Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Accessibility Testing

Beta Testing

Continuous Integration

Cross-Browser Testing

Feature Management

Functional Testing

Development

Business Intelligence (BI)

Calendar

Collaboration

Emissions Management

Enterprise Content Management

Enterprise

Accounting

Accounts Payable

Crypto Tax

Treasury Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Custom Software Development Services

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

IoT Device Management

Managed Private Cloud

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Sales Enablement

eCommerce Analytics

Sales

Cloud Security Posture Management

Security

Apparel

Banking

Direct Secure Messaging

Financial Services CRM

Geographic Information

Medical Office EMR & EHR

Mental Health

Text Analysis

Vertical-Specific

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### Co-browsing Solutions
Users have consistently highlighted Surfly's co-browsing solutions as a valuable tool for facilitating real-time, efficient collaboration with clients and colleagues. The platform's ease of use and ability to share screens effortlessly have been commended for streamlining communication processes and enhancing overall productivity. Additionally, the integration of features like video conferencing and document collaboration has further solidified Surfly's position as a reliable co-browsing solution for various industries.

### Video Chat Services
Users consistently praise Surfly's video chat services capabilities for their ease of use and real-time collaboration features. The ability to engage with clients and students through video chat, document sharing, and screen sharing has been highlighted as a valuable asset. Despite occasional technical issues like bandwidth warnings, users appreciate the convenience of initiating video calls and co-browsing sessions effortlessly. The platform's intuitive interface and dynamic functionality have contributed to improved communication and enhanced customer experiences.

### Screen Sharing Tools
Users consistently highlight Surfly's screen sharing tools as a standout feature, praising its ease of use, real-time capabilities, and ability to share content in full resolution. The tool's co-browsing functionality, which operates directly in the browser without the need for additional software, is particularly lauded for its simplicity and comprehensive set of features. Surfly's screen sharing and co-browsing capabilities have been instrumental in enhancing collaboration and providing a smooth, uninterrupted experience for users, distinguishing it from other traditional screen sharing tools.

### Customer Support Enhancements
Users unanimously praise Surfly's customer support capabilities, highlighting its ease of use and effectiveness in providing immediate assistance to clients. The platform's ability to facilitate real-time connections, screen sharing, and remote control features has significantly improved customer satisfaction and sales performance. Surfly's customer support enhancements have been instrumental in streamlining support processes and maximizing contact center efficiency, making it a valuable tool for businesses looking to enhance their customer service experience.

### Sales and Engagement Platforms
Users consistently praise Surfly's sales and engagement platforms for their ability to streamline customer interactions and boost sales effectiveness. The platform's intuitive interface and real-time connection capabilities have been highlighted as key factors in driving customer satisfaction and increasing sales performance. Additionally, users appreciate the platform's versatility in supporting various industries and use cases, from onboarding clients to providing remote sales training. Surfly's sales and engagement platforms have proven to be a valuable tool for enhancing customer experience and driving revenue growth across different business sectors.

### Remote Collaboration Technologies
Users consistently praise Surfly's remote collaboration technologies for their efficiency in facilitating remote work and collaboration. The ability to co-browse effortlessly and securely has been highlighted as a game-changer, particularly in the post-Covid world. Surfly's user-friendly interface and quick connectivity have made remote sessions smooth and productive. Additionally, the platform's document sharing and annotation features have been commended for streamlining collaboration efforts. Despite some minor issues with remote support using phone calls, overall, users find Surfly's remote collaboration technologies to be a valuable asset in enabling remote work and enhancing team collaboration.

### Collaboration Tools for Teams
Users across various industries have expressed high satisfaction with Surfly's collaboration tools for teams. The ability to engage in real-time document sharing, video chat, and co-browsing has significantly improved their remote collaboration efforts. Surfly's user-friendly interface, session sharing capabilities, and efficient workflow features have been highlighted as key strengths by reviewers. The platform's ease of use and smooth experience have made it a preferred choice for teams looking to enhance their collaborative work processes.

### Document Sharing and Management
Users consistently praise Surfly's document sharing and collaboration features, highlighting the ease of use for both customers and agents. The ability to customize settings such as user interface and access controls has been well-received. Additionally, the e-signature feature and document collaboration tools have been particularly beneficial for industries like insurance, enhancing digital service offerings. The universal browsing with video chat and document upload/download capabilities have also been commended for their convenience and efficiency. The availability of a free trial and online resources has further facilitated early evaluation and adoption of Surfly's document sharing and management functionalities.

### Real-Time Communication Systems
Users across various professions and industries consistently highlight Surfly's real-time communication systems as a key strength of the platform. The ability to engage with clients and colleagues in real time, share documents, and provide immediate support has been lauded for its ease of use and effectiveness. The feature that allows users to view and interact with customers' screens in real time has been particularly praised for enhancing troubleshooting and problem-solving processes. Additionally, the flexibility and simplicity of Surfly's real-time connection capabilities have been commended for streamlining communication and collaboration efforts.

### Digital Sales Strategies
Users appreciate Surfly's digital sales strategies, particularly highlighting the ease of use of the co-browsing feature for both customers and agents. The ability to customize settings and the inclusion of features like e-signatures and document collaboration have been commended for enhancing the digital sales process. Additionally, the universal browsing with video chat and document upload/download capabilities have been recognized as a valuable combination for digital insurance services. The availability of a free trial and online resources for evaluation has also been positively noted by users.

### Integrated Platform Features
Users across various reviews have expressed high satisfaction with Surfly's integrated platform features. They appreciate the ease of integration and the practicality it brings to their communication processes. The ability to share screens, documents, and facilitate effective communication without the need for additional software downloads has been particularly lauded. This integrated approach has proven to be a valuable asset for users in seminars, workshops, and professional settings, enhancing both personal and business growth objectives.

### Security and Privacy in Digital Interactions
Users consistently highlight Surfly's robust security measures and privacy protocols as key strengths of the platform. The encryption and secure data handling during digital interactions have garnered positive feedback, with users expressing confidence in the protection of their sensitive information. Surfly's commitment to maintaining a safe and secure environment for online sessions is widely appreciated by its user base, reflecting a strong emphasis on security and privacy in digital interactions.

### Industry-Specific Applications
Users across various industries, including insurance, have expressed positive feedback regarding Surfly's industry-specific applications. They appreciate the platform's user-friendly co-browsing solution, customizable settings, and features like e-signature and document collaboration. The combination of universal browsing, video chat, and document capabilities has been particularly well-received in the digital insurance sector. However, some users have raised concerns about the need for Surfly to diversify and expand into other industry verticals to further enhance its offerings.

Users have recommended Surfly for its versatility in various use cases such as onboarding clients, addressing customer queries, advising clients on product features, engaging clients at claims stage, and resolving queries on loans and transactional accounts.

One common recommendation is to try out Surfly due to its ease of use and quick setup. Users find it convenient and time-saving.

Another frequent recommendation is the effectiveness of Surfly as a co-browsing tool. Users believe that it outperforms other products in terms of time, work efficiency, and customer satisfaction, particularly in the COVID-19 era.

Overall, users encourage the use of Surfly for its versatility, ease of use, and effectiveness in co-browsing tasks.

Surfly offers a range of features that help businesses solve various problems. One of the biggest advantages of this product is its co-browsing feature, which allows companies to provide remote support and instruction to clients without requiring them to use third-party meeting software. This has resulted in improved customer experience and enhanced engagement, leading to increased customer loyalty and retention. Surfly's personalization capabilities have also been praised by customers as it has helped them to offer better service, especially in the banking sector. 

Moreover, Surfly has proven beneficial for companies looking to enhance their sales success. The tool includes a video call feature, which enables remote sales and provides product support with visualization, making it easier to guide customers through complex web journeys and complete complex application forms. This has resulted in increased customer satisfaction, leading to higher customer lifetime value and better client retention. In addition, the product's integration capabilities have allowed for easy implementation into existing platforms, reducing development time and cost for companies looking to streamline business operations.

User-friendly interface: Reviewers unanimously praise the platform's user-friendly interface, with many users stating it is easy to navigate and get started with. The intuitive design allows for seamless co-browsing and collaboration, making it a powerful tool for remote work.

Efficient collaboration: Multiple reviewers appreciate Surfly's ability to facilitate efficient collaboration among team members, allowing them to review designs and provide feedback in real-time. This feature saves time and streamlines workflow, making it an ideal solution for customer experience.

Seamless implementation: Many users highlight Surfly's ease of implementation as a key benefit. The dedicated support offered by the Surfly team ensures that deployment is hassle-free without requiring any special configurations or installations.

Connectivity Issues: Some users have experienced connectivity issues and session timeouts, particularly when using the web-based session management platform. Several reviewers have reported this issue, which can pose a challenge for remote teams collaborating in real-time.

API Documentation Difficulties: Some users find the API documentation difficult to navigate and have had to open tickets with support. A few reviewers stated that Surfly could improve its online resources to help developers better understand how to integrate it into their workflow.

Limited Branding Options: Some users would like Surfly to offer more branding and personalization options. A few reviewers mentioned that while they appreciate the white label option, customization is somewhat limited and they would like additional ways to make the tool feel more integrated with their brand.

Surfly, from the company of the same name in Amsterdam, is software to upgrade existing Phone, Chat and Email channels with in-person online co-browsing experiences to achieve customer satisfaction.

Self-Serve Customer Service Solution

Sprinklr Service

Genesys Cloud CX (formerly PureCloud, Genesys Cloud) is a contact center application optimized for automatic call distribution, interactive voice response, email, social media, chat, and text/SMS. It is also a VoIP interconnect service provider.

Genesys Cloud CX 1 - Voice

Genesys Cloud CX 2 - Digital

Genesys Cloud CX 2 - Digital + Voice

Genesys Cloud CX 3 - Digital + WEM

Genesys Cloud CX 3 Digital + WEM + Voice

Genesys Cloud CX

Surfly

Live Chat Software allows website operators to interact directly with visitors on their websites, typically through some combination of instant messaging / chat, video, and survey forms.

Live Chat

Surfly integration for NICE inContact CXone

Turn your application into a collaborative workspace

This is the first video in our new short video series called “It Takes Two,”  featuring our very own Founder and CEO, Nicholas Piël, discussing how to turn any web application into a collaborative workspace. These videos will be two minutes long (ok, maybe 2 1/2 minutes sometimes) and will provide two key learnings that you can takeaway and use.

In this video, Nicholas explains how screen sharing is a passive way of sharing your full screen as a bunch of pixels. With co-browsing you share the original content, making it a high quality way of collaborating. Screen sharing comes with security vulnerabilities, but with co-browsing you have full control over what's being shared. Furthermore, co-browsing allows companies to add a collaborative layer to their own website or application, while leveraging the benefits of their existing infrastructure. Without any code changes of software installations.

If you want us to cover a specific topic, just let us know by emailing josephina@surfly.com.

_________________

Time stamps:

0:19 What is the difference between co-browsing and screen sharing?
0:50 How can I implement co-browsing in my organization?
1:49 How does Surfly work?
2:07 Two Takeaways

Chat Automation

Allows businesses and website owners to interact with visitors in real time through a chat box or webchat (video, SMS, messaging, etc) that can be customized for user experience optimization.

Real-time messaging

Refers to the functionality and usability of real-time chat messaging with customers and prospects.

Chat notifications

Alerts and reminders for chat requests, missed messages, appointments, etc.

Prospecting

The ability to identify, qualify, and segment prospects, as well as filter leads.

Chat-based scheduling

Enables customers and prospects to book and schedule meetings.

Ticketing system

Ticket form creation and routing to designated service representatives based on chat interactions.

Third-party integrations

Integrations with third-party software for CRM, scheduling, marketing automation, telecommunications, SMS, messaging, etc.

Chat widgets

Pop-up chat boxes that enable customizable greetings, canned responses, and interactions between customers and live agents or chatbots.

Chat sentiment analysis

Allows the software to gauge the level of customer satisfaction in chatbot, live chat, or virtual assistant conversations.

Chat transfer

The ability to transfer live interactions to different departments or agents.

Chat Analytics and Reports

Analytics and reporting on web visitors' activities and interactions with customer service representatives.

Chat history and transcripts

Enables users to visualize past conversations and notes.

Chat reporting

Standard or customizable reports with user engagement metrics.

Chat and web analytics

Analytics that enable the tracking of user website visits and chat box interactions.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Surfly

Overview

What is Surfly?