Weflow Reviews & Product Details

Weflow is the 'get out of jail free' card for all the bloat and nasty workflows that SFDC showcases. Getting everyone to regularly update Salesforce was truly a fight before. With Weflow, it's never been easier to keep close dates, next steps, etc. so up-to-date. It's not only the web app but also the CMD+J command and calendar integration that makes it so powerful. It has driven compliance to our processes and sped up our workflows, easily saving 2-5h/week depending on the team role. All in all, Weflow eased selling and has taken a lot of stress out of our team keeping everyone in the loop on how the pipeline is advancing. I'm certain that some of our reps would quit if we ever took it away. Review collected by and hosted on G2.com.

I can't come up with any major downsides. At first, I was worried that the chrome extension takes up memory consumption and browser performance issues may come up, but I've never encountered any troubles.

Recommendations to others considering the product:

Connect with their team! They've been tremendous in helping us make use of the full depth and breadth of Weflow. We had several check-ins throughout - some to kick-off as we started using it and then regularly thereafter to see how we're doing and get feedback from us. Everyone we've met on the team has been amazing and receptive to our situation and suggestions Review collected by and hosted on G2.com.

As a CS Manager, I really love how Weflow allows me to update records without living inside of Salesforce. Previously, if I had to update my main PoCs for dozens of customers this would have meant spending days logging into Salesforce and clicking into every account. With Weflow, I quickly built a view and do all of this within an hour.

Also, I love the notepad to keep track of my customer interactions. Previously, I did this by copying my notes from Evernote into Salesforce and then starting to update corresponding fields. Now I can do all of this within Weflow while the embedded Salesforce fields allow me to do updates on the go. Review collected by and hosted on G2.com.

Honestly, I don't have much to say about this. The team is super responsive and picked up some issues we've had really fast. Review collected by and hosted on G2.com.

There is a lot to love, but what has been a game-changer is the notepad - set up templates for your disco & qualification calls, embedded Salesforce fields, and sync everything with the click of a button to Salesforce. Super easy way to streamline your sales process and improve data quality. Also, love the in-line edits & ease-of-use of pipeline management for updates, reviews & 1:1s. Review collected by and hosted on G2.com.

The only negative thing I can say about it is that we didn't have it sooner! Review collected by and hosted on G2.com.

- Updating fields and Activities from Salesforce is handy.

- UI is indeed user friendly Review collected by and hosted on G2.com.

- Auto-logging Activities (Saves time and effort)

- Creating automation-like Tasks based on a condition is not possible. This will bring sophistication to the Salesforce environment. Review collected by and hosted on G2.com.

Super fast and easy way to update my Salesforce pipeline. Before Weflow, I used a spreadsheet to manage all my deals and then updated Salesforce once a week which was super annoying & inaccurate. I'm now using the Weflow's pipeline spreadsheet to update all my opportunities in real-time, and Weflow updates Salesforce automatically. Also love the notepad and tasks as it's super easy to use and automatically syncs with Salesforce. Saving a lot of time every week. Review collected by and hosted on G2.com.

Nothing specificially - curious what else the Weflow team will build to help me spend more time with my prospects. Review collected by and hosted on G2.com.

Our salespeople enjoy using Weflow to update their pipelines and all things Salesforce maintenance. We use Weflow for pipeline updates, reviews, and 1-1s. For the first time, I have good visibility into our team's actions and don't need to nudge my team for Salesforce updates. Also, love working with the Weflow team - super responsive, and strong velocity building out the tool. Review collected by and hosted on G2.com.

Nothing to complain about, I like the tool as is. Review collected by and hosted on G2.com.

Weflow made using Salesforce on a constant basis so much easier. For anyone that gets frustrated by Saleforce's native UI and finds it clunky. It's much easier to read and work with, and the best feature of all is the task management. Review collected by and hosted on G2.com.

Its tad bit slow on performance, if the UI had snappier response times that would be great Review collected by and hosted on G2.com.

Intuitive user interface

Easy to use

Brings the standards of today software standards (ie Notion, Discord) to the Salesforce user experience. Review collected by and hosted on G2.com.

A few features are still missing, but they are still a young company and on their way of fixing them. Review collected by and hosted on G2.com.

I like the excel worksheet view and how you can adjust the view so that we can see what we are interested in without being bogged down by the other stuff.

In addition to this, I like the notes option and how it automatically updates the SalesForce opportunity. Review collected by and hosted on G2.com.

I dislike that every new tab I open on Chrome is now a WeFlow tab. When I am not doing SalesForce related work, I would like to be able to just use the standard Chrome without having to change anything. Review collected by and hosted on G2.com.

User-friendly and innovative, the software is easy to use. Continuing to expand on the use cases, the Weflow team strives for a great user experience. Review collected by and hosted on G2.com.

I don't have anything at the moment. Iterations are expected with any early stage company. Keep up the good work. Review collected by and hosted on G2.com.