Francisco M.
FM
Francisco M.
Senior Enterprise Account Executive
Mid-Market (51-1000 emp.)
"Updating salesforce should be easy. Not the worst part of a sales person. Weflow helps with that"
4.5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Would like to develp further capabilities fยกto improve my performance / productivity e.g email tracking would be ideal Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Hey Francisco, ๐Ÿ‘‹

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 ๐Ÿ‘‡

https://help.getweflow.com/support/solutions/folders/103000080503

Outlook ๐Ÿ‘‡

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 ๐Ÿ™‚

See how Weflow improved
Ben S.
BS
Ben S.
Account Executive
Mid-Market (51-1000 emp.)
"Makes Salesforce actually useable"
5/5
What do you like best about Weflow?

Weflow has sort of become my command center from where I start my workday. Managing the pipeline with the web app and Chrome Extension is has created significant efficiencies for my workday. My pipeline has never been cleaner - all while coming at a huge productivity boost! Auto-syncing with Salesforce while I create and complete tasks, and update key account information has made my life much easier. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

I like all the features of WeFlow. I wish that there was a clearer view for tracking activity. Review collected by and hosted on G2.com.

Ritesh S.
RS
Ritesh S.
Small-Business (50 or fewer emp.)
"Good product"
2.5/5
What do you like best about Weflow?

The user interface is very nice and easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Did not fit my purpose - was looking to enhance reporting capabilities of Salesforce. Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Hi Ritesh,

Thanks for your feedback.

Glad to hear that Weflow allows you to manage your Salesforce data a lot easier! ๐Ÿค

However, we're sorry to see that Weflow did not entirely fit your purpose. Many of our users actually use Weflow to run different reports (pipeline reports, forecasting, etc.). We'd love to better understand your use case and make it work for you - just shoot us an email at hello@getweflow.com

In any case, thanks again for taking the time to share your feedback with us.

Aaron D.
AD
Aaron D.
Freelancer / Consultant
Mid-Market (51-1000 emp.)
"Saves a ton of time"
5/5
What do you like best about Weflow?

- As a Customer Success Leader, It is a really fast way to update accounts.

- We primarily use this to update customer health scores, changes in primary contacts, or goals. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

- I do think there is an opportunity to create more filters on reports. Maybe I just have to dig deeper though, or unlock a different tiered plan. Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Hey Aaron,

Great to see how you're using Weflow to support CS as an integral part of the revenue motion.

FYI: we added new filters to get you the reports you want, faster. Of course, we're always open to new suggestions, Aaron! ๐Ÿ‘‰ hello@getweflow.com

YG G.
YG
YG G.
Customer Success Manager
Small-Business (50 or fewer emp.)
"A perfect companion tool for Salesforce"
4/5
What do you like best about Weflow?

Have found WeFlow do simply do things better than other Salesforce tools out there, between note taking, email tracking and the many other integrations they offer it has been a pleasure of a tool to use so far.

Would highly recommend for any team that is relying on Salesforce for day to day activities . Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Still new to the product but am yet to find anything to dislike, and the team at Weflow are great and responding to questions and concerns.

Keep the updates coming and I am sure the product will only get better! Review collected by and hosted on G2.com.

Robert K.
RK
Robert K.
Founder & CEO
Enterprise (> 1000 emp.)
"Ultra Organized Workflow"
5/5
What do you like best about Weflow?

Seeing that Iโ€™m a perfectionist and need my workflow to be efficiently streamlined. I Love the customizable flow and organization of Weflow. Efficiency at itโ€™s finest! Review collected by and hosted on G2.com.

What do you dislike about Weflow?

The fact that I wasnโ€™t introduced to Weflow earlier in my career. There is nothing that I dislike about Weflow, and I'm excited about all the new versions coming down the chute. Review collected by and hosted on G2.com.

Robert A.
RA
Robert A.
Angel Investor & Growth Advisor
Small-Business (50 or fewer emp.)
"Must-have for every sales tech stack"
5/5
What do you like best about Weflow?

Weflow's speed, simplicity, and deep consideration of core sales workflows make it super powerful. It's just accessible from anywhere on the browser, allowing quick pipeline updates and effective hand-overs as note-taking is an absolute charm.

Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Nothing specific. Since Weflow is a fairly new tool, there are parts where additional features would certainly fit in to make our everyday business even easier. Nonetheless, the Weflow team is really responsive and takes any piece of feedback, so they are rapidly developing. Looking forward to what's to come Review collected by and hosted on G2.com.

Salma B.
SB
Salma B.
Account Executive
Mid-Market (51-1000 emp.)
"How to make AEs pipeline review easier!"
4/5
What do you like best about Weflow?

Simplifies updating deal-related information with great flexibility and filtering capabilities to keep track of the pipeline. Helping AEs to avoid feeling bogged down by Salesforce's complexities. Plus, the Weflow team is super proactive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

Nothing specific. The team is open to any feedback or adjustment you would like to add. Review collected by and hosted on G2.com.

Response from Janis Zech of Weflow

Hey Salma,

Thanks for your positive review. Cool to see how Weflow allows you to stay on top of your pipeline more efficiently. If there's anything we can do for you, let us know at hello@getweflow.com๐Ÿค

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Love the notepad"
5/5
What do you like best about Weflow?

It really is the notepad for me that showcases Weflow's magic. Super intuitive and I also like that's is accessible from just anywhere and placed in different parts of your browser. Starting a meeting from your calendar? One click and your notepad opens up, logs the meeting, and links the note to the opportunity. Working in your inbox? One click on the sidebar to create a new note. Browsing on any webpage and something comes to your mind you want to note down? Either open a new tab to access your notepad or use the shortcut to create a new note. It's just everywhere. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

If I need to be really picky, some more pre-defined note templates would have been great. However, certainly not a must since you can easily set them up yourself in no time. Also a big shoutout to their CS team, which is unparalleled when it comes to answering questions or picking up feedback. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Great Interface"
5/5
What do you like best about Weflow?

The ease of creating lists and reports on the go is magical. Not only does it allows us to quickly get the pipeline views we want but also enriches our entries through various 'Weflow fields'. Poor pipeline health associated with inactive deals or deals that are staying too long in a stage is now easily observable. This has not only allowed us to take immediate action on deals at risk but vastly improved our forecasting accuracy. Review collected by and hosted on G2.com.

What do you dislike about Weflow?

There's nothing I dislike but more of a wish for future development: it would be great to see other tools in my tech stack being integrated with Weflow. Review collected by and hosted on G2.com.