Surfe
Surfe is a powerful sales productivity tool that bridges LinkedIn with your CRM. It automates contact management, enriches lead data, and streamlines sales workflows directly within LinkedIn, boosting team efficiency and data accuracy without manual entry.
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Introduction
What is Surfe?
Surfe is a sales enablement platform that creates a smooth connection between LinkedIn and major CRMs such as HubSpot, Salesforce, and Pipedrive. It removes the need for manual input by enabling users to instantly save and refresh contact details from LinkedIn profiles. The platform enhances records with accurate emails and phone numbers by leveraging a multi-source verification process. Users can also handle tasks and deals from within LinkedIn, allowing sales teams to monitor their pipeline and work together effectively without leaving the platform. Surfe prioritizes data security with its adherence to GDPR and ISO27001 standards.
Key Features
LinkedIn to CRM Synchronization
Effortlessly save and refresh contacts, deals, tasks, and notes from LinkedIn profiles directly into your CRM, bypassing manual data entry.
Automated Data Enrichment
Discover validated email addresses and phone numbers through an intelligent system that checks multiple leading data sources.
Live CRM Synchronization
Receive daily alerts for LinkedIn profile updates and refresh your CRM records with a single click to ensure information is always current.
Message Templates and Conversation Logging
Utilize AI-generated, personalized LinkedIn message templates and automatically log message threads back to your CRM for efficient communication tracking.
Deal and Activity Tracking
Generate and oversee follow-up reminders, tasks, and deals from within LinkedIn, with all information synchronized to your CRM for seamless team coordination.
Broad CRM and Tool Integration
Compatible with HubSpot, Salesforce, Pipedrive, and Google Sheets, and connects with sales acceleration platforms like Salesloft and Outreach.
Use Cases
Sales Prospecting: Speed up the process of finding new leads by creating detailed prospect lists and importing them directly into your CRM from LinkedIn.
Data Quality Management: Ensure your CRM contains precise and current contact information to lower email bounce rates and enhance sales success.
Automated Outreach: Execute scaled, personalized LinkedIn messaging campaigns using templates and monitor interactions that are automatically recorded in your CRM.
Sales Pipeline Oversight: Handle opportunities, activities, and follow-ups fluidly within the LinkedIn environment, increasing the productivity and collaboration of sales teams.
Team Workflow Alignment: Grant team members shared visibility into contact updates, notes, and tasks to foster coordination and operational efficiency across the sales department.
