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

Why United Fintech chose Weflow over Einstein Activity Capture and Cirrus Insight

United Fintech, a global platform that acquires and scales capital markets software companies, faced significant challenges with incomplete and unreliable sales activity data in Salesforce. Their initial solution, Einstein Activity Capture, was ineffective, and manual logging by reps was time-consuming and error-prone. This lack of visibility made it impossible to connect top-level revenue KPIs to sales rep behavior, hindering data-driven decision making across their distributed teams.

To solve this, United Fintech implemented Weflow for its deep Salesforce integration and automated activity capture. The solution was set up centrally in under an hour and provided a hybrid approach of fully automated logging with optional manual control for reps. This resulted in a 3x increase in captured activities, saving reps significant time previously spent on data entry and allowing them to focus on selling. With Weflow, United Fintech gained the reliable data needed to validate that higher activity levels lead to faster deal closure, creating a foundation for a more data-driven sales process.

United Fintech

Rugile Pudzevelyte

Revenue Operations Manager