Case Study: United Fintech boosts activity capture and sales visibility with Weflow

United Fintech boosts captured activities 3x with Weflow

United Fintech, a global platform for acquiring and scaling capital markets software companies, faced a challenge with incomplete and unreliable sales activity data in Salesforce. Their initial solution, Einstein Activity Capture, was unreliable and forced sales reps to manually log activities using Outlook plugins, leading to gaps in data and wasted selling time. This lack of visibility made it impossible to connect top-level KPIs to rep behavior. They chose Weflow to solve this problem.

Weflow implemented its automated activity capture to seamlessly sync emails and meetings to Salesforce. The solution featured a fast, centralized setup and gave admins control over logging rules across the organization. This resulted in a 3x increase in captured activities, saving reps hours of manual data entry and providing the complete data needed to prove that deals with more activities close faster. United Fintech now has a reliable, automated foundation for a more data-driven sales process.

United Fintech