Hello my name is {} and I’m {} at Surfe.
Today we’ll be looking at: How Surfe can help you save time and effort performing sales prospecting on LinkedIn and connecting your CRM data seamlessly without any tab switching!
Surfe is a tool you can set up with a simple chrome extension, it allows you to connect to your CRM of choice to LinkedIn. You’ll be able to add LinkedIn profile data to the CRM with 1-click, syncing LinkedIn profile info, notes, tasks, and conversations seamlessly while allowing you to see your CRM data overlayed on LinkedIn without the need to go to the CRM. You can customize your view, add or remove fields, create notes, tasks, and templates, and create and edit deals, all from LinkedIn.
Imagine how much time you will be saving on boring copying and pasting data to your CRM if you use Surfe. It’s the ultimate sales productivity tool for sales and revenue teams.
It’s very easy to use and set up, let’s jump in!
Simply go to the Surfe extension on chrome webstore (Link in description), download it and setup the extension.
You will automatically be re-routed to LinkedIn, and prompted to connect your CRM, it’s very simple, you just pick your CRM, log in and we will use your CRM email as your account email. Just like that, you’re in!
Now you will have our unified interface - we call in SurfeSync- on top of LinkedIn so you can perform different actions with your CRM without any tab switching:
The first module you will see is our handy Add to CRM. From here, with one click you can add a contact to your CRM, not just that, but you can automatically add AND create a deal for that contact or link it with an existing deal. All without leaving LinkedIn.
Let me show you how you can add a new contact to your CRM with a single click!
[steps]
That’s it! → you now have a 2-way sync between your LinkedIn and this contact. Let’s do a quick refresh and let’s see how it looks!
Now you can see the real power of our magical interface.