Peak CRM · Deal Intelligence
Why a deal
stalls or moves.
Deal Intelligence: understand on a made-up sample deal why it moves forward or stalls. Stakeholders, risk and evidence in three steps.
Where do you want to make progress?
List every contact connected to the opportunity.
Step by step.
Down to the reason.
A deal rarely stalls without a reason.
Usually a stakeholder, a step or an answer is missing. In Peak CRM, history, opportunity and quote hang on the same contact. This lesson shows you how to find the reason from that.
Have this ready.
- An open opportunity from your pipeline
- The history of the contacts involved
- The related quote, if there is one
The learning path
One deal. Three angles.
Check who is involved
Who is involved in this deal, and who is missing?
- List every contact connected to the opportunity.
- Mark who decides and who only influences.
- Note who has not spoken yet but helps decide.
You see whether an important stakeholder is missing.
If you get stuck
When the deal stays unclear.
The history says too little.
Then the gap itself is the finding. Plan a short call to clarify the status and record the outcome afterwards.
Several risks at once.
Pick the risk that blocks everything else until it is solved. Note the others for later.
Does Peak CRM detect risks automatically?
An automatic deal analysis is planned and not available today. This lesson shows how you check it yourself with history and pipeline.
Your quality check
What you now know about the deal.
Tick what you have checked. Your selection stays in this view only.
0 of 3 points checked
What this article is based on.
Lesson with a made-up sample deal. An automatic deal analysis is planned in Peak CRM and not available today. Progress stays in this view only.
- 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.
Every deal with a reasoned step.
Add your opportunities in Peak CRM and plan the next step for each.
Frequently asked questions
Does Peak CRM score my deals automatically?
Not yet. Automatic deal analysis is planned. Today you see the stage, history and next step of each opportunity.
How do I spot a stuck deal?
A deal without a next step or with an unchanged history deserves a look. The deal-review template helps.
Can I use several pipelines?
Yes, Peak CRM shows pipelines with their stages.