedback in regards to the validations. WeFlow does support validations, but if there is anything in specific you are missing to make this feature more seamless, we would be happy if you would let us know via hello@getweflow.com. Feel free to follow us on LinkedIn and Co. to hear about updates and new features coming! πŸš€ ### 17. A powerful tool to get SFDC work done & gain deal visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Leora B. | VP Marketing, Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Weflow?** 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. **What do you dislike about Weflow?** 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 **What problems is Weflow solving and how is that benefiting you?** Weflow amplifies opportunity management in Salesforce and allows for better pipeline and deal visibility. It elevates my daily work as it allows me to update my pipeline faster (through note or sidebar templates or by using the Chrome Extension, etc.). **Official Response from Janis Zech:** > Hey Leora, Thanks for your fantastic review. Great to see how Weflow helps you with opportunity management and deal visibility. πŸ”­ If there's any way we can help, let us know at hello@getweflow.com Thanks again! ### 18. Easy to use opportunity management and SFDC workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Etienne S. | Head of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Weflow?** 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. **What do you dislike about Weflow?** 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 **What problems is Weflow solving and how is that benefiting you?** Main problem being solves is that my team and I do not need to login into SFDC anymore to update our opportunities and accounts. Everything is in one place and easy to edit and usable for forecasting. **Official Response from Janis Zech:** > Hi Etienne, Thanks for your awesome feedback. Great to see how you use Weflow to swiftly manage your opportunities, create different views, and prepare your forecasting. πŸ™Œ Regarding your point on reflecting MEDDIC (or any other sales methodology) with Weflow: most of our users actually do so! For instance, you can set up different templates (notes, pipeline view, side panel) that entail the relevant MEDDIC fields. Setting this up only takes a few minutes and allows you to quickly update and observe MEDDIC fields. Of course, we're constantly improving the use of playbooks with Wefow - stay tuned for what's to come. If you have questions about the setup, let us know at hello@getweflow.com. Again, thanks for your feedback.πŸ™ ### 19. Manage your Salesforce Data 10x Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Brett J. | Senior Business Development Rep , Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Weflow?** Able to do bulk updates that used to take half a day; now, it is done in under a minute. Considerable savings in time. **What do you dislike about Weflow?** 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. **What problems is Weflow solving and how is that benefiting you?** Saving me time in processes that take hours in Salesforce can be done within seconds on Weflow. I can customize the data I need to see quickly to be efficient at my job. **Official Response from Janis Zech:** > Hey Brett, Appreciate your awesome review and your valuable feedback! It's great to see how Weflow gives you back time to move deals instead of updating Salesforce.🌟 Regarding the home page - you can access your personal home page via: app.getweflow.app/home This dashboard currently entails your saved pipeline views, notes, tasks, and inbox. However, we're constantly working on improving it and making it more relevant to your specific needs. Let us take it from here, along with your feedback on the integrations. In any case, feel free to shoot us an email at hello@getweflow.com if you have more feedback or need any help setting up your instance. Again, thanks for sharing your experience with Weflow! ### 20. The best chrome extension for Salesforce I've ever seen! **Rating:** 5.0/5.0 stars **Reviewed by:** Niklas T. | KAM, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Weflow?** 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. **What do you dislike about Weflow?** 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. **What problems is Weflow solving and how is that benefiting you?** Working with Weflow saves me from having to access Salesforce directly, which always took a long time due to the large amount of data in Salesforce. Furthermore, I can process several different accounts, opportunities and leads very quickly without being interrupted by loading times. The resulting time savings have already had a significant positive impact on my workload in the first week. **Official Response from Janis Zech:** > Hey Niklas, Appreciate your kind words and feedback. Cool to see that you got so much out of Weflow in such a short amount of time. Layering reports on top of fast Salesforce updates is certainly a great step to ace your pipeline. 🌟 ### 21. Seamless Sales Workflow Management with WeFlow **Rating:** 4.0/5.0 stars **Reviewed by:** Dave M. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Weflow?** I recently had the pleasure of using WeFlow, a comprehensive workflow management tool, and I must say, it has revolutionised the way I get work done. With its intuitive interface and powerful features, WeFlow has become an essential part of my daily operations. **What do you dislike about Weflow?** Not much to dislike, I feel like it has taken the best bits from tools like dooly, peopleAI, scratchpad etc and made them all better and all in one on place in weflow **What problems is Weflow solving and how is that benefiting you?** It is saving me a lot of time doing meticulous sales admin - giving me make a ton of time to do the important pipeline generation that needs to be done in my role **Official Response from Janis Zech:** > Hey Dave, Great feedback - thank you! πŸ™ We hope to make your day-to-day work even easier and save you even more time as we build new, cool features. Stay tuned! ### 22. The best UX experience with the power of Salesforce! **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea M. | SMB Restaurant Support Associate, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Weflow?** As an account manager, I've found that Weflow's Salesforce command centre has been a game changer for me. What I like best is how easy it is to look at my contacts and manage my follow-ups. Before using Weflow, I was constantly clicking around Salesforce, trying to find the information I needed. It was time-consuming and often frustrating. But with Weflow, everything is laid out clearly and concisely, making it easy to stay on top of my accounts. One example that comes to mind is when I had a call scheduled with a key account, but I had forgotten to prepare for it. With Weflow, I quickly reviewed my notes and past interactions with the account, as Weflow has a better overview layout, so I felt more prepared for the call. Everything went so smoothly and I felt more confident in my ability to manage the account. Overall, I highly recommend Weflow to anyone who needs to manage their Salesforce pipeline, notes, and tasks. It's made my job as an account manager much easier and less cluttered. **What do you dislike about Weflow?** While I generally find Weflow to be a very useful tool for managing my Salesforce tasks, notes, and pipeline, there are a few things that I think could be improved. For example, I have noticed that some of the features can be a bit buggy at times, which can be frustrating when I am trying to get work done quickly. Additionally, while the task manager is helpful, I sometimes wish there were more batch edit features so that I could update multiple tasks at once. One other feature that I would really appreciate is one-click telephony out of the box. As an account manager, I often need to call my contacts, and having a built-in telephony feature would be incredibly convenient. At the moment, I have to juggle around between Weflow and Salesforce to make calls, which can slow me down. **What problems is Weflow solving and how is that benefiting you?** As an account manager, one of my biggest challenges is keeping track of all my contacts and managing follow-ups efficiently. Weflow has been a game changer in solving this problem for me. With its powerful command center, I can easily view my pipeline, create notes, manage tasks, and add new records - all synced with Salesforce in real time. The time-saving benefits of using Weflow are immense. I no longer have to spend hours updating Salesforce manually. Instead, I can easily log emails from Google Workspace/Gmail to Salesforce, use templates to qualify deals, structure meetings, and streamline data capture. Plus, with the ability to make Salesforce updates while writing notes, I can focus on my work without having to switch back and forth between different applications. Overall, Weflow's ability to simplify Salesforce management has significantly benefited me as an account manager. It allows me to be more productive, efficient, and, ultimately, more successful in my role. **Official Response from Janis Zech:** > Hey Andrea, Thank you so much for taking the time to review Weflow. I wanted to let you know that we just added click-to-call. You can access it via the panel (it's an icon with a telephone). Weflow will automatically scan for phone numbers and use your browser (or any extension you may have configured) to initiate the call. As for the buggy features, I would love to hear more about this. If you don't mind, we can set up a time for a quick debugging session via hello@getweflow.com. Thank you for using Weflow! πŸ™Œ ### 23. Get sales reps to love you, again! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Weflow?** As a Revops leader it helps me create stronger bridges between the revenue leadership and sales reps; by removing the friction of getting right data and activity into the CRM. Salesforce, thats lost its charm of being agile and friendly when it comes to interface, weflow come-in with 80% more data accuracy to drive better conversations around pipeline management and forecasting. **What do you dislike about Weflow?** That it's still another widget on salesforce. **What problems is Weflow solving and how is that benefiting you?** Weflow is helping drive accuracy towards pipeline management, data driven -coaching and driving comfort on forecasting conversations that we are not running on sandy surface but solid ground. **Official Response from Janis Zech:** > We're happy you could improve the connection between the sales reps and revenue leadership, and at the same time increase data accuracy by 80% 😎 Stay tuned for more to come! ### 24. Great tool to simplify Salesforce and keep it updated! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Weflow?** The interface and setup is very intuitive and therefore user friendly. Adoption is across teams very good and errors went down. Since we used it there were little to no complains. **What do you dislike about Weflow?** Very honest there is not much that is useless or at least I didn't come across. Some of the filters are repetitive and could be automated more but that is only a very little 'complain'. **What problems is Weflow solving and how is that benefiting you?** It simplifies the workflows in Salesforce that are quite heavy and therefore the data is not always accurate. It helps us to focus on the GTM functions of Salesforce and therefore increases the sales performance overview. ### 25. My favourite pipeline management tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua E. | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Weflow?** - Cleanest UX/UI (I've tried most of the other tools out there before finding Weflow) - Google Calendar Integration - Ability to forecast (without the pain of clicking around in Salesforce) - Inline editing makes managing a book of business so much easier - Custom views/panels on Accounts/Opportunities increase efficiency **What do you dislike about Weflow?** - No downsides to using Weflow so far (The Weflow team are proactive in seeking feedback which is awesome) **What problems is Weflow solving and how is that benefiting you?** Mainly, I no longer lose hours on Salesforce admin each week. Weflow increases efficiency across all sales cycle stages, from cleaning my book of business to note-taking throughout the process and speeding up forecasting. **Official Response from Janis Zech:** > Hey Joshua, Thanks for sharing your experience. ✨ We're stoked to see how Weflow increases efficiency and eases forecasting for you. There's still so much more to come that allows you to protect your selling time and ace your pipeline. Stay tuned! ### 26. Great tool to focus on the important things! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Weflow?** The ability to customize the interface as you like and to highlight the content that is really important. Also the seamless integration of Salesforce. **What do you dislike about Weflow?** There's not really something I don't like. **What problems is Weflow solving and how is that benefiting you?** Great user interface which makes it easy to have a clear overview about the key components. **Official Response from Janis Zech:** > Thanks for your review! Happy to gear that you are enjoying the interface and the seamless integration. Best, Janis ### 27. Outstanding customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Weflow?** Great customer support, the team is always available to hear feedback, make changes/improvements to the platform and help out identifying best use cases. Intuitive platform overall! **What do you dislike about Weflow?** Still need to figure out how to best leverage the analitycs/forecasting elements on weflow and how to manage reps that work across regions and have split targets. **What problems is Weflow solving and how is that benefiting you?** Very easy view of pipeline and easy platform to run pipeline reviews with my team. It is saving me a ton of time and adding clarity compared to using salesforce. ### 28. Weflow is an must have sales add on **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander K. | Snr Account Manager - Scale Ups , Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2023 **What do you like best about Weflow?** Weflow is an amazing tool for managing your pipeline and opportunities. It has a bunk upload feature that saves a lot of time, and its one UI means you don't have to switch between different applications. This makes sales day-to-day a lot easier. I highly recommend Weflow to anyone looking for a powerful and user-friendly sales management tool. Weflow is a powerful tool that can help businesses of all sizes improve their sales performance. The platform is easy to use and can be customized to fit the needs of any business. If you're looking for a powerful and user-friendly sales management tool, Weflow is a great option. **What do you dislike about Weflow?** Nothing all is fantastic and it all works **What problems is Weflow solving and how is that benefiting you?** managing your pipeline and opportunities. It has a bunk upload feature that saves a lot of time, and its one UI means you don't have to switch between different applications. This makes sales day-to-day a lot easier. **Official Response from Janis Zech:** > Appreciate your fantastic feedback, Alexander. Happy to see that it makes your day-to-day work a lot easier so you can focus on moving deals instead of spending time on admin work.🀝 ### 29. Great way to save time and keep your Salesforce Pipeline clean **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Pablo C. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Weflow?** Their integration with Salesforce is well-made, the UX/UI is very friendly, and it's straightforward to learn and use. I was impressed by the ability to keep my Salesforce instance clean easily and the support from Landon and Janis was superb. **What do you dislike about Weflow?** It has still a lot of room for improvement, but it's a promising tool for reps that have a lot of fields to complete on Salesforce. **What problems is Weflow solving and how is that benefiting you?** I'm visual, and Salesforce is not the most user-friendly tool. I leverage Weflow to help me with all the mandatory fields I must complete in each opportunity while saving time and making it more appealing than doing it on Salesforce directly. **Official Response from Janis Zech:** > Thanks for your kind words, Juan! Happy to see how Weflow helps you keep your Salesforce pipeline clean. 🀝 ### 30. Great system for high-speed selling experience **Rating:** 5.0/5.0 stars **Reviewed by:** Stephan N. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Weflow?** The system is very intuitive to use and is a great addon for your Salesforce instance. It gives an easy-to-use overlay and direct access to lists and other views that you can edit and manipulate directly from the overlay itself with much ease. It is particularly useful for Salesforce environments that are quite complex and, thus, not as easy to navigate for a standard user. Weflow respects fields, validation rules, and many more. **What do you dislike about Weflow?** Nothing in particular; more like a recommendation or feedback, is to figure out a value prop for teams whose Salesforce instance is rather straightforward and not as complicated; it would be ideal to tackle problems such as: - Salesforce's kanban view for opportunities only shows 200 records at a time. Let's work around this limitation and push that as a prop. - Display Sales Velocity, stagnated opportunities, and have a detailed visibility highlighting what needs actions where and why. **What problems is Weflow solving and how is that benefiting you?** Weflow solves the problem of overly complex Salesforce productions environments that aren't very user friendly for teams to use and work through. It enables users to swiftly manage and go through their lists and pipelines with more ease, make updates, edits, mass or individual, and much more. Essentially it is a very solid quality of life feature. ### 31. Excellent for BDRs! **Rating:** 4.5/5.0 stars **Reviewed by:** Gabriela C. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Weflow?** As a BDR, I use these features in my daily work flow: 1. Tasks. With WeFlow, I can see which tasks are coming up right in front of me instead of digging through Salesforce and/or Outreach. It keeps me more organized in my daily role. 2. Pipeline. The feature allows me to search through Salesforce for accounts that haven't had activity for a while. For old opportunities, this has been such a great feature. I can now easily ensure I reach prospects that may have fallen through the cracks. 3. Opportunity fields. With the chrome extension, I can easily change multiple aspects in Salesforce without having to look up each account or contact to make changes manually. It sets up Salesforce as a spreadsheet, allowing you to make changes easily. For prospecting, this has saved me a BUNCH of time. I recommend WeFlow for BDRs who value organization and efficiency in their role. **What do you dislike about Weflow?** Not much yet. I know WeFlow is new, so I'm excited to see what's up and coming in the future. **What problems is Weflow solving and how is that benefiting you?** Data hygiene. As a BDR, having SalesForce updated and accurate is a must. When looking for opportunities that have slipped through the cracks, Weflow has made keeping data up to date. As I'm looking at many accounts and contacts per day, Weflow has allowed me to keep all the notes on my prospects more accurate. Time. I've saved a lot of time using Weflow. As a BDR, we have a lot of tech stack under our belt. Weflow makes going from one tool to another much more effortless. It has allowed me to use more time in actually contacting prospects. ### 32. Must-have for revenue teams **Rating:** 5.0/5.0 stars **Reviewed by:** RenΓ© K. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Weflow?** Weflow's user experience is comparable to updating a spreadsheet - as opposed to opening up tons of SFDC tabs to update every single contact, account, opportunity, or task. Those kinds of core to-dos are certainly important but truly cumbersome in Salesforce. With Weflow, I can do my housekeeping tasks in no time. Moreover, I also feel like I'm better prepared for meetings as I don't have to switch between tabs while having a call with a prospect. Everything is now kept in one place. **What do you dislike about Weflow?** Hard to say - the team has been fairly quick so far in resolving any questions, feedback, and blockers I encountered. I'd advise everyone to schedule a 1-1 session to get the most out of Weflow. **What problems is Weflow solving and how is that benefiting you?** Generally, I feel like the heavier and more complex the Salesforce instance, the better use can be made of Weflow. However, in any case, it's worth a try (as it's free!). Personally, I found the most substantial benefits to be time-savings while updating the pipeline and creating better meeting notes (thanks to the templates). ### 33. Good tool, user-friendly, efficient. **Rating:** 3.5/5.0 stars **Reviewed by:** Adam M. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Weflow?** It is more immediate compared to SF. I like the customization, that allows me to better handle my dashboards. **What do you dislike about Weflow?** I would like to have some tutorial offered by you on how to improve my use of WeFlow. **What problems is Weflow solving and how is that benefiting you?** Easier to use, better layout, good customization level all compared to SF. **Official Response from Janis Zech:** > Hi Adam, Thanks for your valuable feedback. 🀝 Our help desk offers some documentation on how to use Weflow in the best way, going deeper on use cases and set-ups: https://help.getweflow.com/support/solutions In addition, we are constantly working on our onboarding experience to show you how to make better use of Weflow while getting started. Nevertheless, let us take it from here to improve in the future. Again, thanks for your review and suggestions. ### 34. Salesforce admin approved **Rating:** 5.0/5.0 stars **Reviewed by:** Naman M. | Salesforce Administrator, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Weflow?** As a Salesforce admin, I know what SFDC is capable of. It can be customized in multifaceted ways but one always needs to strike the balance to make CRM usage as easy as possible. Weflow as a plug-and-play solution perfectly complements this principle and makes it effortless for the team to manage the pipeline through Weflow's views, notes, and tasks **What do you dislike about Weflow?** I don't get any complaints from the reps. Also, from an admin point of view, there isn't really anything that comes to mind **What problems is Weflow solving and how is that benefiting you?** Simple, straightforward activities are arguably easier done in Weflow (as compared to working in Salesforce directly). This is particularly the case when the Salesforce instance becomes very complex. Weflow provides a great workspace to get daily tasks done in an efficient way. Updating fields, writing notes, creating follow-up tasks, or setting up new records - everything has become a breeze for our reps ### 35. Great for Pipeline management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Weflow?** Makes it easy to stay organized and on top of daily tasks/pipeline **What do you dislike about Weflow?** The interface could use some improvement. It isn't bad but feels a little clunky at times. **What problems is Weflow solving and how is that benefiting you?** You can make changes to accounts in Salesforce much easier than manually going into Salesforce. ### 36. Sublime - Weflow has changed the game for me and has completely streamlined the way I use Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2023 **What do you like best about Weflow?** User experience, simplicity, excellent and responsive support, overall an intuitive tool **What do you dislike about Weflow?** I would love to see WeFlow cater more towards the BDR role as I think there is massive potential here to be an excellent tool for prespecting. **What problems is Weflow solving and how is that benefiting you?** Salesforce is clunky. The more data that's in there, the worse it seems to get. Weflow simplifies the entire CRM experience. Productivity has increased and has made my life a lot easier. **Official Response from Janis Zech:** > Great to hear about your positive experience πŸ₯³ We're happy that you could greatly increase productivity and simplify your day-to-day tasks. We are constantly trying to balance our focus between BDR's/AE's, RevOps and Sales Leaders in building new features βš–οΈ So stay tuned for what is to come! Cheers, Janis ### 37. One of the Best Additions to my Salesflow **Rating:** 5.0/5.0 stars **Reviewed by:** Chris A. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Weflow?** I love the fact that I can view my sales pipeline quick and easily. Taking notes for demos and being able to easily connect those to a SF account it crucial. It's a great hub to keep templates for notes and getting those dialed in. **What do you dislike about Weflow?** Looking at SF tasks is a little clunky but not terrible. **What problems is Weflow solving and how is that benefiting you?** I needed a way to keep notes from demos in a way that connects to SF easily. I was looking for simplicity and usability. Both have been met switching over to WeFlow **Official Response from Janis Zech:** > Hey Chris, Thanks for your awesome review and your valuable feedback. Our templates are certainly powerful and (just like for you) a strong reason for many to switch over to Weflow. Glad they help you with managing your pipeline and taking notes. πŸ™ ### 38. Great tool for having a nice pipeline overview! **Rating:** 5.0/5.0 stars **Reviewed by:** Martijn H. | Advisory Board Member, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Weflow?** When working in sales, it can be challenging to keep track of your deals. I work in a high velocitiy-short-sales cycle business, and not following up on prospects is a waste of money. We flow helps me to keep track of my current pipeline, where a deal sits, how its progressing and reminds me what to do so I don't forget. **What do you dislike about Weflow?** Nothing so far, I like the simple user interface, I like the fact that its customizable and easy to use. Setting it up was easy as well. The only dislike I had was that it changed the home page of my browser, but its not a dealbreaker. **What problems is Weflow solving and how is that benefiting you?** It just works really well with SFDC. It has the exact features that SFDC lacks, I've put in many request with Salesforce to add these kind of features but never got any feedback. ### 39. Awesome pipeline management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bill M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Weflow?** Super easy to manage my pipeline and update SF, easy to track notes that sync to SF also **What do you dislike about Weflow?** The layout could be a little better. I would change and move around some of the layout. **What problems is Weflow solving and how is that benefiting you?** pipeline management and staying ontop of my deals **Official Response from Janis Zech:** > Hey Bill, Thanks for your positive feedback. Happy to see how Weflow helps you stay on top of your pipeline! πŸ” ### 40. The Perfect SF Companion **Rating:** 4.0/5.0 stars **Reviewed by:** Junio P. | Sales Director - EMEA, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Weflow?** The Chatter funcion and the way that it integrates seamlessly with SF. **What do you dislike about Weflow?** Still pretty buggy, especially the way that it randomly creates events in your calendar while you are taking notes. **What problems is Weflow solving and how is that benefiting you?** Communication on deals. Updates on opportunities and leads. **Official Response from Janis Zech:** > Hi Junio, Thanks for your review and your valuable feedback. Great to see how Weflow helps you with deal communication and Salesforce updates. By the way - you can easily switch off event logging when you create a note from your calendar (see the screenshot by clicking on 'See how Weflow improved' below). Once you selected 'Don't log activity' in your notes, this setting will remain and Weflow stops auto-logging the notes you chose to create from your calendar. If you have questions about the setup, let us know at hello@getweflow.com. Hope this helped! πŸ‘‹ ### 41. Personalised and productive **Rating:** 5.0/5.0 stars **Reviewed by:** Colm J. | Account Executive II, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Weflow?** It helps me manage my pipeline way more efficiently and is super easy to personalize to how I manage my daily tasks. **What do you dislike about Weflow?** The Salesforce integration distorts the font size a bit within Salesforce **What problems is Weflow solving and how is that benefiting you?** Saving me time in pipeline admin **Official Response from Janis Zech:** > Thanks for your great feedback, Colm. πŸ™ Less time spent on pipeline admin = more time spent on pipeline gen & conversion. That's what we're here for! Moreover, we'll shortly look into the font size issue you encountered. If there's anything else we can help with, let us know at hello@getweflow.com Thanks again! ### 42. Elevates sales process compliance **Rating:** 5.0/5.0 stars **Reviewed by:** Maximilian D. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Weflow?** The notepad makes it super easy for reps to follow our sales processes. We set up a bunch of note templates with embedded Salesforce fields. By making note-taking a breeze, Weflow ensures that valuable meeting notes do not only end up in our CRM (as opposed to OneNote, Evernote, etc.) but also that opportunity fields get updated at the same time. **What do you dislike about Weflow?** Zero gripes so far as it meets expectations and they're constantly evolving (you can literally observe improvements every week). **What problems is Weflow solving and how is that benefiting you?** Embedding sales processes within the organization and nudging the team to follow them consistently is challenging. Providing note templates in Weflow that reflect our processes while updating Salesforce has not only elevated sales process compliance and data quality but also boosted the speed of making updates. ### 43. The tool every AE needs **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua E. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Weflow?** I've found Weflow to be an extremely powerful tool for managing my daily workflows as an AE. The ability to sync data between Salesforce and Google Calendar is very useful. Tasks are another great feature that allows me to manage follow-ups effectively. Their customer success team is fantastic and they're always willing to help out with any questions that arise. **What do you dislike about Weflow?** Nothing in particular. As a new user, there were initially a number of unknowns for me, which were resolved by their self-onboarding flow and CS team. **What problems is Weflow solving and how is that benefiting you?** Instead of having multiple places checked during my daily workflow, I can keep everything in front of me, don't lose track of things, and the need to update SFDC is less of an effort. ### 44. Consolidate + Get More Done **Rating:** 5.0/5.0 stars **Reviewed by:** ⚑️Garrett F. | Founding Member, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Weflow?** The notepad! It's pretty powerful given the possibility to embed Salesforce fields and the manifold formatting options. I created a bunch of note templates (e.g., for discovery calls) with an agenda and a checklist with questions to ask. By linking the note to my opportunities, I can automatically create meeting activities in Salesforce. Super useful. **What do you dislike about Weflow?** All good so far. Though the Chrome Extension is pretty versatile, I'd love to see where else Weflow could be integrated. **What problems is Weflow solving and how is that benefiting you?** Previously, updating my pipeline was pretty tedious. Weflow is a huge time-saver and I can get more meetings done as I spend less time updating Salesforce. Also, handovers are improving since the notes I make are better structured and more extensive. ### 45. Great user friendly tool for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Nathaly R. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2023 **What do you like best about Weflow?** It's very user-friendly and makes it easier to keep Salesforce updated. Saves time jumping from one window to another and helps you organize tasks with filters. **What do you dislike about Weflow?** I lack a way to connect my emails and calls to the platform, as then I'd save more time between different windows. **What problems is Weflow solving and how is that benefiting you?** Dealing with the old-styled front end of Salesforce which wastes my time. **Official Response from Janis Zech:** > Hey Nathaly, Thank you for taking the time to review Weflow. We love your feedback 😎 You can connect your Google Workspace or Microsoft Outlook account to Weflow via the settings. Simply click on your Avatar -> Settings -> Email to authenticate with your preferred email provider. Weflow will then automatically log your emails. If you have questions about the setup, let us know at hello@getweflow.com. We can set up a short 15-minute onboarding session there as well. Thanks again πŸ‘‹ ### 46. Great tool for streamlining certain processes for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Weflow?** weflow allows for a simplified view of things you care about in Salesforce. I like the quick access that WeFlow brings to your pipeline, tasks, and opportunities. The ability to make rapid changes has made daily tasks and follow-up so much more fluid. I tend to get distracted by the vast amounts of information that SalesForce offers and need to de-clutter, in a sense, and weflow facilitates that. **What do you dislike about Weflow?** I don't like that I can't change my theme to a dark mode view. It also changes your chrome 'new tab' page to Weflow and there seems to be no intuitive/simple way to return it to the default view. Outside of this, weflow has been a great tool. **What problems is Weflow solving and how is that benefiting you?** I have ADHD and can get easily distracted by the deep levels of information that Saleforce has. While this information is critical, I need to have a minimalist view, as well, so that I can stay on task, and this is what weflow provides. Being able to review my open tasks and action items quickly has helped me stay focused and on top of my responsibilities. **Official Response from Janis Zech:** > Hi there! Thank you so much for taking the time to review Weflow. We are super stoked to hear that Weflow helps you with updating Salesforce and staying on top of tasks and follow-ups πŸ™Œ While we don't have a dark mode (yet), you can de-activate the 'new tab' takeover via the user settings. Simply click on your Avatar -> Settings -> Chrome Extension and then switch off the tab takeover feature. It's just one click. Again, thank you so much for the review. If you run into any issues, send us an email at hello@getweflow.com or visit our support desk at help.getweflow.com 😎 ### 47. What reps dream of **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Weflow?** Being able to quickly get the admin work off my shoulders is such a relief. From the spreadsheet-like pipeline, over the notepad with templates and embedded Salesforce fields to the Chrome Extension and the ability to lookup or update records from anywhere in no time - that's huge. Apart from plain efficiency gains, the relatively new 'Weflow fields' provide helpful insights into my pipeline so I know more precisely where and when to act. Apart from the tool itself, I can also highly speak of their CS team. Real advocates who not only quickly respond to questions and feedback but suggest better ways to make use of your setup. Make sure to reach out to them. **What do you dislike about Weflow?** I can't really point something out I dislike. I'm still exploring Weflow and believe that there are new ways to integrate Weflow into my workflows. **What problems is Weflow solving and how is that benefiting you?** Weflow allows me to focus on the things I need to get done to move deals. It's not only gotten easier and faster to update my opps but I also get a better overview of what's happening in my pipeline. ### 48. Ensures data quality & keeps our CRM organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Weflow?** I am really excited about Weflow and using it as part of my daily workflow. It helped me big time in saving time that I would otherwise waste in Salesforce. Keeping track of tasks or logging notes with their notepad (with integrated Salesforce fields) is a dream. Their pipeline views provide transparency on where accounts are in their journey and tremendously eased handoffs with fewer errors on our side as the data has become more accurate. Big shoutout to the Weflow team - I love where the product is going. **What do you dislike about Weflow?** I like everything so far. One smaller ask would regard the Chrome Extension - would love to keep my own 'new tab' background but that's just a minor wish. **What problems is Weflow solving and how is that benefiting you?** Managing multiple accounts and ensuring that data quality remains high by logging notes, and keeping track of account stages or last touchpoints. Definitely helps in prioritizing daily workflows and simultaneously streamlines my data entry process. ### 49. Owning the Pipeline with Weflow! **Rating:** 5.0/5.0 stars **Reviewed by:** Yoni N. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about Weflow?** 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. No need for us to drown in Salesforce but everyone is able to customize Weflow views that suit their workflows perfectly. Also, the Chrome Extension allows an augmented experience as it integrates into places where we spend our workdays (Chrome, Gmail, Gcal). Highly recommend! **What do you dislike about Weflow?** There is not much to dislike about Weflow. Though it's super easy to use it would be great to have some guidance for best practices to get the perfect setup. However, I found their customer success team to be really helpful in making the most of Weflow. **What problems is Weflow solving and how is that benefiting you?** As it's gotten extremely easy to update Salesforce with Weflow, deal data (1) actually makes it into Salesforce and (2) does so more timely. This allows us to get more accurate pipeline insights while making reps more effective as we're taking the admin weight from their shoulders. ### 50. Updating salesforce should be easy. Not the worst part of a sales person. Weflow helps with that **Rating:** 4.5/5.0 stars **Reviewed by:** Francisco M. | Senior Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Weflow?** Ease of use. You can simply update salesforce directly in your browser. No need to look for opportunities, countless fields etc. Update in real time just like if it was a dynamic google sheet in your browser **What do you dislike about Weflow?** Would like to develp further capabilities fΒ‘to improve my performance / productivity e.g email tracking would be ideal **What problems is Weflow solving and how is that benefiting you?** Updating salesforce Having quick reports easy to generate in second Giving me flexibility and autonomy in manageing my pipeline in salesforce **Official Response from Janis Zech:** > Hey Francisco, πŸ‘‹ Lovely feedback, thank you! Updating Salesforce more efficiently, creating reports in seconds, managing your pipeline - all use cases that we're happy to help with. Regarding email tracking: you can use Weflow to log emails from Outlook or Gmail! It's super easy to set up and should allow you to save even more time (and make your manager happy). Please have a look at our help articles for... Gmail πŸ‘‡ https://help.getweflow.com/support/solutions/folders/103000080503 Outlook πŸ‘‡ https://help.getweflow.com/support/solutions/folders/103000080504 If you have any questions or need any help with setting this up, let us know via hello@getweflow.com πŸ™‚ ## Weflow Discussions - [What is Weflow used for?](https://www.g2.com/discussions/what-is-weflow-used-for) - [View Weflow pricing details and edition comparison](https://www.g2.com/products/weflow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+18%3A37%3A41+-0500&secure%5Bsession_id%5D=058aeeb1-4cf7-4a28-8f28-6b7f08b896d6&secure%5Btoken%5D=7217bbb862ceebbcaf0819fd66e00e4a370af416f152a4e4138a31ec7a419918&format=llm_user) ## Weflow Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Generative AI** - AI Text Summarization **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Weflow Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,493 reviews) - [Scratchpad](https://www.g2.com/products/scratchpad/reviews) - 4.8/5.0 (1,472 reviews) - [Aviso](https://www.g2.com/products/aviso/reviews) - 4.4/5.0 (957 reviews)