Weflow
12 Case Studies
A Weflow Case Study
Blacklane, a global chauffeur service provider, faced significant challenges with Salesforce activity tracking. Their initial use of Einstein Activity Capture resulted in activities not being stored as permanent Salesforce records, making reporting and automation impossible. Furthermore, they struggled with a high rate of unrecorded activities and needed complex, custom logging rules to support their B2B2C model, which EAC could not provide. This led them to seek a new solution, which they found in Weflow Activity Capture.
Weflow implemented its Activity Capture product to automatically sync emails and meetings from Google Workspace into Salesforce as native records. The solution included custom exclusion rules to avoid logging B2C activities and provided central control over user licenses. The technical implementation was completed in under 45 minutes, and Weflow backfilled four months of historical data. As a result, Blacklane increased its activity logging rate from 80% to 100%, achieved full reporting capabilities, and saved its sales team significant time by eliminating manual logging.