Upsales vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for Surefyre medium

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Comparison Summary

This comparison report of Upsales vs. Surefyre is based on a specific set of business needs and context. The comparison uses 410 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and Surefyre

Upsales, 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.

Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

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

"Upsales helped us bring sales and marketing together on a global scale " - Silvia Tarchi

"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.

Upsales

Focus area

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

medium

Surefyre

Focus area

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

SERIES A

SEED

Business Need

Total Processes
(we found evidences for)

Total Goals
(we found evidences for)

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

upselling

lead analytics

engagement management

Read Reviews (5)

Read Reviews (0)

engaging and following up

lead management

workflow management

Read Reviews (4)

Read Reviews (6)

training & onboarding

lead tracking

collaboration

account management

Read Reviews (3)

Read Reviews (0)

competitive intelligence

forecasting

telemarketing

cross selling

lead nurturing

sales document management

Read Reviews (2)

Read Reviews (11)

proposal & quote management

Read Reviews (1)

Read Reviews (11)

sales commission management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

Acquire customers
Enter new markets internationally or locally
Increase sales & revenue
Enhance customer relationships
Grow market share
Scale best practices
Improve efficiency
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

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

Ease of migration

Read peer / expert warnings.

Data

Data Import

Read peer / expert warnings.

Data Export

Read peer / expert warnings.

Support

24/7 Support

Read peer / expert warnings.

Email Support

Read peer / expert warnings.

Chat Support

Read peer / expert warnings.

Phone Support

Read peer / expert warnings.

Others

AI Powered

Read peer / expert warnings.

Custom Reports

Read peer / expert warnings.

Analytics

Read peer / expert warnings.

Upsales vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Comparison Summary

This comparison report of Upsales vs. Surefyre is based on a specific set of business needs and context. The comparison uses 410 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and Surefyre

Upsales, 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.

Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

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

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.

Upsales

Focus area

Software Failure Risk Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Surefyre

Focus area

Software Failure Risk Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Business Need

Top Processes

Top Goals

Top Channels

Failure Risk Guidance Security Report?

Compliance Risk

Security & Privacy Risk

Integration Risk

Migration Risk

IT and Other Capabilities

Data

Support

Others

Business Setting

Get a personalised risk report for Upsales

Get a personalised risk report for Surefyre

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.