Correl guide
What to look for in Correl.
A guide to prospecting, customer relationships, outreach and Revenue Desk in Correl.
Start with research.
In Prospecting, review the company and its contacts to decide who to approach. This example shows Northstar Renewable Infrastructure and Mara Vale. It does not include a paid data reveal.
Open the research chapterUnderstand the account.
In Customer Graph, see the people involved in an opportunity and the relationships between them. Northstar Utilities Group is a separate fictional example from the prospect shown above.
Review the approach.
The outreach example shows a saved draft for Maya Ellery about the Field Analytics renewal committee. Review the subject, message and preview before sending. No email is sent in this walkthrough.
Open the conversation chapterInspect the sale.
In Revenue Desk, look at the selected opportunity, its commercial brief and the next move. Ask how the team knows what must happen before the sale can progress, and how the responsibilities are kept with the work.
Open the opportunity chapterBring your own example.
Bring a recent opportunity and an example of where your team gets stuck. We will show the relevant steps in Correl and discuss the setup you need.