Weflow Reviews & Product Details

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. Review collected by and hosted on G2.com.

Not much yet. I know WeFlow is new, so I'm excited to see what's up and coming in the future. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It is more immediate compared to SF. I like the customization, that allows me to better handle my dashboards. Review collected by and hosted on G2.com.

I would like to have some tutorial offered by you on how to improve my use of WeFlow. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Makes it easy to stay organized and on top of daily tasks/pipeline Review collected by and hosted on G2.com.

The interface could use some improvement. It isn't bad but feels a little clunky at times. Review collected by and hosted on G2.com.

User experience, simplicity, excellent and responsive support, overall an intuitive tool Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Looking at SF tasks is a little clunky but not terrible. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Super easy to manage my pipeline and update SF, easy to track notes that sync to SF also Review collected by and hosted on G2.com.

The layout could be a little better. I would change and move around some of the layout. Review collected by and hosted on G2.com.

The Chatter funcion and the way that it integrates seamlessly with SF. Review collected by and hosted on G2.com.

Still pretty buggy, especially the way that it randomly creates events in your calendar while you are taking notes. Review collected by and hosted on G2.com.