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From Teamleader to Pipedrive: a scalable revenue engine
How it started
The Challenge
No unified pipeline
No tightly organized pipeline; everyone had their own overview
Scattered lead sources
Web forms, socials and email generated leads, but there was no single source of truth
Ad hoc follow-up
Follow-up of quotes and invoices was ad hoc; reminders depended on discipline rather than system
Limited insights
Management had too little insight into revenue forecast, margin and workload per employee
In short: lots of revenue potential, but a 'leaky' funnel.
What we built
We restructured the entire commercial process with integrated tooling and smart automations.
Custom Pipelines
New Business pipeline with clear stages: from new lead to completed assignment
Nurture pipeline for former customers (6-12 months) and key accounts
Integrated Tooling
Native email integration in Pipedrive
WhatsApp integration via Make/Zapier, with call recording options
Web forms and ads directly to Pipedrive → automatic creation of contacts, organizations and deals
Automations & Follow-up
Deals automatically move through at milestones (e.g. 3D design ready, email opened, WhatsApp conversation held)
Automatic tasks and email reminders for callbacks/quote follow-up
Quote and invoice nurture directly from Pipedrive, including templates and digital payment flows
Dashboards & Reporting
Revenue tracker, margin overview per assignment, workload indication per employee
Analysis of won, open and lost quotes with retargeting actions
Training & Handover
On-site/online training for the team
Short videos and explanation of the technical infrastructure
The Results
Less time on manual work
Follow-up now happens from one system with automatic triggers. The team spends time selling, not administrating.
Shorter lead-to-assignment cycle
Bottlenecks become visible in dashboards. Requests move faster from quote to signed assignment because nothing gets stuck.
Data-driven decisions
Real-time overview of pipeline health, revenue forecast and margin per project. Less dependence on 'who has what in Excel'.
Thanks to the blueprint and automations, we now work more efficiently and have a scalable foundation to continue growing.
What we do now
Further development of automations: new triggers (e.g. based on review scores, advertising campaigns, seasonal assignments)
Dashboard tuning: extra reports on channel ROI, average deal value and retention of recurring customers
Sparring on next steps: expanding to multi-channel acquisition (e.g. LinkedIn automation, Instantly campaigns) once the foundation is stable
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Van Teamleader naar Pipedrive: een schaalbare revenue engine
Hoe het begon
De Uitdaging
Geen uniforme pipeline
Geen strak ingerichte pipeline; iedereen had zijn eigen overzicht
Verspreide leadbronnen
Webformulieren, socials en mail zorgden voor leads, maar er was geen één centrale bron van waarheid
Ad hoc opvolging
Opvolging van offertes en facturen was ad hoc; reminders waren afhankelijk van discipline in plaats van systeem
Beperkt inzicht
Management had te weinig inzicht in omzetprognose, marge en workload per medewerker
Kort: veel omzetpotentieel, maar een 'lekkende' funnel.
Wat we hebben gebouwd
We hebben het hele commerciële proces herstructureerd met geïntegreerde tooling en slimme automations.
Pipelines op maat
New Business pipeline met duidelijke stadia: van nieuwe lead tot afgeronde opdracht
Nurture pipeline voor oud-klanten (6 tot 12 maanden) en belangrijke accounts
Tooling geïntegreerd
Native e-mailkoppeling in Pipedrive
WhatsApp-integratie via Make/Zapier, met opties voor belopnames
Webformulieren en ads direct naar Pipedrive → automatische aanmaak van contacten, organisaties en deals
Automations & opvolging
Deals schuiven automatisch door bij mijlpalen (bijv. 3D ontwerp klaar, e-mail geopend, WhatsApp-gesprek gevoerd)
Automatische taken en e-mailherinneringen voor nabellen/offerte-opvolging
Offerte- en factuur-nurture direct vanuit Pipedrive, inclusief templates en digitale betaalflows
Dashboards & rapportage
Omzettracker, marge-overzicht per opdracht, workload-indicatie per medewerker
Analyses van gewonnen, open en verloren offertes met retargeting-acties
Training & overdracht
Onsite/online training voor het team
Korte video's en uitleg van de technische infrastructuur
De Resultaten
Minder tijd aan handwerk
Opvolging gebeurt nu vanuit één systeem met automatische triggers. Het team besteedt tijd aan verkopen, niet aan administreren.
Kortere doorlooptijd
Bottlenecks worden zichtbaar in dashboards. Aanvragen bewegen sneller van offerte naar getekende opdracht omdat niets blijft hangen.
Data-gedreven beslissingen
Real-time overzicht van pijplijngezondheid, omzetprognose en marge per project. Minder afhankelijkheid van 'wie wat in Excel heeft staan'.
Dankzij de blueprint en automatiseringen werken we nu efficiënter en hebben we een schaalbaar fundament om verder te groeien.
Wat we nu doen
Doorontwikkeling automations: nieuwe triggers (bijv. op basis van review-scores, advertentiecampagnes, seizoensopdrachten)
Dashboard-tuning: extra rapportages rond kanaal-ROI, gemiddelde dealwaarde en verloop van terugkerende klanten
Sparring over next steps: uitbreiden naar multi-channel acquisitie (bijv. LinkedIn automation, Instantly-campagnes) zodra de basis stabiel is
Ook zulke resultaten?
Plan een gesprek
De Complete Pipedrive RevOps Stack
Verbind CRM, outbound, calling en proposals in één centrale waarheid.
Van Busywork naar Revenue
Elimineer 12+ uur administratief werk per week met slimme automatisering.
Pipedrive CRM Meesterschap
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Branded by EBS Case Study | Sales Surge
How EBS scaled their sales operations with smart CRM automation by Sales Surge
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Branded by EBS
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who has what in Excel
wie wat in Excel heeft staan
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Gerelateerde Content
Related Content
EBS (offline agency) approached Sales Surge with a familiar question: there was growth, but no scalable structure in sales. They were working with Teamleader, but the system didn't fit their commercial process. Quotes, appointments and follow-up were scattered and difficult to manage. The first contact came after a substantive conversation about how they could get more grip on their commercial process, and whether a migration to
could be the solution.
EBS (offline agency) klopte bij Sales Surge aan met een herkenbare vraag: er was groei, maar geen schaalbare structuur in sales. Ze werkten met Teamleader, maar het systeem paste niet bij hun commerciële proces. Offertes, afspraken en opvolging waren verspreid en lastig te managen. Het eerste contact ontstond na een inhoudelijk gesprek over hoe zij meer grip konden krijgen op hun commerciële proces, en of een migratie naar
de oplossing kon zijn.
Owner • Branded by EBS
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Pipedrive Platinum Partner and RevOps consultancy delivering CRM implementation, sales automation, marketing automation and AI sales agents for B2B companies.
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