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Surfe, the startup that was initially named Leadjet, is an attention-grabbing browser extension if you happen to spend a number of time on LinkedIn and are uninterested in switching between your CRM and the skilled social community.
Once you set up Surfe’s browser extension, you get some nifty syncing options between your CRM and LinkedIn. As an illustration, yow will discover leads on LinkedIn and simply export them to your CRM platform. However you can even view CRM information straight on LinkedIn profile pages.
“We imagine 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 completely different platforms and CRMs.” Surfe works with HubSpot, Salesforce, Pipedrive and Copper.
Surfe initially began as a fast export software for LinkedIn. You put in the browser extension and you may export a LinkedIn profile to your CRM with out having to manually copy and paste a ton of information.
However it has developed right into a extra highly effective software that gives two-way syncing. Surfe injects CRM information on LinkedIn straight so as to work together together with your CRM the place you already spend most of your time.
Once you add a LinkedIn contact to your CRM, you may fill out CRM fields from there — business, firm measurement, position within the firm, and many others. In case you rely closely on LinkedIn messages, you can even sync non-public conversations together with your CRM.
It may be significantly helpful with a number of gross sales individuals. You may see if somebody on the crew has already contacted a particular 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 improve the time spent on LinkedIn,” Chevalier stated.
The browser extension additionally acts as a shortcut to your CRM. You may 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 listing views. It won’t exchange your CRM however it may make it easier to push fast updates.
“The CRM is extra of a knowledge platform and we predict 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 tons of of licenses. Spendesk is an enormous Surfe buyer as an example.
Surfe competes with merchandise like Scratchpad and Dooly. Up subsequent, the crew desires to deliver CRM options to extra locations across the internet.
The corporate raised $4 million (€4 million) this summer season in a seed spherical led by 360 Capital. Different individuals within the spherical embrace TS Ventures and varied enterprise angels.
Extra spectacular, the crew managed to achieve €1 million in annual recurring income with none correct gross sales crew. Now that it has raised some funding, it desires to achieve the following degree.
Picture Credit: Surfe
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