Case Study: Blockaid achieves cleaner Salesforce data and better pipeline visibility with Weflow

How better Salesforce data hygiene elevated Blockaid’s pipeline visibility

Blockaid, a cybersecurity company, faced significant challenges with Salesforce data hygiene and pipeline visibility. Their use of Einstein Activity Capture did not permanently store activities, making them unreportable. This led to poor deal hygiene, making it nearly impossible for their revenue team to answer critical questions about their pipeline and monitor performance effectively. The lack of reliable data forced managers to rely on anecdotes instead of data-driven insights.

The company implemented Weflow’s activity capture solution to automatically sync emails and meetings to the correct Salesforce records. This provided a permanent, reportable history of all activities. As a result, Blockaid’s Salesforce data became much cleaner, and managers gained extraordinary visibility into pipeline health with access to deal signals and warnings. The solution led to immediate improvements in pipeline hygiene and decision-making, with the team seeing value within the first two weeks of use.

Blockaid

Alex Knechtl

Director of Revenue Operations