Systems implementation
Track the agreed system requirements, implementation scope and delivery responsibilities.
Scope, dependencies, acceptance criteria, delivery ownership and handoff.
Explore this motionServices & projects
From the first brief
to work worth winning.
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.
The sales process
Where the promise meets the scope.
A proposal is only useful when the team understands what has been promised. Bring requirements, milestones, dependencies and commercial terms into the conversation before the handoff.
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.
Managed service agreement
Define the service, responsibilities and terms of an ongoing agreement.
Service scope, responsibilities, term and transition requirements.
Explore this motionField service job
Manage the site requirements, job scope and agreed price.
Location, job requirements, pricing basis, scheduling and completion expectations.
Explore this motionExpert services engagement
Define the engagement, agree the deliverables and assign the next action.
Brief, participants, deliverables, fee basis and agreed outcomes.
Explore this motionProject delivery bid
Develop the bid, agree the project scope and resolve requirements before contract.
Project scope, milestones, dependencies, approvals and handover.
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