A masterclass by Sales Surge on making your CRM AI-ready. No new platform, no months-long project. Just the CRM you already have, set up so AI can actually work with it.
Watch the masterclass
42 min
Includes checklist
What's this about?
Your CRM knows who your best leads are. It knows which deals will close and which have been dead for months. It just doesn't tell you. Because the data is wrong, the fields are half-empty, and nobody ever thought about what should actually be filled in.
AI doesn't fix that. AI makes it more visible. It exposes what you always suspected: that your CRM has become an expensive notebook instead of the sales weapon it should be. And that's exactly where most companies get stuck once they get serious about AI in their sales process.
The good news: you don't need to start over. You don't need to migrate to a new platform. You don't need to hire a data scientist. What you need is a clear plan for the CRM you already have. Which fields need to exist, which rules need to apply, and how you make sure your team actually uses it.
In this masterclass, Sales Surge walks you through exactly how to turn that around. We take you through the five most common CRM problems we encounter in practice, and for each one, we show you the solution. Concrete, applicable, and ready to implement right after the session.
What you'll learn
Five-step checklist
A concrete step-by-step plan to make your CRM AI-ready. No theory, but action items you can implement in your own environment right after the masterclass.
Fields & governance
Insight into which fields you actually need, which ones you can cut, and how to set up data rules your team will actually follow. Including real-world examples.
Lead scoring without a data scientist
How to set up a working lead scoring model with the tools you already have. We show you how to start with three simple signals and build from there.
GDPR & data quality
The pitfalls around privacy and data hygiene you need to avoid. What you can and cannot store, and how to prevent your CRM from slowly filling up with unusable data.
B2B Sales & RevOps
Who is this for?
Head of Sales, RevOps leads, CRM owners and founders of B2B scale-ups and SMBs looking to get serious about AI in their sales process. Whether you use Pipedrive, HubSpot or another CRM, the principles we cover are universally applicable.
t fix that. AI makes it more visible. It exposes what you always suspected: that your CRM has become an expensive notebook instead of the sales weapon it should be. And that
t need to start over. You don
if it were honest
Pipedrive Implementatie
Pipedrive Implementation
CRM inrichting door Gold Partner
CRM setup by Gold 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
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
CRM & Implementatie
CRM & Implementation
Groei & Automatisering
Growth & Automation
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
Alle vergelijkingen
All comparisons
Overzicht van alle CRM vergelijkingen
Overview of all CRM comparisons
Pipedrive vs HubSpot
Sales-first vs inbound platform
Pipedrive vs Salesforce
Sales-first vs enterprise platform
Pipedrive vs Zoho CRM
Sales-first vs alles-in-één
Sales-first vs all-in-one
HubSpot vs Zoho CRM
Premium vs betaalbaar ecosysteem
Premium vs affordable ecosystem
Pipedrive vs GoHighLevel
Sales-first CRM vs marketing-bureau platform
Sales-first CRM vs marketing-agency platform
Case Studies
Over Ons
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Setup Advisor
Knowledge Hub
Pipedrive Gids
Pipedrive Guide
Outbound Gids
Outbound Guide
RevOps Gids
RevOps Guide
Marketing Automatisering Gids
Marketing Automation Guide
Sales Automatisering Gids
Sales Automation 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
Waarom Sales Surge
Why Sales Surge
↳ Pipedrive Marketplace Profiel
↳ Pipedrive Marketplace Profile
RevOps Aanpak
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.
Bekijk agenda & schrijf je in →
View schedule & sign up →
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
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Start free
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Sales Surge - Align • Automate • Accelerate
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Sales-Surge B.V.
Pipedrive Gold Partner and RevOps consultancy delivering CRM implementation, sales automation, marketing automation and AI sales agents for B2B companies.
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CRM Implementation
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