correlated

Correlated is a cutting-edge software platform meticulously crafted to assist sales teams in identifying the most lucrative opportunities for upselling, cross-selling, and churn prevention. By seamlessly integrating with your company's data sources, such as CRM systems, analytics tools, and data warehouses, Correlated ingests and analyzes vast amounts of customer data, tracking thousands of signals to pinpoint accounts with the highest conversion potential, expansion readiness, or churn risk.

The platform's key features include a robust Customer 360 Data Platform that unifies data from multiple sources into a single customer view, eliminating the need for extensive engineering resources. Correlated also leverages AI-Powered Scoring to automatically evaluate accounts, surfacing those most likely to convert or expand, with models that continuously improve over time. Additionally, the Intelligent Routing feature ensures that high-potential accounts are directed to the appropriate sales reps or teams in real-time, based on custom triggers and scores, while Playbook Automation streamlines repetitive sales workflows and tasks, allowing for scalable engagement with accounts.

Correlated's flexibility extends to its data schema, which supports loading via SQL for full customization and control, and its Self-Serve Insights empower sales teams to configure scores, refine models, and measure performance independently, without the need for data scientists.

Highlights:

• AI-Powered Scoring for identifying high-potential accounts
• Intelligent Routing to direct accounts to the right sales reps
• Playbook Automation for streamlined sales workflows
• Customer 360 Data Platform for a unified customer view
• Self-Serve Insights for independent performance measurement

Key Features:

• AI-Powered Scoring
• Intelligent Routing
• Playbook Automation
• Customer 360 Data Platform
• Self-Serve Insights

Benefits:

• Prioritizes accounts with high propensity to buy or expand
• Routes leads to the right sales reps at the right time
• Automates targeted sales workflows
• Provides a comprehensive view of customer data
• Empowers sales teams with data-driven insights

Use Cases:

• Upsell/Cross-sell opportunities
• Churn prevention
• Self-serve conversion
• Account-based sales
• Real-time lead routing