Renewal or expansion sale
Plan the renewal or expansion using the current agreement and customer history.
Current agreement, renewal timing, customer needs, risk and proposed change.
Explore this motionRenewals & custom work
Keep the relationship
moving forward.
Bring what you know about the customer into the next agreement. Configure the process when your way of selling needs something different.
The sales process
The next sale starts with the relationship.
Review the current agreement, customer needs and renewal risks before proposing the next deal. Choose a custom process if the prebuilt options do not fit.
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.
Design your own motion
Define your own stages, requirements and responsibilities.
Your terminology, stages, requirements and responsibilities.
Explore this motionSee 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