Peak PRM · Team
Sharing isn’t exposing.Each person decides what the team sees.
In a team it helps to know who knows whom. Personal notes still belong to you. In Peak PRM you share contacts on purpose, while notes and history stay private.
Put the goal into words. Add perspectives and timing right below.
There are no notes released to the team. Notes and history stay private, only the contact is shared.
Share team knowledge / Local preview
Example: Nils and Pia in sales
- The situation
- Three colleagues know the same decision maker and none knows about the others.
- The human job
- Agree who holds the relationship without breaking the confidence of individual conversations.
- The effort so far
- Either a shared CRM where everyone sees everything, or private lists nobody knows about.
An example
Example: Nils and Pia in sales
Nils and Pia work at a fictional consultancy. Both know Hannah, a client’s new head of purchasing. Nils shared her, Pia sees that and lets him lead the first conversation. Nils’ note on Hannah’s parental leave stays private and Pia does not see it.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. One next step.
Draft · not yet put together
- The person
- Still open
- The occasion
- Still open
- The next step
- Still open
How it works
Share team knowledge
In a team it helps to know who knows whom.
- 01First
The situation
The situationThree colleagues know the same decision maker and none knows about the others.
Three colleagues know the same decision maker and none knows about the others. Yet nobody wants to open up their whole address book.
You get → The situation - 02Then
The human job
The human jobAgree who holds the relationship without breaking the confidence of individual conversations.
Agree who holds the relationship without breaking the confidence of individual conversations.
You get → The human job - 03After that
The effort so far
The effort so farEither a shared CRM where everyone sees everything, or private lists nobody knows about.
Either a shared CRM where everyone sees everything, or private lists nobody knows about.
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 itPeople · sample network
Sample data · nothing is sent- Open promise
- Prepare
- Care
- Occasion
- Introduction
Interactive demo with invented sample data. No account, nothing is saved or sent.
Peak PRM / Your next step
Coordination without breaking trust.
Compare in the demo what stays private and what the team sees. Then start for free.
Compare visibility
Coordination without breaking trust.
Either a shared CRM where everyone sees everything, or private lists nobody knows about.
Frequently asked questions
What does my team see for a shared contact?
The contact and that you know them. Your notes and history about that person stay private.
Can I stop sharing?
Yes. You set visibility per contact and can switch it back to private.
Is this a team CRM?
No. Peak PRM is personal. Sharing is for coordination, not a shared database.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.