Services & projects
A job, a service agreement and a major project each ask different questions. Keep the customer, scope and commercial decision together while the process reflects the work.
Explore services & projectsCorrel for your business
Your business.
Your way of selling.
Run placements, projects and subscriptions with stages and requirements suited to each sale, in the same system.
Products & subscriptions
Connect prospecting, evaluation and commercial agreement for subscription and usage-based products. Keep the buying group and the proposed package in view.
Explore products & subscriptionsAssets & supply
Keep customer requirements, availability, quantity and commercial terms together for asset sales, leases and supply agreements.
Explore assets & supplyTalent & referrals
Bring client relationships, search work and placement progress together. Keep every next step connected to the opportunity it serves.
Explore talent & referralsCoverage, capacity & rights
Applications, bookings and rights agreements each have requirements that shape the commercial decision. Correl keeps those requirements with the customer work.
Explore coverage, capacity & rightsRenewals & custom work
Bring what you know about the customer into the next agreement. Configure the process when your way of selling needs something different.
Explore renewals & custom workSixteen sales processes. Or your own.
Find the work you do.
Compare the stages and requirements for each sales process. Configure it for business or consumer customers.
Product subscription sale
Manage the subscription package, contract term and activation requirements.
- What you sell
- A recurring product agreement
- Key requirements
- Seats or package, term, decision group and activation readiness.
- Stages
- Discovery → evaluation → commercial agreement → activation
Usage-based product sale
Agree expected usage, pricing and service requirements with the customer.
- What you sell
- A usage-based product agreement
- Key requirements
- Usage basis, estimated demand, service expectations and commercial approval.
- Stages
- Understand use → size demand → agree terms → activate
Systems implementation
Track the agreed system requirements, implementation scope and delivery responsibilities.
- What you sell
- An implementation engagement
- Key requirements
- Scope, dependencies, acceptance criteria, delivery ownership and handoff.
- Stages
- Discover requirements → define scope → agree delivery → hand over
Managed service agreement
Define the service, responsibilities and terms of an ongoing agreement.
- What you sell
- A managed service agreement
- Key requirements
- Service scope, responsibilities, term and transition requirements.
- Stages
- Assess service → define coverage → agree terms → transition
Field service job
Manage the site requirements, job scope and agreed price.
- What you sell
- A field-service job
- Key requirements
- Location, job requirements, pricing basis, scheduling and completion expectations.
- Stages
- Assess the job → scope the work → agree price → schedule
Expert services engagement
Define the engagement, agree the deliverables and assign the next action.
- What you sell
- An expert services engagement
- Key requirements
- Brief, participants, deliverables, fee basis and agreed outcomes.
- Stages
- Understand the brief → shape the engagement → agree scope → commence
Talent placement
Track the search, candidate progress and client decisions through to placement.
- What you sell
- A talent placement
- Key requirements
- Search brief, candidate progress, client feedback, offer and placement terms.
- Stages
- Open search → progress candidates → agree offer → place
Referral service
Track introductions, referral terms and the people responsible for follow-up.
- What you sell
- A referral engagement
- Key requirements
- Referral parties, responsibilities, eligibility, fee basis and acceptance.
- Stages
- Qualify need → coordinate introduction → confirm acceptance → complete
Asset sale or lease
Manage customer requirements and proposed terms for the asset sale or lease.
- What you sell
- An asset sale or lease
- Key requirements
- Asset requirements, availability, pricing, term and delivery obligations.
- Stages
- Match requirements → inspect terms → agree commitment → deliver
Project delivery bid
Develop the bid, agree the project scope and resolve requirements before contract.
- What you sell
- A project delivery bid
- Key requirements
- Project scope, milestones, dependencies, approvals and handover.
- Stages
- Qualify project → build proposal → resolve requirements → award
Coverage or financing sale
Track application requirements, proposed terms and the decision on each case.
- What you sell
- A coverage or financing sale
- Key requirements
- Applicant needs, assessment requirements, proposed terms and decision ownership.
- Stages
- Understand need → assess case → agree terms → complete
Supply agreement
Agree quantities, delivery dates and pricing for the supply agreement.
- What you sell
- A supply agreement
- Key requirements
- Product or material, volume, delivery schedule, pricing and counterparties.
- Stages
- Establish demand → define supply → negotiate terms → commit
Licensing or partnership deal
Track proposed rights, obligations and terms through the partnership decision.
- What you sell
- A licensing or partnership deal
- Key requirements
- Territory or scope, rights, obligations, term and approval requirements.
- Stages
- Explore fit → define rights → negotiate obligations → agree
Capacity booking
Match the customer’s requirements to the capacity, dates and booking terms.
- What you sell
- A capacity booking
- Key requirements
- Required capacity, dates, availability, price and booking terms.
- Stages
- Qualify request → check capacity → agree terms → confirm
Regulated service program
Track programme requirements, reviews and customer commitments.
- What you sell
- A regulated service programme
- Key requirements
- Programme requirements, responsible reviewers, customer obligations and completion steps.
- Stages
- Assess needs → gather requirements → review terms → commence
Renewal or expansion sale
Plan the renewal or expansion using the current agreement and customer history.
- What you sell
- A renewal or expansion sale
- Key requirements
- Current agreement, renewal timing, customer needs, risk and proposed change.
- Stages
- Understand customer → assess renewal → agree next term → continue
Design your own motion
Define your own stages, requirements and responsibilities.
- What you sell
- Your configured commercial process
- Key requirements
- Your terminology, stages, requirements and responsibilities.
- Stages
- Define the work → configure the process → validate a pilot → adopt