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Peak Atlas
Peak CRM · Upsell & cross-sellLocal planning demo · Sample signals

More value for existing customers.Without spam.

Existing customers already know you. A fitting next offer helps them; an unfitting one annoys them. Before you offer anything, clarify need, timing and limits.

Dein erster Vorbereitungsschritt

Als Nächstes: Services described

Check my customer signals
Growth with existing customers

A good offer comes at the right time.

Need before product. A suggestion you check yourself before the customer sees it.

  1. 01

    Understand the need

    What does the customer use today, and what is missing?

    Hier beginnen
  2. 02

    Check the signal

    Is the signal a real need or just activity?

    Technischer Nachweis offen
  3. 03

    Offer on purpose

    Personally, one by one and only after your check.

    Technischer Nachweis offen

01 / Deine Ausgangsbasis

Before you offer anything.

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 signals. Their meaning.

Example of a signal list. The rows show the check; they are not a finished recommendation.

Feld → BedeutungSynthetisches Beispiel
  • AusgangsfeldSubscription ends soon
    Zu prüfende Bedeutung

    Talk about renewal

    First find out whether the customer is happy, then talk about more.

  • AusgangsfeldAccepted order
    Zu prüfende Bedeutung

    Fitting follow-up service

    Does a next service fit the result of the order?

  • AusgangsfeldOpen complaint
    Zu prüfende Bedeutung

    No offer, clarify separately

    Solve the problem first. An offer now harms the relationship.

    Manuell klären

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

A signal with meaning

Not every signal is a buying wish.

Check every signal on its own: what does it really say about the need?

Our standard

Prepared meansnothing offered yet.

Your checklist documents preparation. It creates no proposal and writes to no customer.

The deliberate pause

A suggestion isn't a message.

Preparing, checking and offering stay separate steps.

01 / Der Datenraum

Nothing is sent

Deine lokale Checkliste0 / 4Vorbereitungspunkte dokumentiertBrowser · kein Upload

This page writes to no customer and creates no proposal.

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

A clear no counts

Bisheriger AblaufNeuer Weg
Noch ungeprüft

Whoever declined won't get a new offer any time soon.

03 / Kontrolliert vorgehen

Growth with existing customers, in steps.

  1. 01 / Testpaket

    Start with a few customers

    Three customers with a clear signal, not your whole base.

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

    Review the suggestion together

    Does the service really fit the need and the timing?

    Felder / PrüflisteVORBEREITUNG
    Subscription ends soon
    Talk about renewal
    Accepted order
    Fitting follow-up service
    Open complaint
    No offer, clarify separately
    Feldgleichheit technisch offen
  3. 03 / 决定

    Offer personally

    A conversation or a single message, no bulk e-mail.

    Freigabe / ProtokollVORBEREITUNG
    负责人
    Noch festzulegen
    Ergebnisnachweis
    尚未完成
    Rückweg
    Original erhalten
    Keine Produktfreigabe
Protect the relationship

Better one good offer than three bad ones.

Whoever isn't interested isn't contacted again.

Die offene Freigabe

Vor dem tatsächlichen Wechsel offen

  • 01Check every suggestion yourself before offering it.
  • 02Clarify who may make offers to a customer.
  • 03Record when a customer is not approached again.
The next sensible step

A plan you can take with you.

Download your status or start Peak CRM and see your customers' orders, subscriptions and renewals in one place.

Start Peak CRM

Subscriptions and upcoming renewals per the Peak CRM register. Automatic upsell suggestions are not evidenced there; you check every suggestion yourself.

Your status to take away

A plan with open items.

The checklist holds your customer signals and every open question.

Markdown · Nur dein lokaler Vorbereitungsstand

Checkliste hier ansehen
# Peak CRM — lokale Wechselcheckliste

Design-Demo. Keine Daten wurden importiert oder veröffentlicht.

## Vorbereitung
- [ ] Services described
  Nachweis: List of services with target customers
- [ ] Current state known
  Nachweis: Overview of running orders and subscriptions
- [ ] Need signals defined
  Nachweis: List of signals with meaning
- [ ] Limits set
  Nachweis: Rule for pauses and refusals

## Vor einem tatsächlichen Wechsel weiterhin prüfen
- Check every suggestion yourself before offering it.
- Clarify who may make offers to a customer.
- Record when a customer is not approached again.

Abgehakte Punkte sind lokale Selbstauskünfte, keine technische Validierung.

Frequently asked questions

Does Peak CRM show upcoming renewals?

Yes, subscriptions and their renewals are visible in Peak CRM.

Does Peak CRM suggest upsells automatically?

That is not confirmed. You see customers, subscriptions and activities in one place and decide the next step yourself.

How do my existing customers get in?

Via CSV import with field mapping. The checklist on this page helps you prepare.

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