The Sales Operating System
Your sales process, in one system.
Research prospects, plan outreach and manage opportunities through to close. Correl keeps the people, conversations and decisions with the sale.
Understand the opportunity
Know who is involved
in the decision.
Research a company and find the people to approach. Use Customer Graph to see the accounts, contacts and relationships involved in an opportunity.
See who is on the buying committee, which relationships need attention and who owns the next action. Colleagues joining a deal can catch up from the account record.
Explore discovery
Build the conversation
Make the approach.
Follow it through.
Write your message, choose the recipients and organise follow-up. Review the outreach before starting a send run.
Automated email requires a connected sending account and sending settings. We will confirm the features and usage limits included in your setup.
See connection scope
Correl Operator
Put routine work
in motion.
Use Operator for customer research, meeting preparation, notes and tasks inside Correl. Actions that need your decision require confirmation.
Choose a task your team repeats and see how Operator handles it. Availability depends on your seats, enabled features and connected services.
Discuss Operator for your teamCarry the sale through
The details that
move the deal.
Keep the brief, next action, owner and closing requirements with the opportunity. Track pricing and approvals alongside the customer’s requirements.
Use the stages and requirements suited to a subscription, project, placement or another supported sales process.
Find your sales motion
Lead with understanding
See the movement.
Decide the next step.
Inspect the opportunities behind the forecast, review submissions and bring manager judgement into the conversation. Move from the team view to the deal that needs a decision.
Keep customer commitments, renewal work and expansion opportunities connected beyond the initial close.
Explore the path to close