Surfe
22 Case Studies
Case Study: BusinessFirst boosts sales efficiency with Surfe
A Surfe Case Study
Business First - Customer Case Study
BusinessFirst, the leading business referral network in the B2B tech industry, needed a better way to support its sales team as it searched for and engaged prospects on business social platforms. With multiple reps often reaching out to the same contacts and important conversation details at risk of being forgotten, the team wanted a more organized, personalized, and efficient workflow using Surfe.
Surfe integrated Salesforce directly into BusinessFirst’s business social interface, highlighting existing CRM contacts, syncing messages and deal data, and keeping notes and previous interactions visible without switching tabs. As a result, BusinessFirst eliminated contact overlap and lost details, improved team coordination and prospect relationships, and saved 15+ hours per sales rep each month.
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Business First
Mathilde Capello
Business First