SURFLY FOR SALESFORCE

Personalize remote selling with video chat and co-browsing for Salesforce

Add personal touch and collaborative functionality to any Salesforce conversation using Surfly’s secure cloud add-on for co-browsing and video chat.

50% shorter sales cycle
90% increase in personalized cross-selling
78% higher satisfaction rate

Benefits

Connect with customers face-to-face and collaborate in a way that feels truly engaging and personal.

Improve your agent efficiency and customer experience, without changing your existing journeys.

Works on any device, instantly — no software to download and no code to add.

Make your existing Salesforce flows fully collaborative

Using Surfly’s remote collaboration solution, consumers, agents, advisors, and CSRs can instantly connect and collaborate via their browsers.

Your agents can upgrade ongoing conversations with co-browsing during a chat, email, or phone call. All with just a few clicks, and without ever leaving the Salesforce interface.

Being able to see exactly what customers see in their browser window means getting real-time contextual insights and providing visual and intuitive guidance.

Engage, exceed expectations, build relationships

Watch your NPS and CSAT increase as your agents deliver engaging experiences using Surfly’s video chat and co-browsing functionality.

You can easily pass control of the browser session, fill forms, and sign documents in real time, enabling active two-way collaboration.

Guiding or onboarding your customers, navigating them through a complex document, or simply helping them sign-up becomes personal and memorable.

Start, sell, and sign —
without leaving Salesforce

Surfly’s built-in Document Editor & E-signing turn your platform into a start-to-sign solution.

Agents and customers can edit and annotate documents, e-sign remotely, and download finished PDFs — all in the same session.

Make all actions accountable

If an agent is helping a customer fill out a form or sign a document, having a record of who performed what action is crucial for reporting and compliance.

Surfly comes with detailed audit logs, so you always have full insight into everything that happened in a session. The level of detail makes them as informative as screen recordings — each in-session event is documented and time-stamped.

You also have fine-grained control over permissions — if you wish, only the customer would be able perform key actions, i.e. pressing ‘Submit’ buttons, ticking boxes, or filling out credit card details.

Much more than just screen sharing

A choppy, compressed, passive experience, vs a smooth, active experience in real-time, just watching vs. working together: this is the choice between screen sharing and co-browsing.

Our co-browsing technology streams events, not pixels, and doesn’t require much bandwidth to deliver smooth, seamless experiences that truly feel like sitting side-by-side.

Privacy and security at the core

With screen sharing you share everything, whether you want or not. But when co-browsing, you are only viewing the contents of a single browser window. Your customers can trust that whatever else they have on their computers will stay private.

Surfly’s technology also allows you to mask sensitive data (like credit card and account numbers) that customers may need to fill in; agents have no access to any private customer information. Ever.

Surfly employs TLS 1.3 transport security, 256bit SSL encryption, full audit log features, and masking of sensitive data to ensure you stay secure and compliant in all your interactions. We are HIPAA, GDPR, ISO 27001, AICPA SOC, and PCI DSS compliant.

Use Cases

Personalized, human, and collaborative experience to shorten your sales cycle and drive more revenue.

Enable your sales team to deliver memorable sales experiences by securely connecting with customers or prospects. Inside a Surfly Session, they can video chat, co-browse the entire web, and edit and sign documents — just like they were sitting side-by-side.

Learn how leading companies use Surfly to boost remote selling ›

Empower your remote advisors to provide the white-glove treatment and deliver meaningful collaborative experiences.

Be it onboarding, finding the right product, or going through a complex document together — Surfly seamlessly adds a human touch to your digital journeys. The combination of co-browsing, video chat, and document editing allows to recreate the face-to-face meeting experience and enables active two-way collaboration, just like the advisor and customer were sitting side-by-side.

Learn how leading companies use Surfly to personalize advisory experiences ›

Human, visual, and collaborative support to increase NPS and FCR.

Enable your support team to instantly connect with customers, wherever they need you. Troubleshooting is visual and straightforward with Surfly’s co-browsing and video chat. It’s just like the agent and customer are sitting side-by-side.

Learn how leading companies transform their customer support with Surfly ›

What Makes Surfly unique?

Trusted by leading companies and loved by 200,000+ users worldwide

Catherine D.

Great additional service to our company!

“It is so easy! No one has to download anything for us to connect and the steps needing to make the connection is simple. It has great features that make it easy to show multiple websites and even be able to show documents loaded in my computer. To be able to swap control of the cursor back and forth is also great, so the end user can feel a part of their own enrollment.”

Read the full Surfly review on G2

Christian H Product Portfolio Director

A pleasure from day one

“Surfly convinced us from day one and since then, we didn’t get disappointed in this valuable and friendly partnership. The software of Surfly is a great addition to the OneDealer-portfolio and makes us, and more importantly – our customers, very happy.”

Read the full Surfly review on G2

Unsub H Principal Engineer

Secret Weapon Against COVID-19

Technical point of view

  • So easy & fast implementation. I don’t need change our website.
  • Powerful APIs with good documents, I made a site in a few days using it.
  • Secure architecture and functions, I can do masking of personal information.
  • No installation, our customer don’t need additional installation.
  • Fast performance

Read the full Surfly review on G2

Create better digital experiences. Without boundaries.