B2B revenue teams use Weflow to run an effective forecast process. Synced with Salesforce.
Auto-capture Salesforce data
Inspect deals with 50+ signals
Submit & roll-up forecast calls
Project revenue & analyze pipeline
Trusted by CROs & RevOps in B2B SaaS companies
The Problem
When you forecast, your spreadsheet breaks.
Disconnected from Salesforce
You jump between spreadsheets, Salesforce, and BI tools. Combined with already bad CRM data, there is no single source of truth for your forecasts.
Poor deal visibility
You don’t understand what drives forecast calls - and why they’re off. Risky deals enter your forecast, leading to surprises at the end of the quarter.
Inefficient forecast process
You don’t run a repeatable process that leads to high accuracy. Instead, you waste your time with ineffective meetings and manual tasks.
The Solution
Weflow helps B2B revenue teams update, review, and forecast their pipeline efficiently. Always in sync with Salesforce.
Conekta tracks pipeline changes and forecast accuracy to coach reps and teams.
±7%
ACCURACY
Zeotap forecasts with ±7% accuracy with an effective forecast process.
60%
LESS SLIPPED DEALS
IDnow used Weflow’s warnings to reduced slipped deals by 60%.
Conekta tracks pipeline changes and forecast accuracy to coach reps and teams.
±7%
ACCURACY
Zeotap forecasts with ±7% accuracy with an effective forecast process.
5 steps to an accurate forecast
1
Capture
Get reliable data for your forecast by capturing activities and CRM fields.
- Auto-capture emails, meetings and contacts
- In-line edit Salesforce fields
- Auto-populate MEDDICC fields
2
Review
De-risk your forecast with deal insights and warnings.
- Inspect deal risk with 50+ signals
- See deal health with insights
- Configure warnings and alerts
3
Submit
Submit and roll up your forecast calls with an efficient process.
- Submit deal-by-deal and/or rep-by-rep
- Automate forecast roll-ups
- Run multiple forecasts (new logo, expansion, etc.)
4
Predict
Project revenue with bottom-up, weighted, and AI predictions.
- See how you pace against revenue goals
- Predict deal outcomes with AI opportunity scoring
- Use our AI prediction model with 300+ data points
5
Analyze & Report
Report your forecast with interactive charts and metrics.
- See how and why your pipeline changes
- Track forecast accuracy by rep and team
- Report your forecast with interactive charts
Teams
The forecasting tool for your entire revenue team
Revenue OperationsExecutivesSalesCustomer Success
+12%
WIN RATE
+93%
ACCURACY
Chris Mackinnon
VP Revenue Operations @ Zeotap
“With better data and an efficient process, we increased our win rate by 12% and forecast the quarter within 7%.”
Revenue Operations
Run an efficient and effective forecast process
- Improve Salesforce data quality
- Run a reliable forecasting process
- Increase rep and manager efficiency
Use Cases
Covering every aspect of your forecast process
Security
Security on enterprise level
SOC-II (Type 2)
We are certified according to SOC-II (Type 2) security standards.
GDPR & CCPA
Go to market anywhere in the world – let us handle compliance with local laws.
Fully audited
Annually audited by PwC, Google, and Microsoft.
Resources
Learn more about forecasting & revenue operations
RevOps Lab Podcast
With Philipp Stelzer & Janis ZechListen now
DownloadsFree Forecast Cheat SheetGet a copy
DownloadsFree RevOps Salary ReportGet a copy
Try before you buy
We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Start your 14-day free trial with a quick onboarding session.
