Surefire Local Features
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Platform (6)
Customization
System provides sufficient customization to meet business requirements
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Email Marketing (4)
Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (3)
Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Reporting & Analytics (5)
Basic Reporting
Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Social Management (7)
Social Analytics
Reports on the performance of social media posts and campaigns.
Social Publishing
Allows the creation, management, and scheduling of content to be shared across social media channels.
Campaign Optimization
Identifies trends in social media campaigns, such as optimal posting times, to improve performance.
Social Engagement
Centrally manages social media content and conversations across multiple social channels.
Social Ads
Provides features for managing and optimizing paid advertisements across social channels.
Campaign Planning
Allows for categorizing or grouping individual posts to streamline social media marketing campaigns.
Hashtag Capabilites
Monitor hashtags, their trends, and analytics across all social media platforms
Consumer Intelligence (3)
Customer Feedback
Provides a forum for customers to give feedback and data storage for company analysis.
Competitive Intelligence
Allows users to get real-time information on competitors performance and reputation.
Sentiment Analysis
Gives users greater visibility into the how feel and respond to reputation gaining tactics.
Reporting (3)
Revenue Reporting
Provides tools with enhanced filtering and correlation between revenue and reputation.
Corporate Reporting
Helps monitor the overall performance of marketing efforts and brand establishment.
Dashboard
Provides a centralized hub and management tools for all data points related to online reputation.
Media Monitoring (3)
Social Networks Monitoring
Helps track and monitor social media trends and interactions.
Social Media Management
Helps manage social messaging and measures the full impact of social campaigns.
Digital Media Monitoring
Helps manage ad messaging and measures the full impact of digital advertising campaigns.
In-House Management (2)
Employee Performance
Gives visibility into employee performance and each individual's impact on reputation initiatives.
Team Workflow
Helps establish a workflow that allows team members to communicate effectively and collaboratively.
Marketing Operations (6)
ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Spend Management
Includes features for budgeting, forecasting, and managing marketing investments
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Campaign Activity (6)
Campaign Insights
Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Collects marketing campaign performance data across multiple channels
Brand Optimization
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Listing Management (4)
Network Directory
Ability to submit location data to a wide variety of digital services 20 reviewers of Surefire Local have provided feedback on this feature.
Data Aggregators
As reported in 19 Surefire Local reviews. Ability to submit location data to major aggregators
Duplicate Monitoring
Consistently monitors search engines and directories and removes duplicate listings This feature was mentioned in 16 Surefire Local reviews.
Optimization
As reported in 18 Surefire Local reviews. Offers the ability to enhance listings with menus, photos, videos, or other rich data
Performance (2)
Real-Time Updates
As reported in 19 Surefire Local reviews. Changes to location data are synced across listings immediately and in real time
Analytics
Based on 22 Surefire Local reviews. Provides data or insights into listing performance and engagement
Local Search Optimization (6)
Rank Tracking
Monitor and report on ranking in local search results 25 reviewers of Surefire Local have provided feedback on this feature.
Online Listings
Report on local citations and distribute accurate listing data to directories and search engines This feature was mentioned in 26 Surefire Local reviews.
Google My Business
Optimize or automate content for Google My Business This feature was mentioned in 26 Surefire Local reviews.
Reputation Management
As reported in 26 Surefire Local reviews. Monitor online reviews and brand reputation
Social Media
Integrate with social media and offer management or automation tools 25 reviewers of Surefire Local have provided feedback on this feature.
Dashboards and Reporting
Provide insights and data visualizations from a comprehensive dashboard This feature was mentioned in 26 Surefire Local reviews.
Content & Collaboration (6)
Content Calendar
Enables users to visualize all scheduled social campaigns and content in a timeline or calendar.
Content Library
Allows users to upload and publish brand content from a shared library.
Shared Inbox
Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.
Approval Workflows
Automates the content approval process to ensure social posts are approved by managers or clients before publishing.
Users and Permissions
Allows administrators to assign permissions for different users or teams to access certain platform features.
Content Creation
Provides features for creating or editing social media assets.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Online Reputation Management (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Social Media Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives

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Technology Glossary Features
View definitions of the features and discover new technology terms.
Social engagement is the process of communicating and participating with members of an online community. Discover how brands can measure their social engagement and implement best practices for online success.
Content libraries are a huge digital asset in a company’s content creation process. Learn more about content libraries and how they benefit marketing strategies.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.




