Track Client Asset Activity for B2B Financial CRM Systems
B2B financial CRM systems need real-time insights into client-relevant market activity. Surge delivers volume spike alerts for specific stocks and crypto assets to inform sales and success teams.
The problem
Sales and customer success teams in B2B financial services need to be proactive and highly informed about their clients' market exposure or product performance. Manually monitoring the trading activity of specific stocks, ETFs, or crypto assets that are critical to individual clients (e.g., their own company's stock, competitor's stock, or key holdings) is not scalable. Without automated alerts, teams might miss critical market events that could impact client relationships, signal an opportunity for a new pitch, or indicate a need for proactive support.
Integrating real-time market data directly into CRM systems requires complex API integrations and custom development, often beyond the scope of standard CRM capabilities, leading to reactive instead of proactive client engagement.
How Surge solves it
Concrete example
// Example: Integrating Surge alerts into a Salesforce or HubSpot custom object via webhook
// This pseudo-code illustrates the concept for a CRM integration
function handleSurgeWebhook(alert) {
if (alert.type === 'volume_spike') {
const ticker = alert.ticker;
const currentVolume = alert.current_volume;
const avgVolume = alert.avg_volume_20d;
// Query CRM for clients watching this ticker
const relevantClients = CRM_API.findClientsByWatchedTicker(ticker);
relevantClients.forEach(client => {
CRM_API.createClientActivity(client.id, {
type: "Market Alert",
subject: `Unusual Volume for ${ticker}`,
description: `Current volume: ${currentVolume}, 20-day average: ${avgVolume}. Consider proactive outreach.`,
priority: "High",
timestamp: alert.timestamp
});
});
}
}
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Get notified when stocks and crypto trade unusually heavy.