Peak CRM · Solution · Revenue recovery
Tell lost revenue
apart from data gaps.
Separate real revenue risks from data gaps. A check plan in three signal classes, with unconfirmed cases clearly marked.
Which cases do you want to clear up first?
2 questions in the plan. First question: Which opportunities have not moved for weeks?
The diagnosis
Risk. Gap.
Which opportunities have not moved for weeks?
Before you recover, check what is really missing.
Many supposedly lost deals are simply undocumented. Sort your cases into risk, unconfirmed and data gap. Peak CRM keeps history, opportunities and quotes in one place for this.
From reading to doing
Your cases. Sorted by clarity.
The first recovery round.
2 questions selected
- Which opportunities have not moved for weeks?
The pipeline shows the stage. The history shows when something last happened.
- Which quotes were sent but have no answer and no follow-up?
The quotes and orders overview shows the open ones.
How you spot
a real risk.
A risk has a contact, a source and an amount or opportunity. If any of that is missing, it is a data gap first.
Which opportunities have not moved for weeks?
The pipeline shows the stage. The history shows when something last happened.
Contact knownThe person or company is in the CRM, with history.
Source visibleA quote, call or invoice backs the case.
Honest statusConfirmed, unconfirmed or gap, never guessed.
The playbook
Three steps from list to recovery.
Sort first,
then recover.
Collect → Separate → Follow up
- 01
Collect without judging.
List every case that feels wrong. Do not rate them yet. Only the complete list shows where the pattern is.
ExampleFive quiet opportunities
Two risks, two gaps, one unconfirmed. - 02
Separate risk from gap.
Check every case against history and quote. If the reason is backed, it is a risk. If the information is missing, it is a gap you close first.
Place a case
No contact since quote · unconfirmed.Deal is probably dead. - 03
Follow up on purpose.
Plan the next step on the contact for every confirmed risk. You write and send yourself; Peak CRM sends nothing automatically.
Before following upDo I know what was last agreed?
Read history → plan step.
Your quality check
Is your list sorted honestly?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
Editorial guide with made-up sample data. It promises no recovered revenue and shows no customer results.
- Editorial demo
Editorial example with made-up sample data. Contacts, history, opportunities, next step, work list, quotes and pipelines exist in Peak CRM today; everything else is marked as example or planned.
One place for every open case.
Keep history, opportunities and quotes together in Peak CRM and plan the next step for every risk.
Frequently asked questions
Where do I start?
With the work list: it shows customers and deals that need a next step.
Does Peak write to customers by itself?
No. Peak suggests the next step; you decide and write yourself.
Does the page promise a result?
No. It describes an approach, not a number.