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TRACK CRM vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for TRACK CRM medium Failure Risk for Surefyre medium
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Comparison Summary

This comparison report of TRACK CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 480 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing TRACK CRM and Surefyre

TRACK CRM, and Surefyre 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.

TRACK CRM covers Sales Call Management with Phone Calls, Engagement Management with Phone Calls, Campaign Management with Phone Calls, Communication Management with Phone Calls, etc.

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

"The implementation was flawless, very easy. " - Skytop Lodge

"Surefyre has saved the company time and money. After we moved to Surefyre, we found the system to be faster, more secure and much more flexible than our previous system. Since Surefyre is designed intuitively, it is easier to train new agents on our... systems and processes. " - ANDREW HETZLER

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 TRACK CRM

Focus area

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Enterprise solution that connects all guest data points in one central location

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

M&A

SEED

Business Need

Total Processes
(we found evidences for)

36

11

Total Goals
(we found evidences for)

7

2

Top Processes

Evidences indicate better relative satisfaction

sales call management

Read Reviews (20)

Read Reviews (0)

call recording

Read Reviews (16)

Read Reviews (0)

call scoring

Read Reviews (2)

Read Reviews (0)

engagement management

Read Reviews (20)

Read Reviews (0)

engaging and following up

Read Reviews (20)

Read Reviews (0)

communication management

Read Reviews (18)

Read Reviews (1)

tracking & monitoring communications

Read Reviews (16)

Read Reviews (0)

sending & publishing communications

Read Reviews (2)

Read Reviews (1)

campaign management

Read Reviews (15)

Read Reviews (0)

campaign monitoring

Read Reviews (6)

Read Reviews (0)

campaign analytics

Read Reviews (5)

Read Reviews (0)

helpdesk management

Read Reviews (12)

Read Reviews (0)

lead tracking

Read Reviews (10)

Read Reviews (2)

generation of new leads

Read Reviews (3)

Read Reviews (1)

conversion management

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (2)

Read Reviews (11)

proposal & quote management

Read Reviews (2)

Read Reviews (11)

workflow management

Read Reviews (0)

Read Reviews (6)

sales commission management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Scale best practices

  • Improve efficiency

  • Improve ROI

  • Improve internal communications

  • Build brand awareness

  • See 4 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

No Data

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting