Use case · Referrals
Good partners recommend you. When they think of you.
Referrals come from relationships that are nurtured. Peak One helps you find the right people and reminds you when to reach out.
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Before and after
From chance to a thriving partnership.
Without a system
- You meet partners by chance
- Agreements are buried in old emails
- A partner hasn't sent anything your way in a long time, and nobody notices
With Peak One
- Circle suggests matching contacts every week
- Agreements and commitments live on the partner in PRM
- PRM shows who to reach out to now
The process
From contact to referral.
- TriggerPartner wanted
- 01 · MemberFindIn the Circle directory and in suggestions.
- 02 · PartnerAgreeAgreements and commitments in PRM.
- 03 · Next stepReach outIn time, before things go quiet.
- 04 · ContactReferralThe referred customer lands in the CRM.
How it works
Every week a few minutes.
- 01 / 03
Define your circle
In Circle, describe who you're looking for. Partnership requests show where you can help out yourself.
- 02 / 03
Capture partners
In PRM, note what you agreed and who takes what.
- 03 / 03
Prioritize on Mondays
The view in PRM shows who to reach out to now and what's coming up next.
What you use to do it
What you use you nurture partnerships.
Frequently asked questions
Briefly answered.
What's the difference between PRM and CRM?
PRM is for partners you work with. The CRM is for customers and prospects and their sales opportunities.
Do I have to be active in Circle to use PRM?
No. PRM works with all partners, no matter where you met them.
Keep exploring
What's included.
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- Use caseFollow up on offersFrom the offer you sent to the signature, without any reply slipping through.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
- Software categoryEmail marketing softwareEvery campaign with one message, one audience, and one next step.View
- Use caseWin first callsFrom a clear offer to a page to a booked call with the contact on record.View
- Use caseEvaluate campaignsEvery link in a campaign is tagged, so you can see which channel brings in leads.View
✦ A Peak principle
A network is not an address book. It thrives on the next contact.
Relationships before contacts
More use cases
Concrete workflows that teams and people set up with Peak One: what happened before, how it runs in Peak One, and which apps to start with.
Start with building referral partners. The rest follows.
Find the right partners, keep track of agreements, and keep the relationship warm. Sign in with Google and see your business in one place.
Free plan · Sign in with Google · set up in about two minutes