Case Study: Surf Air achieves rapid membership growth and personalized member experiences with Salesforce

Surf Air disrupts the airline industry with some help from Salesforce

Surf Air is a membership-based airline that offers unlimited regional flights for a monthly fee, promising fast, hassle-free travel and a strong community feel for members. As the company scaled—growing to thousands of members and expanding its fleet—it needed to preserve that personalized member experience while efficiently managing relationships, referrals, and targeted growth across West Coast markets.

Using Salesforce (Sales Cloud), Pardot, Data.com and AppExchange tools like DocuSign, Surf Air built custom workflows that automate targeted campaigns, track member preferences, set up trial flights, and streamline lead handoffs without heavy developer support. The result: more efficient acquisition and onboarding, high referral-driven growth (over half of new members), stronger member engagement and retention, and continued expansion fueled by a scalable, personalized CRM-driven approach.

Surf Air

Justin Hart

Vice President of Member Acquisition