Struggling to keep track of sales deals across platforms?
Learn how to manage them directly on LinkedIn.
Sales teams can manage their deals more effectively using Surfe’s LinkedIn integration. This feature allows you to create and track deals right from a prospect’s LinkedIn profile, and they’re synced with your CRM in real-time.
Creating a New Deal in Surfe
Clicking "Create Deal" on the prospect's LinkedIn profile, to create a new deal and sync it with your CRM. You can specify key details such as the deal's name, stage, expected close date, value, and notes.
Navigate to the Prospect's LinkedIn Profile:
Begin by going to the LinkedIn profile of the contact you’re working with.
Click on "Create Deal":
Select the "Create Deal" option. This will open a form where you can fill out the details of the deal.
3. Choose Your Pipeline:
Select the appropriate pipeline where you want the deal to be added. This ensures that the deal is categorized correctly in your CRM.
4. Fill in Deal Details:
Enter essential information like the deal name, stage, expected close date, value, and any relevant notes. You can later update it if any changes occur!
Managing Existing Deals in Surfe
You can view and update deal details directly from the LinkedIn profile of the associated contact, even if the deal was created in your CRM before connecting Surfe. Whether you need to adjust the deal stage, modify the value, or change the expected close date, any updates you make are instantly synced with your CRM.
Accessing Deals from LinkedIn:
You can view and update deal details directly from the LinkedIn profile of the associated contact, even if the deal was created in your CRM before connecting Surfe. Whether you need to adjust the deal stage, modify the value, or change the expected close date, any updates you make are instantly synced with your CRM.
Editing Deal Information:
If you need to make changes, simply open the deal, and update details such as the stage, value, or expected close date. Any changes made here are instantly reflected in your CRM, ensuring consistency across platforms.
Adding a Contact to an Existing Deal
If you've found a new prospect that should be added to an existing deal, you can easily link them to an existing deal in your CRM from their LinkedIn profile.
Click "Create Deal"
Begin by going to the LinkedIn profile of the contact you’re working with. and clicking ‘Create New Deal’ or ‘Add as Deal’Select "Link to Existing Deal"
Instead of starting a fresh deal, click on "Existing Deal" in the pop-up window that appearsSelect Relevant Deal
You can then search for and select the relevant deal from your CRM, then link. This feature ensures that all key players are linked to the correct deal
For Admins!
You can customize the default template for new deals created through Surfe. The template can include placeholders like #contact, #firstname, #lastname, and #company, which will be automatically replaced with the actual contact and company names when a new deal is created.
Example:
Template: "New deal with #contact of #company"
Result: "New deal with John Doe of ABC Corp."You can do so by accessing our Surfe Dashboard->Settings-> Admin Settings
Scroll to the bottom of the page and you’ll find ‘Custom Deal Name’
