Product updates: Better notes, SalesNav Export, Company Deals

We completely revamped our Note taking experience, so you can better leverage the Surfe environment to better qualify leads and take better notes of your calls, in a fresh and comfy way, right from where you need them the most.

Get an overview of all Notes related to a Contact in a side panel, quickly add Notes on the go:

Surfe extends its List Export support to the Search page. Leverage SalesNav’s powerful filtering capabilities to target and short-list the right leads for your business. Export the most relevant profiles to your CRM in no time.

Up until this new release, Surfe only allowed you to create a new Deal from a Contact. You can now add a new Deals linked to a Company, and view all Deals related to the Contact’s Company from the Contact’s own LinkedIn profile, not to miss any relevant information.

In addition, you can now attach a Contact to an existing Deal, simply by searching for this Deal by name, as demonstrated below:

You can now change a Contact’s owner directly from the Surfe panel in LinkedIn. No need to switch back to your CRM to transfer leads to your teammates!

Adding anyone to a Salesloft cadence from LinkedIn in one click is quite a time saver already. But we improved the experience even further, by allowing you to filter the cadences by name to find the one you’re looking for in a split second. Surfe also shows user defined cadences first, team cadences last.