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April 27, 2023

Tools that help connect your Salesforce to LinkedIn and save your team time



In today's business world, LinkedIn (News - Alert) has become an essential tool for professionals to connect and network with potential clients and partners. Salesforce, on the other hand, is a powerful customer relationship management (CRM) software that helps businesses manage their sales and customer data. With the two platforms being so vital, integrating them can save a lot of time for businesses. This is where Surfe.com comes into play.



What about Surfe.com ?

Surfe.com (formerly Leadjet) is a platform that offers a range of tools that help connect Salesforce to LinkedIn, making it easier for businesses to manage their sales and customer data. The platform offers three key tools for Salesforce : LinkedIn Sales Navigator, LinkedIn Sales Insights and LinkedIn Data Enrichment.

Surfe.com has created advanced productivity software that enables users to access their CRM from any location using a side panel and effortlessly synchronize their data from various sources such as LinkedIn, Zoom, and Slack with a single click. This platform assists customers in finding leads more effectively, obtaining accurate contact information through enrichments, and reducing the laborious task of manually copying and pasting contacts into their CRMs.

Overall, Surfe.com offers a range of powerful tools that can help businesses save time and increase productivity by connecting CRM to LinkedIn. By providing sales reps with access to LinkedIn data directly within CRM like Salesforce, businesses can better understand their prospects and prioritize their outreach efforts accordingly.

What does the integration of Salesforce with linkedin allow?

Salesforce integration allows businesses to access LinkedIn data directly within Salesforce. This means that sales reps can view LinkedIn profile information, job titles, and company information directly within their Salesforce records. This can help them better understand their prospects and tailor their sales pitches accordingly.

The Salesforce integration to LinkedIn provides businesses with insights into their sales pipeline. The tool allows sales reps to see how their prospects are interacting with their LinkedIn content, allowing them to prioritize their outreach efforts accordingly.

Surfe helps businesses keep their Salesforce records up-to-date by automatically enriching them with LinkedIn profile data. This can save businesses a lot of time that would otherwise be spent manually updating records.

Overall, Surfe.com offers a range of powerful tools that can help businesses save time and increase productivity by connecting Salesforce to LinkedIn. By providing sales reps with access to LinkedIn data directly within Salesforce, businesses can better understand their prospects and prioritize their outreach efforts accordingly. Additionally, by automatically enriching Salesforce records with LinkedIn data, businesses can ensure that their data is always up-to-date.

What benefits with Surfe integration?

Using the Surfe.com tool has several advantages for companies looking to optimize their customer relationship management. Here are some of the benefits of this tool:

Time Saving: Surfe.com allows users to sync their data from different sources with a single click, thereby reducing the time spent on data collection and management.

Improved efficiency: By providing easy access to data from LinkedIn, Zoom, Slack and other sources directly from their CRM, users can work more efficiently and increase their productivity.

Improved data quality: Surfe.com helps enrich data by providing more accurate and up-to-date information about prospects and customers, which helps users better understand their needs and personalize their approach.

Better customer relationship management: The Surfe.com tool helps to better understand customer needs and better track interactions with them, which helps develop stronger and lasting relationships.

Cost Savings: By automating some tedious tasks and reducing the efficiency of data collection, Surfe.com can help reduce costs and maximize business ROI.



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