You don’t need Sales Navigator to prospect with Surfe

You don’t need Sales Navigator to prospect with Surfe
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David Chevalier
by David Chevalier

2 Min. Read

Why let high costs hold you back from optimizing your sales process? Sales Navigator might seem like the golden ticket to LinkedIn prospecting, but the truth is, you don’t need it to succeed.

In fact, you can simplify contact management, automate data entry, enrich contact data, and keep your CRM updated without Sales Navigator thanks to Surfe.

Surfe’s mission is to enable you to send the right message to the right contact at the right time. The features we provide to enable this require a LinkedIn account, but that’s it. No Sales Navigator subscription is required.

Sales Navigator is great when you need to build extensive lead lists based on advanced search criteria, and although we do have some features for Sales Navigator users, there are no Surfe features that require it.

This article will go through each of Surfe’s features and how you can make the most of them without a Sales Navigator license.

In this article, we’ll cover:

Bringing your CRM to LinkedIn

Have you ever wished for a magic button that allowed you to add contacts from LinkedIn to your CRM? Well, Surfe is here to grant that wish. Forget about manual data entry or copy and pasting – Surfe integrates LinkedIn with HubSpot, Salesforce, Pipedrive, Copper, and if you don’t have a CRM, you can just use Google Sheets.

When you visit a LinkedIn profile, you’ll see a modified interface with a new button that allows you to add the contact to your CRM. And just like that, all of their information is migrated automatically.

The relationship isn’t only one way – it works the other way around too. If a LinkedIn contact is in your CRM, you can see contact details, deal statuses, and even notes, natively within LinkedIn, without switching tabs. This two-way sync means you can manage and track deals directly from LinkedIn, reduce data entry errors, and focus on what you do best—building relationships and closing deals. All of that while spending less time on admin than you were before.

Key Benefits:

  • Saves time by automating data entry
  • Ensures data accuracy and reduces errors
  • Allows management and tracking of deals directly from LinkedIn profiles
  • Provides seamless integration with popular CRMs (HubSpot, Salesforce, Pipedrive, Copper, Google Sheets)
Add from LinkedIn

Keeping your CRM up-to-date, all the time

When it comes to sending outreach or managing relationships and deals, you need to be able to depend on the data in your CRM. But according to HubSpot, 22.5% of CRM data becomes outdated every year.

With Surfe, you can keep the contact data in your CRM up-to-date, all the time, so you’ll never lose track of a contact.

Surfe scans your CRM daily, checking for any changes in your contacts’ LinkedIn profiles. Whether someone has switched jobs, moved to a new company, or updated their professional details, Surfe catches it all.

If Surfe finds any changes, it flags them for you, allowing you to update the CRM records with just one click. You’ll now have a list of contacts that have changed positions or companies that you can keep track of. Simply view a contact’s changes, click update, and we’ll clean the CRM for you.

Surfe doesn’t just stop at updating job positions or company names. It also enriches your contacts’ profiles with new data, like updated email addresses and phone numbers, using an intelligent waterfall enrichment tool that we’ll learn more about in the next section.

Key Benefits:

  • Automatically scans and updates CRM records daily
  • Keeps contact information accurate and current
  • Enriches profiles with updated email addresses and phone numbers
LinkedIn Contact Updates

Finding validated contact details

​​Let’s talk about one of the biggest headaches in sales: finding accurate email addresses. It’s common for B2B sales teams to use enrichment tools to locate email addresses. In fact, over 90% of B2B companies use multiple enrichment tools. So why are 60% of sales teams still grappling with contact data issues?

Surfe’s waterfall enrichment tool provides a solution that not only has up to a 95% find rate, but also lives natively within LinkedIn and automatically adds the contact details to your CRM.

The waterfall enrichment tool is able to do this by leveraging multiple databases, including Apollo, RocketReach, Dropcontact, and Hunter. It systematically searches these databases one-by-one to find the most accurate and up-to-date email addresses.

Once an email address is found, it is validated to ensure it is active, greatly reducing the chances of your outreach emails bouncing. So not only is your CRM full of email addresses, but it’s full of active, validated emails to increase the chances of your outreach resulting in booked meetings.

Key Benefits:

  • Up to 95% find rate for accurate email addresses
  • Reduces email bounce rates
  • Automatically syncs the contact details to your CRM
Email Finder_GIF_V13

Personalizing LinkedIn Messages

Crafting personalized messages for each prospect can be incredibly time-consuming. So, we built a template tool for LinkedIn messages that allows you to insert predetermined templates with personalized variables.

You can customize these templates to fit various scenarios, whether it’s an initial outreach, a follow-up, an event invite, or a thank-you message. And you can use personalized variables like #firstname, #lastname, #companyname, and #currentposition.

Once your templates are ready, inserting them into LinkedIn messages is straightforward. Select the template and it will automatically populate the variables you set in the message field. You can make any final tweaks to personalize the message further before sending it off.

You can also select which messages you want to be synced to your CRM. This way, you and your team are always on the same page and never lose track of a relationship or a deal.

Key Benefits:

  • Send personalized LinkedIn messages at scale
  • Reduces the risk of errors and saves time crafting individual messages
  • Allows you to sync LinkedIn messages to your CRM
Message templates for LinkedIn

Tracking follow-up tasks and notes within LinkedIn

Keeping track of follow-ups and important activities is crucial for staying on top of your pipeline. Surfe makes this easy by enabling you to set tasks and reminders directly from LinkedIn profiles. No more switching between different tools and platforms—everything you need is right there on LinkedIn.

With Surfe, setting tasks and reminders is straightforward. While viewing a LinkedIn profile, you can easily create a task or set a reminder for any follow-up actions you need to take. Whether it’s a reminder to send a follow-up email or a task to schedule a meeting, Surfe helps you stay organized and on top of your sales activities. These tasks and reminders are synced with your CRM, ensuring that nothing falls through the cracks.

In addition to tasks, Surfe allows you to add notes directly to LinkedIn profiles. These notes can include anything from important details about the contact to notes from previous conversations. You guessed it! These notes sync automatically with your CRM, so all relevant information is easily accessible to you and your team.

Key Benefits:

  • Set tasks and reminders directly from LinkedIn profiles
  • Keep track of follow-ups and important activities
  • Sync your notes and tasks with your CRM
Notes and tasks

Finding Emails in Bulk with Lighthouse by Surfe

We already went through Surfe’s email finder, but we’ve been quietly working on a way for users to enrich contact details at scale without a Sales Navigator license. For sales teams dealing with large volumes of leads, finding and enriching contact details individually can be a daunting task, even if it is just one click on a LinkedIn profile.

Lighthouse by Surfe is the ultimate solution for bulk email finding. It allows you to enrich contact details for large lead lists using .csv files and it doesn’t require a Sales Navigator license. Lighthouse operates on a credit basis, separate from your Surfe subscription, giving you flexibility to enrich however many contacts you want without having to commit to a monthly subscription.

Using Lighthouse is simple. Here’s how it works:

  1. Prepare Your Lead List: Start by organizing your lead list in a .csv file. Make sure the file includes key details such as names and LinkedIn profile URLs. You can download lists like this from your CRM.
  2. Upload to Lighthouse: Log in to your Lighthouse account and upload your .csv file. Lighthouse will process the file and begin enriching the contact details by running them through the intelligent waterfall.
  3. Download Enriched Data: Once Lighthouse has completed the enrichment process, you can download the updated .csv file with all the enriched contact details. These details can then be easily imported into your CRM or used for your email campaigns.

Key Benefits:

  • Up to a 95% find rate of validated email addresses
  • Operates on a credit basis, offering flexible billing
  • Enrich contacts at scale, whether you have hundreds or thousands of email addresses to find
Lighthouse table

Let’s Wrap It Up!

So there you have it! Sales Navigator, as useful as it is, isn’t necessary to level-up your prospecting with Surfe.

From connecting your CRM to LinkedIn and sending personalized message templates to enriching contact information and managing deals natively within LinkedIn. You can do it all with Surfe and don’t need a Sales Navigator account.

Surfe is free for 2 weeks and comes with 20 free credits for enriching email addresses. There’s no set-up and no credit card required. Simply download the extension, sign in to your CRM or Google account, and get Surfe-ing!

Surfe is trusted

Make Surfe your secret weapon.

Surfe allows you to automatically sync the details, contact information, and conversations you have on LinkedIn to your CRM in one click. You’ll save so much time on admin, everyone will be asking how you do it! 🤫 Shhh, it’s our secret!


How secure is my data when using Surfe?

Surfe takes data privacy and security very seriously. We employ robust security measures to ensure your data is protected at all times. Surfe is fully compliant with GDPR, ensuring that all data handling practices meet stringent European data protection regulations. Additionally, Surfe is ISO27001 certified. For more detailed information on our security measures, please visit our security page.

Does Surfe offer customer support if I encounter issues?

Yes, Surfe offers comprehensive customer support to assist you with any issues you might encounter. Firstly, we have a Help Center that covers all of our most common questions, but you can also contact our support team via the live chat on our homepage and by email.

How does Surfe handle duplicate contacts in my CRM?

Surfe is designed to keep your CRM clean and organized by efficiently managing potential duplicate contacts. When adding or updating contacts, Surfe checks for existing records in your CRM to avoid creating duplicates. It uses unique identifiers, such as LinkedIn profile URLs, to match and update the correct contact. This ensures that your CRM remains clutter-free and that you have accurate, consolidated information for each contact.

Can Surfe be used by teams, and how does it support collaboration?

Absolutely, Surfe is designed to support team collaboration and can be used by multiple team members simultaneously. Surfe allows for shared access to contact data and CRM updates, ensuring that all team members are on the same page. Tasks, notes, and updates made by one team member are instantly visible to others, facilitating seamless collaboration. This synchronized access helps teams work more efficiently, improves communication, and ensures that everyone has access to the most up-to-date information.