Surfe, the startup that was initially named Leadjet, is an fascinating browser extension if you happen to spend loads of time on LinkedIn and are uninterested in switching between your CRM and the skilled social community.
Whenever you set up Surfe’s browser extension, you get some nifty syncing options between your CRM and LinkedIn. For example, you could find leads on LinkedIn and simply export them to your CRM platform. However you can too view CRM information straight on LinkedIn profile pages.
“We consider the CRM ought to be the place the relationships occur,” co-founder and CEO David Maurice Chevalier advised me. “We’re simply closing the hole right here between these totally different platforms and CRMs.” Surfe works with HubSpot, Salesforce, Pipedrive and Copper.
Surfe began as a fast export device for LinkedIn. You put in the browser extension and you’ll export a LinkedIn profile to your CRM with out having to manually copy and paste a ton of knowledge.
Nevertheless it has advanced right into a extra highly effective device that gives two-way syncing. Surfe injects CRM information on LinkedIn straight with the intention to work together together with your CRM the place you already spend most of your time.
Whenever you add a LinkedIn contact to your CRM, you may fill out CRM fields from there — trade, firm measurement, function within the firm, and so forth. In case you rely closely on LinkedIn messages, you can too sync personal conversations together with your CRM.
It may be significantly helpful with a number of gross sales folks. You may see if somebody on the staff has already contacted a selected particular person and the present standing of the deal.
All these new options create a more healthy relationship with LinkedIn. “We’re not a knowledge exporter, we enhance the time spent on LinkedIn,” Chevalier mentioned.
The browser extension additionally acts as a shortcut to your CRM. You may write notes and create duties in only a few clicks.
There’s an even bigger play for Surfe. The startup desires to modernize the CRM interface. Customers can open full-screen views with the deal pipeline in kanban and record views. It may not change your CRM, however it might allow you to push fast updates.
“The CRM is extra of a knowledge platform and we expect we want a brand new entrance finish,” Chevalier mentioned.
There are 1,500 firms utilizing Surfe in a method or one other. Some gross sales folks simply began utilizing it straight, whereas different firms have lots of of licenses. Spendesk is a giant Surfe buyer, as an example.
Surfe competes with merchandise like Scratchpad and Dooly. Up subsequent, the staff desires to carry CRM options to extra locations across the net.
The corporate raised $4 million (€4 million) this summer time in a seed spherical led by 360 Capital. Different members within the spherical embody TS Ventures and numerous enterprise angels.
Extra spectacular, the staff managed to achieve €1 million in annual recurring income with none correct gross sales staff. Now that it has raised some funding, it desires to achieve the following degree.
Picture Credit: Surfe
