Comparison Summary
This comparison report of CloudYogi CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 2114 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing CloudYogi CRM and Surefyre
CloudYogi CRM, Surefyre, Siebel CRM, Salesforce Essentials, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
CloudYogi CRM covers Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"Our experience with Target Integration has been totally satisfactory. We approached them to better understand the issues we were facing at that time and get CRM solutions accordingly. Our first experience was with Hasan and his team, he explained ev...erything very patiently and communicated with us very well to understand all our requirements. We hired Target Integration for the second time and Ashish and his team handled everything perfectly as well and suggested some good changes for our company. They have worked really well with us and visited the company, understood every aspect of our business. Our requirements were met exactly as we wanted.I really appreciate all the efforts that were taken to ensure that the best solutions are delivered. We hope to continue working with Target Integration and see great results. " - Viren Sheth
"After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business. " - Tom Gillingham
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About
CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
NA
Business Need
Total Processes
(we found evidences for)
73
11
Total Goals
(we found evidences for)
12
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve efficiency
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Scale best practices
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Improve ROI
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Manage risk
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Improve visibility
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Improve stakeholder relations
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Grow market share
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Improve brand engagement
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Improve internal communications
- See 9 more
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Improve digital and social presence
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Enhance customer relationships
Top Channels
Channels Used
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e-mail
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phone calls
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offline
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point of sale
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e-mail
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phone calls
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offline
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point of sale
- See 1 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
