Comparison Summary
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.
"Obviously, the most important thing with CRM is user-friendliness. " - Stefan Stockhaus
"Surefyre has consistently exceeded all expectations. From staying ahead of the industry in innovation, to always meeting product development goals and timelines, Surefyre is well ahead of their competition by leaps and bounds. Their product is easy ...to use, well received by our clients, and has pushed our online presence to the next level by providing a system that is exactly what we, and our customers, were looking for. " - BILLIE GORRELL
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
Upsales | CRM & Marketing Automation platform for B2B companies
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
SERIES A
Business Need
Total Processes
(we found evidences for)
37
11
Total Goals
(we found evidences for)
7
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enter new markets internationally or locally
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Increase sales & revenue
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Enhance customer relationships
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Grow market share
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Scale best practices
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Improve efficiency
- See 4 more
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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
- See 1 more
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
