Surfe Integrates with Ocean.io to Automate and Scale Prospecting with Lookalikes

Surfe connects LinkedIn to CRM platforms, allowing sales teams to seamlessly transfer and enrich LinkedIn data. The platform automatically pulls contact details like email addresses and phone numbers from trusted data sources. It also integrates intent signals, helping you determine which companies will most likely convert into buyers.

We aim to eliminate manual data entry for sales reps and guide them toward the right prospects. Ocean.io fits perfectly into this by identifying lookalike companies that align with our users’ ideal customer profiles.

Maged

Head of Product, Surfe

Finding Lookalike Companies to Expand Prospect Pools

For sales teams, identifying the next best leads isn't just about managing data between LinkedIn and a CRM—it’s about discovering new opportunities. A major hurdle lies in finding companies that share similar characteristics with existing high-performing accounts. 

Without a reliable way to identify lookalikes, sales reps often rely on manual research, which is time-intensive and prone to errors. This often results in overlooked prospects and lost opportunities.

Surfe’s Integration with Ocean.io

Surfe partnered with Ocean.io to transform the way sales teams identify and target leads. This integration leverages Ocean.io’s ability to find lookalike companies and Surfe’s LinkedIn-to-CRM bridge to provide enriched, actionable prospect data. Together, the platforms empower sales reps to target the right companies with precision and efficiency.

Surfe has rolled out this integration to over 100 initial users, with plans to expand it across its customer base. Early feedback highlights two standout benefits:

Users love that they can instantly access a curated list of prospects without extensive research. It’s like having their next steps laid out for them.

Maged

Head of Product, Surfe

Pre-integration, Surfe users relied on manual processes to identify prospective companies that matched their ideal customer profile (ICP). 

Ocean.io upgraded this process by analyzing Surfe’s CRM data to identify companies resembling users' most successful accounts. 

For example, if a user had success targeting companies like Cognism and Lusha, Ocean.io would analyze both companies and give them lookalikes, which are usually highly accurate.

Ocean.io allows us to identify lookalike companies with incredible accuracy. It’s become a game-changer for helping our users expand their prospecting pool.

Maged

Head of Product, Surfe

Streamlining Lead Identification and Enrichment

The integration between Ocean.io and Surfe creates a workflow for sales teams to identify, prioritize, and engage high-potential leads.

It begins with Ocean.io analyzing CRM data from Surfe to understand a user’s Ideal Customer Profile (ICP). Based on this analysis, Ocean.io generates a list of lookalike companies—businesses that share key traits with the user’s most successful accounts.

Once Ocean.io identifies these lookalike companies, Surfe takes over to refine and enrich this list with additional insights. Surfe pulls real-time intent signals from multiple sources, including indicators like hiring trends, market expansion activities, and internal department growth. These signals determine whether a company is in-market and ready to engage with the user’s offerings.

Let’s say Ocean.io identifies 50 companies that resemble your existing top clients. We then analyze these companies for activity patterns that suggest they are actively looking for solutions. For example, if a company recently expanded into a new market, this could signify an opportunity. By aggregating this data, we score each account on its relevance and readiness to buy.

Maged

Head of Product, Surfe

The enriched account list is then presented to the user in a structured, prioritized format. The integration replaces the manual task into an efficient, automated workflow. Instead of spending hours on LinkedIn and other platforms researching leads, sales reps can focus on reaching out to the most relevant accounts.

With the integration perfectly in place, Surfe aims to enhance its offering by automating the identification of buying groups within target companies. This will further streamline the sales process and enable you to approach prospects with even greater confidence.

As the partnership evolves, the Ocean.io–Surfe integration stands as a prime example of how technology can simplify and enhance B2B sales prospecting. Together, these platforms are redefining how sales teams identify and engage with their next best customers.