Comparison Summary
Introducing OptifiNow and Surefyre
OptifiNow, Surefyre, Soffront, Thryv, 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.
OptifiNow covers Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"I used OptifiNow to manage my inbound call center and outside sales rep leads. Having a platform so tightly integrated into my phone systems and sales process increased my conversion rate significantly. The flexibility of this platform is what sold ...me and the 30 days to get it up and running was also something that made us super fans! " - Michael Krause
"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
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.
About
Marketing Automation, Lead Management
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
56
11
Total Goals
(we found evidences for)
10
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Increase sales & revenue
-
Acquire customers
-
Improve ROI
-
Scale best practices
-
Enhance customer relationships
-
Improve brand engagement
-
Improve stakeholder relations
-
Enter new markets internationally or locally
-
Improve digital and social presence
-
Improve internal communications
- See 7 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?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
