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Peak CRM · Lead intelligenceLocal planning demo · Sample signals

No gut feeling.Signals you can explain.

Which lead fits, and which is urgent? Before you set up rules, clarify which signals you have, what they mean and what you don't know.

Dein erster Vorbereitungsschritt

Als Nächstes: Target customer described

Check my signals
Signals with meaning

A good lead score knows its sources.

Fit, interest, source and recency. What is missing stays visible.

  1. 01

    Collect signals

    Capture source, industry, need and last contact.

    Hier beginnen
  2. 02

    Check meaning

    Decide for each signal what it says about fit or urgency.

    Technischer Nachweis offen
  3. 03

    Introduce rules

    Only after a test run with real leads.

    Technischer Nachweis offen

01 / Deine Ausgangsbasis

Before you hand out points.

Record what you have prepared. Your selection stays on this page and can be downloaded as a checklist.

Vorbereitung lokal dokumentieren

02 / Die Zuordnung

Not just fields. Their meaning.

Example of a signal list. The fields show the check; they are not a finished score.

Feld → BedeutungSynthetisches Beispiel
  • AusgangsfeldLead source
    Zu prüfende Bedeutung

    Source fit

    Which source brought fitting customers so far? Only that earns points.

  • AusgangsfeldIndustry
    Zu prüfende Bedeutung

    Fit with target customer

    Compare with your target customer description, don't guess.

  • AusgangsfeldNote on the request
    Zu prüfende Bedeutung

    Check urgency separately

    Don't score free text automatically. Clarify it in the conversation.

    Manuell klären

„Notiz gelesen“ bestätigt deine Sichtung. Es bestätigt weder Feldkompatibilität noch einen erfolgreichen Import.

Keep the meaning

A field is only a signal once its meaning is clear.

Check every signal on its own, don't just copy field names.

Our standard

Prepared meansnot scored yet.

Your checklist documents preparation. It scores no lead and changes nothing in Peak CRM.

The deliberate pause

A score doesn't replace a conversation.

The score shows where to look first. You decide.

01 / Der Datenraum

No data transfer

Deine lokale Checkliste0 / 4Vorbereitungspunkte dokumentiertBrowser · kein Upload

This page reads no files, sends nothing and changes no contacts.

02 / Drei getrennte Entscheidungen

No false green

  1. 准备0/4 lokal markiert
  2. Technisch prüfenNachweis offen
  3. 批准Nicht erfolgt
03 / Das Original bleibt erreichbar

Explainable stays explainable

Bisheriger AblaufNeuer Weg
Noch ungeprüft

In Peak CRM every point names its rule. A rule without a reason doesn't belong there.

03 / Kontrolliert vorgehen

A score grows in steps.

  1. 01 / Testpaket

    Start with three signals

    Source, industry and classification are enough to begin.

    Testumfang / PlanVORBEREITUNG
    Ein kleiner, klarer Ausschnitt.
    • Neutrale Testdaten
    • Leere Werte & Sonderzeichen
    • Verzweigungen & Pflichtfelder
    Noch kein Import ausgeführt
  2. 02 / 核对

    Cross-check the order

    Do the top leads match the ones that actually bought?

    Felder / PrüflisteVORBEREITUNG
    Lead source
    Source fit
    Industry
    Fit with target customer
    Note on the request
    Check urgency separately
    Feldgleichheit technisch offen
  3. 03 / 决定

    Adjust the rules

    The responsible person changes rules based on the review.

    Freigabe / ProtokollVORBEREITUNG
    负责人
    Noch festzulegen
    Ergebnisnachweis
    尚未完成
    Rückweg
    Original erhalten
    Keine Produktfreigabe
Introduce step by step

A few rules first. Then more.

Start with three signals and check after two weeks whether the order is right.

Die offene Freigabe

Vor dem tatsächlichen Wechsel offen

  • 01Test the rules with real leads in your workspace.
  • 02Check after two weeks whether the order matches closed deals.
  • 03Decide who may change rules.
The next sensible step

A plan you can take with you.

Download your status or start Peak CRM and set up your first rules.

Start Peak CRM

Lead points from rules per the Peak CRM register. The sample signals on this page are made up.

Your status to take away

A list with open items.

The checklist holds your selection and everything still to clarify.

Markdown · Nur dein lokaler Vorbereitungsstand

Checkliste hier ansehen
# Peak CRM — lokale Wechselcheckliste

Design-Demo. Keine Daten wurden importiert oder veröffentlicht.

## Vorbereitung
- [ ] Target customer described
  Nachweis: Short description of your target customer
- [ ] Lead sources known
  Nachweis: List of sources with experience
- [ ] Unknowns defined
  Nachweis: Rule for missing details
- [ ] Review planned
  Nachweis: Date and responsible person

## Vor einem tatsächlichen Wechsel weiterhin prüfen
- Test the rules with real leads in your workspace.
- Check after two weeks whether the order matches closed deals.
- Decide who may change rules.

Abgehakte Punkte sind lokale Selbstauskünfte, keine technische Validierung.

Frequently asked questions

How is a lead scored?

With rules you set yourself, such as industry, size or last activity. Every score shows where it comes from.

Can I import existing leads?

Yes, via CSV. Before importing you map the columns to Peak CRM fields.

Does Peak CRM buy leads or address lists?

No. Peak CRM works with your own contacts and inquiries.

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