Company Overview

About Surfe

Surfe Details

Founded

2020

Revenue

$1M

Funding

$3.9M

Team Size

49

What SIA Thinks

Surfe is designed to streamline the experience of managing customer information and interactions for businesses using Salesforce. Recognizing the importance of seamless data integration, Surfe provides a straightforward solution to synchronize your customer relationship management (CRM) data with other tools and platforms you use daily without needing to switch back and forth.

You can conveniently link your emails, LinkedIn chats, and other communication channels directly to Salesforce, ensuring all your customer information is consistently up to date. This helps your sales teams stay on top of their game, as they can see the full picture of their relationships with clients and prospects in one place.

Surfe’s intuitive interface is built with sales professionals in mind, so you can spend more time connecting with customers and less time on administrative tasks. By bringing all your communication data into Salesforce seamlessly, it provides your team with a comprehensive view of each customer relationship, improving overall efficiency and productivity.

Whether you're a solo sales professional or part of a larger team, Surfe helps you keep track of customer data where it’s most useful. The simple setup and ease of use mean you can get up and running quickly, allowing you to focus on building and maintaining strong customer relationships rather than struggling with software.

Surfe ensures that your CRM is always populated with the latest interactions and insights, empowering your sales strategy with accurate and timely information. So if you're seeking a way to integrate your customer communication directly into Salesforce, Surfe could be the tool that makes your workflow smoother and more effective.

Pros and Cons

Pros

  • Cost effective
  • Secure platform
  • Easy integration
  • User-friendly interface
  • Time-saving features

Cons

  • Steep learning curve
  • Limited customization
  • High subscription cost
  • Occasional glitches
  • Lacks mobile support

Reviews

There are no reviews yet!!