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Surfe, the startup that was initially named Leadjet, is an fascinating browser extension if you happen to spend plenty of time on LinkedIn and are uninterested in switching between your CRM and the skilled social community.
If you set up Surfe’s browser extension, you get some nifty syncing options between your CRM and LinkedIn. As an example, you could find leads on LinkedIn and simply export them to your CRM platform. However you can even 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 informed 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 initially began as a fast export instrument 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.
However it has advanced right into a extra highly effective instrument that gives two-way syncing. Surfe injects CRM information on LinkedIn straight to be able to work together together with your CRM the place you already spend most of your time.
If you add a LinkedIn contact to your CRM, you possibly can fill out CRM fields from there — business, firm measurement, position within the firm, and many others. If you happen to rely closely on LinkedIn messages, you can even sync personal conversations together with your CRM.
It may be significantly helpful with a number of gross sales individuals. You’ll be able to see if somebody on the workforce 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 aren’t a knowledge exporter, we enhance the time spent on LinkedIn,” Chevalier stated.
The browser extension additionally acts as a shortcut to your CRM. You’ll be able to write notes and create duties in just some 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 won’t change your CRM however it could actually enable you push fast updates.
“The CRM is extra of a knowledge platform and we expect we’d like a brand new entrance finish,” Chevalier stated.
There are 1,500 firms utilizing Surfe in a method or one other. Some gross sales individuals simply began utilizing it straight, whereas different firms have a whole lot of licenses. Spendesk is an enormous Surfe buyer as an example.
Surfe competes with merchandise like Scratchpad and Dooly. Up subsequent, the workforce desires to carry CRM options to extra locations across the net.
The corporate raised $4 million (€4 million) this summer season in a seed spherical led by 360 Capital. Different members within the spherical embrace TS Ventures and varied enterprise angels.
Extra spectacular, the workforce managed to achieve €1 million in annual recurring income with none correct gross sales workforce. Now that it has raised some funding, it desires to achieve the subsequent degree.
Picture Credit: Surfe
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