Product walkthrough

Take a look inside Correl.

See how Correl handles prospecting, customer relationships, email preparation and active opportunities.

01 / Find

Find the company.
Understand the person.

Begin with company research, inspect the people and decide who is relevant. Save prospect context for qualification and the next conversation.

The prospecting example uses Northstar Renewable Infrastructure and Mara Vale. The account shown in the next section is a separate example.

How prospecting is configured
Company research with Mara Vale selected in Prospecting
Company and contact search in Correl. This example does not include a paid data reveal.

02 / Engage

Make the next
conversation count.

For Northstar Utilities Group, the team can inspect buying relationships and the opportunity before preparing its next approach. The account context makes the work specific.

The saved outreach draft addresses Maya Ellery about the Field Analytics renewal committee. Review the message and its preview before any sending step.

Explore outreach
Northstar Utilities Group account and relationships
Customer context for the Field Analytics opportunity.
Prepared message to Maya Ellery with preview
A saved email draft, ready for review before sending.

03 / Close

Keep the sale
moving forward.

Open the opportunity in Revenue Desk. Inspect the commercial brief, see who owns the next move and work through the requirements for the sale.

The Field Analytics example continues the customer context above. A manager can then inspect opportunities and forecast submissions to understand the commercial picture.

Explore the management view
Selected Field Analytics opportunity and next move
Actual Revenue Desk view. All organisations, people and figures in this walkthrough are fictional.

Now see the work your team does.

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