Back to Cases
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'.
Want similar results?
Schedule a call
The Complete Pipedrive RevOps Stack
Connect CRM, outbound, calling, and proposals into a single source of truth.
From Busywork to Revenue
Eliminate 12+ hours of admin work per week with smart automation.
Pipedrive CRM Mastery
Everything you need to implement, optimize, and scale Pipedrive.
Knowledge Hub
as few buttons as possible, as much automation as possible
one-time implementation party
Pipedrive Implementatie
Pipedrive Implementation
CRM inrichting door Platinum Partner
CRM setup by Platinum Partner
HubSpot Implementatie
HubSpot Implementation
Inbound & marketing automation
Zoho CRM Implementatie
Zoho CRM Implementation
Flexibel CRM voor groeiende teams
Flexible CRM for growing teams
HubSpot naar Pipedrive Migratie
HubSpot to Pipedrive Migration
Volledige migratie, vaste prijs
Full migration, fixed price
Pipedrive Workflow Automatisering
Pipedrive Workflow Automation
Stop met admin, automatiseer follow-ups
Stop the admin, automate follow-ups
Pipedrive Integraties
Pipedrive Integrations
Custom gebouwd en uit de marketplace
Custom built and from the marketplace
Sales Automatisering
Sales Automation
Outbound, sequencing & workflows
Outbound Sales Funnel
End-to-end outbound funnel, vaste prijs
End-to-end outbound funnel, fixed price
Marketing Automatisering
Marketing Automation
Lead nurturing, scoring & campagnes
Lead nurturing, scoring & campaigns
AI Sales Agents
Intelligente agents voor je salesteam
Intelligent agents for your sales team
Revenue Dashboards
Real-time KPI's gekoppeld aan je CRM
Real-time KPIs connected to your CRM
RevOps Consultancy
Strategie, alignment & dashboards
Strategy, alignment & dashboards
Pipeline Repareren
Fix Sales Pipeline
Stop lekkages in je funnel
Stop leaks in your funnel
Outbound Opschalen
Scale Outbound Sales
Meer meetings, minder handwerk
More meetings, less manual work
Lead Conversie Verbeteren
Improve Lead Conversion
Van lead naar klant, sneller
From lead to customer, faster
Sales Automatiseren
Automate Sales Processes
Elimineer repetitief werk
Eliminate repetitive work
CRM Migratie
CRM Migration
Veilig overstappen zonder dataverlies
Switch safely without data loss
CRM & Implementatie
CRM & Implementation
Groei & Automatisering
Growth & Automation
Case Studies
Alle resources
All resources
Gidsen, playbooks en kennisbank
Guides, playbooks and knowledge hub
Alle vergelijkingen
All comparisons
CRM-vergelijkingen op een rij
CRM comparisons in one place
Pipedrive vs HubSpot
Pipedrive vs Salesforce
Pipedrive vs Zoho CRM
HubSpot vs Zoho CRM
Pipedrive vs GoHighLevel
Over Ons
flex flex-col gap-0.5 px-3 py-2.5 rounded-lg hover:bg-gray-50 transition-colors group
(min-width: 1024px)
Gratis Check
Free Check
fixed top-0 left-0 right-0 z-50 transition-all duration-300
Sales Surge
h-full w-full object-contain
flex items-center gap-1.5 text-sm font-medium transition-colors hover:opacity-70
left-1/2 -translate-x-1/2
h-3.5 w-3.5 transition-transform duration-200
absolute top-full pt-3
bg-white rounded-xl shadow-[0_8px_30px_rgb(0,0,0,0.12)] border border-gray-100 p-3
absolute inset-0 transition-all duration-300
max-w-6xl mx-auto
mt-4 inline-flex items-center gap-2 px-3 py-1.5 bg-white/5 border border-white/10 rounded-full text-xs text-white/60
mailto:info@sales-surge.nl
noopener noreferrer
text-white/70 hover:text-white transition-colors flex items-center gap-1.5
text-[10px] font-bold bg-primary/20 text-teal-on-dark px-1.5 py-0.5 rounded-full uppercase tracking-wider
We've Seen Hundreds of Pipedrive Accounts.
block group
text-[10px] font-bold bg-primary/30 text-teal-on-dark px-2 py-0.5 rounded-full uppercase tracking-wider
inline-flex items-center gap-1.5 bg-primary/20 text-teal-on-dark font-semibold text-sm px-4 py-2 rounded-xl group-hover:bg-primary/30 transition-colors
w-4 h-4 group-hover:translate-x-0.5 transition-transform
Pipedrive Partner Advisory Council Member
Officieel lid van de advisory group van Pipedrive
Official member of the Pipedrive advisory group
Pipedrive Platinum Partner. Wij richten uw CRM, automatisering en outbound zo in dat sales voorspelbaar groeit.
Pipedrive Platinum Partner. We set up your CRM, automation and outbound so sales grows predictably.
RevOps Aanpak
Alle producten
All products
Platforms & Partners
↳ Pipedrive Marketplace Profiel
↳ Pipedrive Marketplace Profile
Resources hub
Pipedrive Gids
Pipedrive Guide
Outbound Gids
Outbound Guide
RevOps Gids
RevOps Guide
AI Sales Agent Gids
AI Sales Agent Guide
Pipedrive Partner Kiezen
Choose a Pipedrive Partner
Tool Gidsen
Tool Guides
Alle CRM vergelijkingen
All CRM comparisons
Pipedrive Prijzen Gids
Pipedrive Pricing Guide
HubSpot naar Pipedrive Checklist
HubSpot to Pipedrive Checklist
RevOps KPI Woordenlijst
RevOps KPI Glossary
Wat je CRM je zou vertellen als het eerlijk was
What Your CRM Would Tell You If It Were Honest
Niemand antwoordt op een e-mail die klinkt als een e-mail
Nobody Replies to an Email That Sounds Like an Email
We hebben honderden Pipedrive-accounts gezien.
Elk gesprek is data. Tenzij niemand het logt.
Every Conversation Is Data. Unless Nobody Logs It.
Waarom Sales Surge
Why Sales Surge
Visiting address
Pipedrive Setup Advisor
Beantwoord 12 vragen → ontvang een gratis maatwerk CRM blueprint met pipeline, velden & automatiseringen
Answer 12 questions → get a free custom CRM blueprint with pipeline, fields & automations
Start gratis
Start free
Alle rechten voorbehouden.
All rights reserved.
Partner Badge
SALES SURGE
Dutch Engineering
info@sales-surge.nl
AI Sprint
Pipedrive Partner
Apollo + Pipedrive
Instantly + Pipedrive
Make + Pipedrive
Clay + Pipedrive
AI Tool
Sales Surge - Align • Automate • Accelerate
width=device-width, initial-scale=1.0, maximum-scale=5.0
application/ld+json
max-w-4xl max-h-[90vh] p-0
Pipedrive Scheduler Embed
Gerelateerde Artikelen
Related Articles