Implementation
Plan your move to Correl.
Agree the sales process, prepare your data and test the setup with a pilot team before rollout.
Start with the business
Set the priorities.
Choose the sales work to improve first. Establish the customer records, active opportunities, responsibilities and requirements the team needs to run it.
Choose the sales process, stages and terminology your team needs. Configure the steps that sellers and managers will use to qualify, progress and close a sale.
Bring the records
Correct the data.
Preserve the context.
Map the source fields and relationships, identify duplicates and resolve exceptions before relying on the imported records. Keep an accountable owner for each correction.
Use a representative pilot to inspect accounts, people and active commercial work. Check the records and permissions with the people who will use them.
Put the process to work
Test the process before rollout.
Take a representative opportunity through the process. Check actions, ownership, reporting and what happens after close.
Agree cutover, training, support and correction responsibilities before the wider rollout. Timing depends on the data, connected systems and scope; it is established in your implementation proposal.
What goes into your proposal