Coverage or financing sale
Track application requirements, proposed terms and the decision on each case.
Applicant needs, assessment requirements, proposed terms and decision ownership.
Explore this motionCoverage, capacity & rights
Different commitments.
One connected operation.
Applications, bookings and rights agreements each have requirements that shape the commercial decision. Correl keeps those requirements with the customer work.
The sales process
Make the requirement part of the sale.
A coverage application, a capacity reservation and a licensing agreement are distinct forms of work. Choose the motion that describes the commitment, then agree the steps and responsibilities your team needs.
Configure the process for business or consumer customers. Test the fields, stages and responsibilities with a pilot team before rollout.
Find your fit
Choose your sales process.
Licensing or partnership deal
Track proposed rights, obligations and terms through the partnership decision.
Territory or scope, rights, obligations, term and approval requirements.
Explore this motionCapacity booking
Match the customer’s requirements to the capacity, dates and booking terms.
Required capacity, dates, availability, price and booking terms.
Explore this motionRegulated service program
Track programme requirements, reviews and customer commitments.
Programme requirements, responsible reviewers, customer obligations and completion steps.
Explore this motionSales workflow support does not confer regulatory approval or replace your professional, legal or compliance responsibilities. Specialist scope is agreed during evaluation.
See the fit
See it with an example from your business.
Bring a recent opportunity and the steps your team took to close it. We will show how that process would work in Correl and what needs configuring.
Take the product walkthroughPlan adoption