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Gold-Vision CRM vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Gold-Vision CRM low Failure Risk for Surefyre medium
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Comparison Summary

This comparison report of Gold-Vision CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 1187 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Gold-Vision CRM and Surefyre

Gold-Vision CRM, Surefyre, Claritysoft CRM, Salesflare, 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.

Gold-Vision CRM covers Communication Management with E-Mail, Engagement Management, Campaign Management with E-Mail, Sales Document Management, etc.

Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.

"With multiple databases and duplications, Gold-Vision allowed us to join them into one, allowing us to provide a much more professional service to our customers. " - Stephanie Bailey

"Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because th...ey are truly experts in offering a cloud based system that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting. " - Ashley Dodge

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 Gold-Vision CRM

Focus area

Gold-Vision CRM is better than Surefyre for

Software Failure Risk

  • low

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

A complete CRM solution, highly configurable and scales in-line with business needs.

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

54

11

Total Goals
(we found evidences for)

9

2

Top Processes

Evidences indicate better relative satisfaction

communication management

Read Reviews (33)

Read Reviews (1)

tracking & monitoring communications

Read Reviews (29)

Read Reviews (0)

engagement management

Read Reviews (30)

Read Reviews (0)

engaging and following up

Read Reviews (24)

Read Reviews (0)

campaign management

Read Reviews (27)

Read Reviews (0)

campaign analytics

Read Reviews (3)

Read Reviews (0)

sales document management

Read Reviews (22)

Read Reviews (11)

proposal & quote management

Read Reviews (21)

Read Reviews (11)

contact list management

Read Reviews (12)

Read Reviews (0)

helpdesk management

Read Reviews (11)

Read Reviews (0)

training & onboarding

Read Reviews (9)

Read Reviews (0)

workflow management

Read Reviews (8)

Read Reviews (6)

generation of new leads

Read Reviews (8)

Read Reviews (1)

pipeline management

Read Reviews (7)

Read Reviews (0)

relationship management

Read Reviews (4)

Read Reviews (1)

business development

Read Reviews (4)

Read Reviews (0)

loyalty management

Read Reviews (3)

Read Reviews (0)

identify target customers

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (0)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

content management

Read Reviews (2)

Read Reviews (0)

content curation

Read Reviews (2)

Read Reviews (0)

sales commission management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Improve internal communications

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Build brand awareness

  • Improve consistency

  • Grow market share

  • Scale best practices

  • See 6 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

low

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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