Comparison Summary
This comparison report of Pipeliner CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 2802 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Pipeliner CRM and Surefyre
Pipeliner CRM, Surefyre, Teamgate CRM, Capsule CRM, 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.
Pipeliner CRM covers Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"Currently we are using it to note everything that we’re doing for every different office. We have over 4,000 clients, and keeping up on when we were there and what we did can be cumbersome. Pipeliner is helping us do that, as well as keeping up with... my sales reps and any opportunities that they have. " - Erowyn Symolon
"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.
About
Pipeliner CRM | Sales CRM Software - Sales Enablement
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
NA
Business Need
Total Processes
(we found evidences for)
77
11
Total Goals
(we found evidences for)
9
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Improve ROI
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Improve efficiency
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Enter new markets internationally or locally
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Scale best practices
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Improve stakeholder relations
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Improve internal communications
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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
- See 1 more
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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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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
