Přejít na obsah
Peak Atlas
Stav: Available in Peak PRM

Peak PRM · Existing customers

Companies renew contracts.People decide, when they feel understood.

Your CRM knows revenue and term. Peak PRM keeps what the people behind them care about, what you promised and when an honest check-in is due.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Try the care rhythm

Peak PRM manages no contracts, tickets or revenue and does not sync with your CRM.

Example: Anja and her customer contact

Existing customers / Local preview

01The situation02The human job03The effort so far
Existing customers

Example: Anja and her customer contact

The situation
Customers call when something breaks.
The human job
Listen before it gets critical.
The effort so far
CRM fields are built for deals, not for the personal side.
Example, invented

An example

Example: Anja and her customer contact

Anja manages key accounts at a fictional IT agency. Kerstin has a six-week rhythm, and Today now lists her. The last note: Kerstin’s team is moving offices. Anja asks how the move went and offers help with the network setup.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak PRM / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three thoughts. One next step.

Draft · not yet put together

The person
Still open
The occasion
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

How it works

Existing customers

Your CRM knows revenue and term.

  1. 01First

    The situation

    The situation

    Customers call when something breaks.

    Customers call when something breaks. In between there is silence, and at renewal you barely know their priorities.

    You get → The situation
  2. 02Then

    The human job

    The human job

    Listen before it gets critical.

    Listen before it gets critical. Know who speaks up for you internally and keep small promises reliably.

    You get → The human job
  3. 03After that

    The effort so far

    The effort so far

    CRM fields are built for deals, not for the personal side.

    CRM fields are built for deals, not for the personal side. Notes end up in free text nobody reads before the call.

    You get → The effort so far

Try it

Try it with sample data.

Interactive demo with invented sample data. No account, nothing is saved or sent.

Try it

Care · rhythm due

Sample data · nothing is sent
  • Care
  • Open promise
  • Occasion

Interactive demo with invented sample data. No account, nothing is saved or sent.

Peak PRM / Your next step

Good customer relationships don’t just happen.

Try the care rhythm with sample data, then add your most important customer contacts.

Try the care rhythm
Local working example

Good customer relationships don’t just happen.

CRM fields are built for deals, not for the personal side.

Frequently asked questions

Does Peak PRM replace our CRM?

No. The CRM stays in charge of pipeline and contracts. Peak PRM keeps the personal side that has no good place there.

Can I import customers from my CRM?

Yes, as a CSV export. There is no ongoing sync with CRM systems.

What does the monthly review show?

Whom you talked to, who has gone without contact for a while and which promises are open, from your own data.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.