Weflow Reviews & Product Details

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

That it's still another widget on salesforce. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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'. Review collected by and hosted on G2.com.

- 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 Review collected by and hosted on G2.com.

- No downsides to using Weflow so far (The Weflow team are proactive in seeking feedback which is awesome) Review collected by and hosted on G2.com.

The ability to customize the interface as you like and to highlight the content that is really important. Also the seamless integration of Salesforce. Review collected by and hosted on G2.com.

There's not really something I don't like. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing all is fantastic and it all works Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.