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CloudYogi CRM vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for CloudYogi CRM low Failure Risk for Surefyre medium
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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

"Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy ...to use, well received by our clients, and has pushed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for. " - BILLIE GORRELL

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Surefyre for

Software Failure Risk

  • low

logo Surefyre

Focus area

Software Failure Risk

  • medium

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

SEED

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

helpdesk management

Read Reviews (93)

Read Reviews (0)

engagement management

Read Reviews (81)

Read Reviews (0)

engaging and following up

Read Reviews (60)

Read Reviews (0)

social media management

Read Reviews (44)

Read Reviews (0)

social media analytics

Read Reviews (38)

Read Reviews (0)

collaboration

Read Reviews (41)

Read Reviews (0)

membership management

Read Reviews (24)

Read Reviews (0)

workflow management

Read Reviews (21)

Read Reviews (6)

contact list management

Read Reviews (19)

Read Reviews (0)

creating contact list

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (16)

Read Reviews (0)

measuring customer satisfaction

Read Reviews (8)

Read Reviews (0)

communication management

Read Reviews (14)

Read Reviews (1)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (0)

campaign management

Read Reviews (13)

Read Reviews (0)

sales document management

Read Reviews (13)

Read Reviews (11)

proposal & quote management

Read Reviews (8)

Read Reviews (11)

contract management

Read Reviews (3)

Read Reviews (0)

relationship management

Read Reviews (13)

Read Reviews (1)

pipeline management

Read Reviews (12)

Read Reviews (0)

performance management

Read Reviews (10)

Read Reviews (0)

competitive intelligence

Read Reviews (8)

Read Reviews (0)

social media marketing

Read Reviews (8)

Read Reviews (0)

conversion management

Read Reviews (5)

Read Reviews (0)

generation of new leads

Read Reviews (4)

Read Reviews (1)

content management

Read Reviews (4)

Read Reviews (0)

products & pricelist management

Read Reviews (4)

Read Reviews (0)

opportunity management

Read Reviews (3)

Read Reviews (0)

training & onboarding

Read Reviews (3)

Read Reviews (0)

account management

Read Reviews (3)

Read Reviews (0)

lifetime value management

Read Reviews (2)

Read Reviews (0)

relationship marketing

Read Reviews (2)

Read Reviews (0)

sales call management

Read Reviews (2)

Read Reviews (0)

meeting management

Read Reviews (2)

Read Reviews (0)

knowledge management

Read Reviews (2)

Read Reviews (0)

sales commission management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Manage risk

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Improve brand engagement

  • Improve internal communications

  • See 9 more

  • Improve digital and social presence

  • Enhance customer relationships

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more

  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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No Data

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting