Use your customer data to find incremental revenue
Correlated plugs into your customer data as well as relevant third party data to identify your best fit customers for expansion, cross-sell and those at the highest risk of churn.
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Step 1
Connect your customer data sources
Correlated connects directly to data sources including cloud data warehouses, CRMs, and product analytics to offer a complete view of your customers. Easily configure your customer data across sources without needing a data engineer!
Are you self-serve SaaS? Wondering how to model your data to support Correlated?
Step 2
Identify and score the highest propensity accounts using AI
Once data sources are connected and configuration is complete, Correlated automatically sets you up with suggested accounts to drive towards your revenue goals. Just tell us whether you're trying to drive conversion, expansion, churn prevention or other strategies and we’ll tell you how to get there.
Step 3
Powerful Customer Segmentation at your fingertips
With Correlated, you'll have prioritized Account and User Lists to keep an eye on the best accounts. Slice and dice across all your customers, discover new insights on your own, and save your findings in customizable views. Get notified when new customers appear that match the segments you’ve saved.
Step 4
Run automated playbooks to nurture and convert leads
Use our self-serve Playbook builder to define important customer lifecycle signals and automate next best actions. Route leads to personalized Outreach/Salesloft sequences or notify BDRs or AEs via Slack and Salesforce Tasks.
Curious what’s possible with Correlated?
Step 5
Report on the results & outcomes
With Correlated's powerful reporting, you can see how Scores and Playbooks impact conversion rates over time. As you learn about which Playbooks are more effective than others, you can continue to optimize your GTM motion, spending your effort on the actions most likely to drive business outcomes.
Is Correlated the right fit for you?
If you have at least one integration in the two following buckets, you can leverage Correlated to gain better visibility into your customer base and build automated workflows.
Product Usage Data
CRM Data
