Sales Surge
    SALES SURGEAlign•Automate•Accelerate
    🎙️Surge Sessions · Live Masterclass
    Thursday June 26·10:00–11:00 (Amsterdam)

    We've seen hundreds of Pipedrive accounts. This always goes wrong.

    A live masterclass by Sales Surge, Pipedrive and CloudTalk on what we see when we take over an account. What it costs. And how to set it up right the first time so your team actually uses it.

    Free access60 minIncludes live Q&AFirst 10: free Pipedrive review
    Pipedrive Platinum PartnerPipedrive Platinum PartnerCloudTalk Elite PartnerCloudTalk Elite Partner
    About this masterclass

    What is this about?

    As a Pipedrive Platinum Partner, we get inside a lot of companies. First thing we do: look around. And every time we see the same thing.

    Deals stuck on the same stage for months. Activities nobody logs anymore. Pipelines full of stalled deals nobody dares to archive. Custom fields created with good intentions but filled in by no one. And somewhere at the bottom: a caller having great conversations but doing nothing with them in the system.

    Not because the team is bad. But because the setup never grew with the company. What started as a simple pipeline for three people doesn't work for a team of twelve. And calling and CRM remained two separate worlds, which means valuable conversation data gets lost.

    The result: your manager steers on gut feeling instead of data. Your forecast is off. And your team spends time updating the system instead of closing deals. That doesn't just cost you productivity. It costs you revenue.

    In this masterclass, Sales Surge, Pipedrive and CloudTalk show you what we see when we take over an account. We walk through the five patterns we see in almost every account, show you what it costs when you don't fix them, and give you a concrete checklist to evaluate and improve your own setup.

    What you'll take away

    Five patterns

    The five patterns we see in almost every Pipedrive account. From polluted pipelines to missed activities. Recognizable, concrete and immediately improvable with the steps we give you.

    Setup checklist

    A comprehensive checklist to evaluate your own Pipedrive setup. From pipeline structure and field configuration to automations and reporting. Immediately applicable after the masterclass.

    CloudTalk + Pipedrive demo

    A live demo of how CloudTalk and Pipedrive work together so every call is automatically logged, lands in the right deal and triggers follow-up. No more manual work.

    What it costs

    Concrete calculations of what a poor setup costs you in revenue, time and team adoption. We show you how to make those costs visible and how quickly a good setup pays for itself.

    Who is this for?

    B2B Sales & RevOps

    Sales managers, founders and RevOps leads who use Pipedrive and know there's more in it than they're currently getting out. Whether you just purchased Pipedrive or have been using it for years, this masterclass shows you what you're missing and how to fix it.

    Reserve your free spot

    First 10 registrants receive a free Pipedrive account review from Sales Surge. We look inside your account and give you a personal improvement report with priorities.