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Premium Tea Brand
From scattered leads to predictable pipeline
How it started
The Challenge
Lost leads
Website leads came in but disappeared into mailboxes instead of one central pipeline
Manual transfers
Sales had to manually transfer leads, follow up and email → lots of delays and errors
No follow-up logic
Who calls when, which emails go out, what happens if someone clicks but doesn't respond?
Limited visibility
Management had limited visibility into the real funnel: how many leads, conversations, deals?
In short: too much manual work, too little structure.
What we built
End-to-end intake flow
Web forms and touchpoints directly connected to Pipedrive
Automatic creation of contact, organization and deal from every new lead
Smart CRM workflows
Automated deal stages (new lead → in contact → meeting scheduled → proposal → won/lost)
Automatic tasks for sales at important events
Nurture & communication
Personalized email nurtures per lead type
Calendar integration so appointments land directly in team calendars
Reporting foundation
Basic dashboards for lead volume, conversions per step and lead time
We chose 'as few buttons as possible, as much automation as possible' so the team can use the system intuitively.
The Results
More lead engagement
No lead left behind, consistent automated follow-up
Hours saved/month
Less manual administration for the sales team
Pipeline visibility
Clear view of leads, conversations and deals per phase
The collaboration was a game-changer for our lead intake and internal efficiency.
What we do now
Fine-tuning the funnel: A/B testing nurture flows, follow-up cadences and templates
Deeper reporting: extra dashboards for campaign results, CAC and profitability per channel
Ongoing RevOps sparring: periodic sessions to spot new automation opportunities
Evans & Watson now sees Sales Surge as a permanent RevOps partner instead of a 'one-time implementation party'.
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Knowledge Hub
as few buttons as possible, as much automation as possible
one-time implementation party
Evans & Watson, a B2B company in the Netherlands, came to Sales Surge because their lead intake was scattered across multiple tools. They had a
and marketing activities running, but lacked cohesion and capacity to structure it properly. In a short intake call, we mapped out their funnel: from website lead, to intake, to deal in the pipeline.
We created a seamless lead-to-deal pipeline with
at every step.
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Van lead naar klant, sneller
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Elimineer repetitief werk
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Switch safely without data loss
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HubSpot vs Zoho CRM
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Sales-first CRM vs marketing-bureau platform
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Pipedrive Gold Partner and RevOps consultancy delivering CRM implementation, sales automation, marketing automation and AI sales agents for B2B companies.
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