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    Talpro Software - Xceed365HR
    B2B SaaS & HR Technology

    Talpro Software

    Complete Pipedrive sales engine for B2B SaaS, built from zero to fully operational

    How it started

    Talpro Software had a product ready for market. Their HR platform Xceed365HR was built. Their sales operation was not. No CRM, no pipeline, no defined workflow for SDRs or Account Managers, and no tooling to support repeatable outreach. They needed more than a Pipedrive setup. They needed a complete B2B sales engine: pipeline structure, team workflows, prospecting tools, and management visibility. All connected. All working from day one.

    The Challenge

    1

    Starting from zero

    No CRM, no pipeline stages, no structured outreach. The team had commercial ambition but every sales activity depended on individual effort. Without a shared system, nothing was repeatable and nothing was measurable.

    2

    No shared playbook between SDRs and AMs

    Nobody had agreed on what a qualified lead looked like, when handoff should happen, or how deals should progress through the funnel. SDRs and Account Managers operated independently instead of as a connected revenue team.

    3

    Missing tooling stack for prospecting and deal flow

    Pipedrive alone does not source leads or run outreach sequences. Talpro needed the right tools connected around the CRM for prospecting, follow-up automation, and pipeline management. None of it existed yet.

    Strong product, motivated team, zero infrastructure to bring it to market in a structured, scalable way.

    What we built

    We designed and implemented Talpro's full revenue infrastructure: pipeline architecture, CRM configuration, connected tooling, and team playbook.

    Pipeline Structure & CRM Configuration

    • B2B sales pipeline in Pipedrive reflecting Talpro's actual sales motion: prospecting, first contact, qualification, proposal, and close
    • Clear handoff criteria between SDR and Account Manager, so qualified leads move through the funnel without dropped context
    • Custom fields for the HR software buying cycle: company size, current HR system, decision maker role, and contract value

    Tooling Stack Around Pipedrive

    • Connected tools for lead sourcing, outreach sequencing, and pipeline activity with Pipedrive as the single source of truth
    • Structured SDR workflow: find leads, qualify them, document everything in the CRM before handoff to Account Managers
    • Automation rules to eliminate manual data entry, trigger follow-up tasks, and keep deals moving without constant supervision

    Revenue Process Alignment

    • Aligned the entire revenue process to how Pipedrive natively works, so the team operates with the system instead of around it
    • Full sales playbook documented inside Pipedrive, making new hire onboarding systematic instead of ad hoc
    • Pipedrive Insights dashboards giving leadership real-time visibility into SDR activity, pipeline health, and conversion rates

    The Results

    A sales engine built to last

    Talpro now runs a fully operational B2B sales process with structure, clarity, and the right tools behind it. Not a quick fix. A foundation that scales with the business.

    SDRs and AMs working from one system

    Every rep knows their role at every stage. Leads are sourced, qualified, and handed off consistently. The sales team operates as a connected unit instead of a group of individuals.

    Pipeline visibility and a foundation for growth

    Leadership has a live view of deal progression, rep performance, and conversion rates. The infrastructure supports hiring, onboarding, and scaling the team without rebuilding anything.

    "We brought in Sales Surge to help Talpro Software build our B2B sales process from the ground up, and their deep Pipedrive expertise made all the difference. They structured our pipelines, configured our workflows, and implemented the right tooling stack around Pipedrive to give our SDRs and Account Managers a clear, repeatable system for finding leads and closing deals. What stood out was their ability to go beyond CRM setup. They aligned our entire revenue process to how Pipedrive actually works."
    Talpro Software
    Chuma Chukwujama
    Talpro Software (Xceed365HR)

    What we do now

    Pipeline optimization as the team grows and deal volume increases

    RevOps sparring partner for new tooling and automation needs as the go-to-market motion matures

    Periodic reporting reviews to keep dashboards aligned with the metrics leadership cares about

    Supporting onboarding of new SDRs and Account Managers into the Pipedrive system

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