Comparison Summary
Introducing Sage CRM and Surefyre
Sage CRM, Surefyre, Quickbase, SalesNOW, 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.
Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"The system sends the franchisees an email detailing the date and amount of the payment to be collected. It is very efficient; we don’t have to print and mail invoices or process checks " - Robert Masson
"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
Top-rated cloud financial management
Submission automation platform for modern MGAs, wholesalers, and carriers
Age
2002
Financials
M&A
Business Need
Total Processes
(we found evidences for)
67
11
Total Goals
(we found evidences for)
13
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Enhance customer relationships
-
Acquire customers
-
Increase sales & revenue
-
Improve internal communications
-
Improve stakeholder relations
-
Scale best practices
-
Improve ROI
-
Improve navigation
-
Improve digital and social presence
-
Improve efficiency
-
Launch new products
-
Shorten ramp up time
-
Enter new markets internationally or locally
- See 10 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
