Case Study: Zeotap improves pipeline visibility and forecast accuracy with Weflow

How Zeotap uses Weflow to improve pipeline visibility and forecast accurately

Zeotap, a Berlin-based customer data platform, faced significant challenges with its Salesforce CRM. The sales team struggled with cumbersome pipeline reviews, poor data hygiene, and a lack of process adherence, which made accurate sales forecasting difficult. This was compounded by a growing team and the loss of deal knowledge when employees left. They turned to Weflow for a solution to improve pipeline visibility and management.

By implementing Weflow, Zeotap gained customized pipeline views, configured custom objects like an ICP scorecard, and set up automatic email logging. This solution provided the sales leadership with much better visibility and ensured opportunities were consistently updated. As a result, Zeotap saw a marked improvement in forecasting accuracy and sales process adherence. The VP of Revenue Operations noted that Weflow was remarkably easy to implement and delivered tremendous value, making it a no-brainer for their sales team.

Zeotap

Chris MacKinnon

VP Revenue Operations