Surge Adopt, een product van Sales Surge
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Pipedrive Platinum Partner

Guidance sits next to the field.

Pipedrive adoption, inside Pipedrive itself

Surge Adopt is a browser extension and Pipedrive app that shows guidance, checklists and process control inside Pipedrive itself. Not a separate manual nobody reads, but explanation on the screen where the work happens.

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Value

Without an amount, nobody knows what the deal is worth.

This is what guidance looks like on a record.

On the screen

Guidance where the work is

Tours and checklists appear on the page itself, next to the field they are about. They survive a screen change, because Pipedrive replaces the screen without reloading the page.

At the moment

Agreements that hold

What an organisation agrees about its CRM is captured in rules. Those show what is missing at the moment it is missing, instead of in a report afterwards.

Outside our storage

No content from your CRM

We store keys, ids and object types. No names, no amounts, no free text from records. That is a design choice and not a promise made afterwards.