A Pipedrive partner story

My secret
weapon.

How Evolve turned a project business into a recurring one. See your own process running inside Pipedrive.

Book a demoPick a time with the Supered team
Bruce Bignell  Founder, EvolveMatt Bolian  CEO, SuperedPipedrive Partner Summit · Orlando
From Bruce

In Bruce's
own words.

How Evolve went from lumpy project months to recurring revenue, and what he'd tell another partner starting today.

The trap

From 98/2
to 60/40.

98/2BEFORE
60/40A YEAR LATER

Projects to recurring services, in a little over a year. Lumpy months and lumpy quarters turned into revenue Evolve can plan around.

Recurring revenue.

Bill every month for running your process, not once for setting it up.

Retention.

Stay inside the client's CRM every day, long after go-live.

Win more deals.

Show buyers their own process running in Pipedrive before they sign.

Bruce Bignell recording the Evolve Pipedrive Podcast
Evolve Pipedrive Podcast
Evolve running onsite Pipedrive training
Onsite training
The Evolve team at an event
Out at events
The Evolve team at Evolve 26
Evolve 26
Evolve at Partner Scale Hub
Partner Scale Hub
How it works

Your framework,
running inside Pipedrive.

Everything we showed on stage, in motion. Five things, each one living inside the deal.

01

Always with them

When reps need help, your answers show up inside the deal.

Search from the deal.

Reps search your content without leaving Pipedrive. Answers come from your material.

Instructions inside each stage.

Click the bolt on a stage. Your steps and a step-by-step guide open right on the deal.

02

Real-time enablement

Your framework shows up as coaching cues, a daily list and a manager view.

Coaching cues on the deal.

A deal is missing a next step. The rep sees the rule on the record, fixes it, and it clears.

A daily list for every rep.

Each rep starts the day with what needs doing. Streaks keep them coming back.

See who's following the framework.

Violations fall, the leaderboard tells you who to coach. 1:1s go to coaching, not checking.

03

Change management

Announce a process change and reinforce it where reps already work.

Announce the change inside Pipedrive.

Reps see it the same day. You see who completed it, who snoozed it and who missed it.

Reinforce it until it sticks.

The daily summary lands in Slack, so the whole team sees who is on track.

04

Standardize delivery

Package your services so every client gets the same experience.

Build rules by describing your process.

Type how deals should be handled. Supered sets up the rules, and they fire on the deal right away.

Every new client starts the same way.

Intake and delivery run as client-facing action plans.

Roll the same content out to every client.

Build your onboarding content once and push it to each account.

05

White label

It looks just like you. Your brand, your process.

Everything above had our logo on it.
That's EPS. Supered under the Evolve brand.

Supered-branded view.

Same view with EPS branding. Same actions.

Clients see Evolve helping them every day.

Why this matters · Retention

Leave yourself with clients,
inside their CRM.

Implement and leaveEmbedded in their CRM
KICKOFFBUILDGO-LIVEM4M5M6M7M8M9M10M11M12

Longer engagements. And when they need help again, they call the person who taught them the system.

Revenue per client, kickoff to month 12
More than we could show on stage

What else is in Supered.

  • Process boards
  • Process rules
  • Process compliance
  • Coaching cues
  • Daily action lists
  • Streaks and gamification
  • Announcements
  • Step-by-step guides
  • Search from any deal
  • Knowledge base
  • Training plans
  • Quizzes and knowledge checks
  • Client action plans
  • Onboarding templates
  • Multi-client management
  • White label
G2 Best Results, Sales Enablement, Summer 202680+ five-star reviews on G2SOC 2 Type II and GDPR

Get a
demo.

See your own process running inside Pipedrive. The Supered team will walk you through it and answer your questions.

Book a time