USE CASE · sales

Prospect faster.
Book more meetings.

Spend less time building lists. Wake up to recommended leads, verified contacts, and buying signals, ready to reach out.

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Trusted by GTM teams of all sizes to drive pipeline and revenue

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SDR & BDR Workflows

ICP Prospecting

Wake up with 10 sales-ready leads

Recommendations surface daily: pre-researched contacts ranked by ICP fit, buying signals, and rep activity. No manual prioritization needed.

1

Open your morning feed and see 10+ contacts ranked by ICP fit and live signal.

2

Pick a lead and review the signal (job change, funding, hiring surge) that flagged them.

3

Read the AI-drafted first message, already grounded in that exact signal.

4

Click once to add them to your CRM and push into sequence, then move to the next.

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Four-step workflow diagram: morning feed of ranked leads, review the buying signal, get an AI-drafted message, then add and enroll them.

LinkedIn® → CRM

Enrich while prospecting on LinkedIn®

No tab-switching. Find someone on LinkedIn®, get their verified email, mobile, and full CRM history surfaced right in the Side Panel, in real time.

1

Open any LinkedIn® or Sales Navigator profile while you prospect.

2

Glance at the Side Panel to see verified email, mobile, and full CRM history appear instantly.

3

Hit Add & Enrich to sync the contact to your CRM: no tab-switching, no duplicates.

4

Push them straight into Outreach, Salesloft, or Lemlist without leaving the page.

Net-New Discovery

Expand beyond the book of business

Reps aren't limited to what's already in the CRM. Search for net-new contacts by company, title, signal, or ICP fit within the platform.

1

Set your filters: industry, headcount, title, geography, signal.

2

Browse the verified contacts Surfe returns with email, mobile, and LinkedIn® URL.

3

Export the shortlist straight to your CRM or sequencer, ready to activate today.

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Three-step workflow diagram: set filters by industry, title, and signal, get verified contacts, then export the shortlist to a CRM or sequencer.

Three-step workflow diagram: spot a buying signal, review the context tied to your ICP, then send an AI-drafted opener that auto-logs to your CRM.

Message Generation

Signal-grounded personalised outreach

From contact profile to first message, Surfe generates outreach grounded in the exact signal that made this person relevant today: job change, funding round, news mention.

1

Spot the signal Surfe flagged: new role, funding, hiring surge.

2

Review the context it pulled together and how it ties back to your ICP pitch.

3

Tweak the AI-drafted opener, send it, and watch it log itself to your CRM.

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Account Executive Workflows

Self-Source Pipeline

AEs don't wait for inbound

AEs get the same lead intelligence as BDRs: daily recommendations, enriched account lists, decision-maker search, and relevant signals, to build their own pipeline when inbound is thin.

1

Drop in your named accounts or full TAM list to get started.

2

Let Surfe map the right personas (CRO, Head of Sales, AE) for each account.

3

Watch live signals surface the accounts that are actually in-market right now.

4

Reach out with context already in hand, never another cold call.

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Three-step workflow diagram: track hiring signals across accounts, detect growth like a new department or headcount increase, then start an upsell conversation.

Land & Expand

Daily workflow: LinkedIn® → CRM → Sequencer

The everyday execution loop. LinkedIn® profile → enriched, synced to CRM → pushed to your sequencing tool, in clicks, not hours.

1

Find the contact on LinkedIn® or Sales Navigator while you work.

2

Enrich them on the spot: verified email, mobile, and signals appear in the Side Panel.

3

Add them to your CRM in one click, deduplication handled for you.

4

Send them straight into Outreach, Salesloft, or Lemlist, sequence ready, CRM clean.

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Account Management

Expansion Signals

Turn job changes into upsell & cross-sell conversations

When a champion moves to a new company, it’s a warm intro to a new account. When a new decision-maker joins an existing account, it’s a re-engagement opportunity. Surfe surfaces both, automatically.

1

Surfe monitors all contacts in existing accounts for job and role changes.

2

Signal fires: champion moved on, new budget holder joined, team is growing.

3

Rep or CSM alerted with full context: who changed, to what, and why it matters.

4

Outreach triggered: follow the champion to the new account or re-engage with the new stakeholder.

Four-step workflow diagram: monitor accounts for job and role changes, a signal fires, an alert arrives with context, then outreach is triggered.

Account Growth

Hiring signals as expansion triggers

An existing customer starts hiring aggressively in a new department or new country. That's your signal to expand the contract. Surfe surfaces hiring surges and team growth so CSMs and AEs act before the window closes.

1

Surfe tracks hiring signals across all accounts in the book.

2

Growth detected: new department, new region, headcount surge.

3

CSM/AE reaches out with a relevant upsell or expansion conversation, timed perfectly.

Proof in numbers.

3x

More qualified meetings booked per rep

10hrs

Saved per rep per week on data entry

<2%

Average email bounce rate

certifications

Enterprise-grade security and controls

GDPR compliant, ISO 27001 certified, and designed to meet the security expectations of modern GTM teams.

Explore Trust Centre

GDPR Compliance

Surfe's ISO 27001 certification ensures our people, processes, and infrastructure are independently audited to the highest international standard.

ISO27001 Certified

Surfe complies with California's Consumer Privacy Act, safeguarding the personal data rights of California residents.

CCPA Compliant

Surfe complies with California's Consumer Privacy Act, safeguarding the personal data rights of California residents.

Hear from the teams that grow with Surfe

Discover all Client Stories

Alexis Valentin, Head of GTM Ops at Wonderful.AI

Read full story

"Through the enrichment waterfall, you get the company, the email, the phone number - and all of that syncs to the CRM automatically."

Bastien Roche, Senior RevOps Manager at Swan

"I used a lot of tools and for Surfe, I would recommend 10/10!"

Axel Debreilly, Business Operations Manager at Batch

⅔

Less time spent on prospecting with Salesforce, Salesloft, and business socials

Read story

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"With Surfe, we transformed the way we qualify the person we add to Salesforce"

Alisha Woodward, CRO Specialist at AB Tasty

"Surfe makes it very easy to collaborate directly in their business socials lead list builder"

Caroline Gaubert-Amy, BDR manager at Shipup

9.5h+

per month saved by each BDR

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Green Gradient

137h+

saved monthly on manual data entry

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Pink Gradient

⅔

Less time spent on prospecting with Salesforce, Salesloft, and business socials

Read story

Orange Gradient

155h+

saved monthly by the team

Read story

Pink Gradient

9.5h+

per month saved by each BDR

Read story

Green Gradient

"Surfe makes it very easy to collaborate directly in their business socials lead list builder"

Caroline Gaubert-Amy, BDR manager at Shipup

137h+

saved monthly on manual data entry

Read story

Pink Gradient

116h+

Saved per month for a team of 11 equivalent to 1 full workday for everyone

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"Implementing a tool used to be a nightmare, but with Surfe, everything is seamlessly, easy, and quick"

Robin Iss, Head of Growth

Blog

Resources to build more pipeline.

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Podcast

Stop Closing, Start Blooming: A Smarter Way to Win Enterprise Deals

Angela Lindberg swapped a career in psychology for enterprise sales. On episode eight of Sales Rewritten, the Unmind seller explains why she blooms deals instead of closing them, and what building BetterUp's European team taught her about resilience.

Learn more

Podcast

I Was the Biggest Sales Enablement Sceptic…Now I Do It for HubSpot

Ally Kavanagh has sold radio ads in Boston and enterprise software in London. On episode seven of Sales Rewritten, HubSpot's Lead Enablement Partner for EMEA shares what 15 years in sales has taught her about resilience, EMEA selling and enablement.

Learn more

Podcast

'Stop Chasing Quota’: Elite Sports Psychologist on How Top Sellers Win

Roberto Forzoni has spent more than 30 years helping elite athletes perform under pressure. On episode six of Sales Rewritten, the sports psychologist shares the habits sellers can borrow from Premier League footballers, Olympians and Andy Murray.

Learn more

Frequently Asked Questions

Your most pressing questions, answered with clarity.

See it on your data.

Start free in minutes, or get a tailored walkthrough with our team.

Start for free

Book a demo

GDPR Compliant

ISO 27001 Certified

Abstract glossy blue 3D wave-shaped graphic on a transparent background.

Prospect faster. Book more meetings.

SDR & BDR Workflows

Wake up with 10 sales-ready leads

Enrich while prospecting on LinkedIn®

Expand beyond the book of business

Signal-grounded personalised outreach

Account Executive Workflows

AEs don't wait for inbound

Daily workflow: LinkedIn® → CRM → Sequencer

Account Management

Turn job changes into upsell & cross-sell conversations

Hiring signals as expansion triggers

Proof in numbers.

Enterprise-grade security and controls

Hear from the teams that grow with Surfe

Resources to build more pipeline.

Stop Closing, Start Blooming: A Smarter Way to Win Enterprise Deals

I Was the Biggest Sales Enablement Sceptic…Now I Do It for HubSpot

'Stop Chasing Quota’: Elite Sports Psychologist on How Top Sellers Win

Frequently Asked Questions

See it on your data.

Prospect faster.
Book more meetings.