Comparison Summary
Introducing Zoho CRM and Surefyre
Zoho CRM, Surefyre, HubSpot CRM, Hubspot Sales Hub, 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.
Zoho CRM covers Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"Anybody can use Zoho. The interface is straightforward, and the initial trial setup took very little effort. Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was s...ure we would be very happy moving forward with Zoho. " - Ignacio Galarraga
"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
Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
Submission automation platform for modern MGAs, wholesalers, and carriers
Age
1996
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
130
11
Total Goals
(we found evidences for)
19
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve ROI
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Improve internal communications
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Grow market share
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Scale best practices
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Enter new markets internationally or locally
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Improve efficiency
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Launch new products
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Improve stakeholder relations
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Improve digital and social presence
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Improve consistency
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Build brand awareness
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Improve brand engagement
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Shorten ramp up time
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Improve visibility
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Establish thought leadership
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Increase customer life time value
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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
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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
