Case Study: Swan improves CRM data quality and saves reps time with Surfe

SWAN saves 10 minutes per rep daily with Surfe

The customer, SWAN, a fast-growing European banking infrastructure company, faced a significant challenge with its sales team wasting valuable time on manual data entry. Reps were constantly switching tabs between LinkedIn and their HubSpot CRM to search for, create, and update contact records, a repetitive process that also led to poor data quality with outdated information and errors. To solve this, they turned to the vendor Surfe and its Chrome extension.

The solution implemented by Surfe automated the process by allowing reps to sync contacts and data from LinkedIn directly to HubSpot with a single click. Surfe's live waterfall enrichment across 15+ providers ensured data was validated and automatically updated, leading to cleaner CRM records. The results included a potential time saving of 10 minutes daily per sales rep from eliminated tab-switching and a meaningful improvement in data quality, allowing the team to spend more time selling.

SWAN