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Statut: Available in Peak PRM

Peak PRM · Changes

New job, same person.The relationship moves with them.

When someone changes companies, your shared history shouldn’t get lost. In Peak PRM you update the role in the profile, and the history stays with the same person.

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

Local draft · no product activation
View a role change

Peak PRM doesn’t watch profiles on the web. You enter a change yourself. LinkedIn sync is planned.

Example: Lukas hears about the move

Job changes / Local preview

01The situation02The human job03The effort so far
Job changes

Example: Lukas hears about the move

The situation
Your best contact at a client moves to a competitor.
The human job
Congratulate, stay in touch and keep clear what belongs to the old and what to the new role.
The effort so far
Often a second entry appears.
Example, invented

An example

Example: Lukas hears about the move

Lukas, account manager at a fictional software company, reads that Carla now works at a retailer. He adds the new role to her profile, all notes stay, and he plans a congratulation for next week referring to the rollout project they shared.

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

Job changes

When someone changes companies, your shared history shouldn’t get lost.

  1. 01First

    The situation

    The situation

    Your best contact at a client moves to a competitor.

    Your best contact at a client moves to a competitor. Your address book still shows her old company and old e-mail.

    You get → The situation
  2. 02Then

    The human job

    The human job

    Congratulate, stay in touch and keep clear what belongs to the old and what to the new role.

    Congratulate, stay in touch and keep clear what belongs to the old and what to the new role.

    You get → The human job
  3. 03After that

    The effort so far

    The effort so far

    Often a second entry appears.

    Often a second entry appears. Five years of notes sit with the old one, the new one is empty.

    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

Lena · profile (sample)

Sample data · nothing is sent

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

Peak PRM / Your next step

Changes are reasons to talk.

See the before-and-after profile in the demo, then take care of your own contacts.

View a role change
Local working example

Changes are reasons to talk.

Often a second entry appears.

Frequently asked questions

Do my old notes stay?

Yes. You change the role in the existing profile; notes and history stay with the same person.

What if I already have two entries?

Imports show a preview first. A matching e-mail, phone number or LinkedIn profile adds to the existing contact instead of creating a second one.

Does Peak PRM remind me to congratulate?

If you set an occasion or care step, yes. Peak PRM does not write the message and sends nothing.

Next

Help and contact

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