Playbook Automation

Build powerful workflows based on your customer data and proactively target your best accounts at the right time with the best message.

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using product data for expansion and cross sell opportunities
Step 1

Build dynamic lead lists

Correlated helps to segment your customers based on data in your data warehouse, product analytics tool and CRM. Monitor your entire user base to catch every opportunity.

using product data for expansion and cross sell opportunities
Step 2

Leverage playbooks to delight and convert

Automatically route your best accounts to the right salesperson. Nurture leads using our integrations to marketing automation platforms who aren’t quite ready and convert leads who are ready to buy.

using product data for expansion and cross sell opportunities
Step 3

Deeply personalize customer engagement

Use product usage insights to tailor your emails. Embed custom variables in Outreach Sequences to further personalize emails.

using product data for expansion and cross sell opportunities
Step 4

See what's converting & what's not

Measuring conversion has never been easier. Define any goal you can think of and Correlated automatically tracks conversions. Easily test and iterate on different playbooks. 

You can do all of the above without bothering your data team!

“Correlated’s new Customer Lifecycle Scoring is providing us with new insights into potential signals that drive conversion. We are using the AI-powered indicators to identify any signals that we may not have known about. Having started off on their initial beta version of scoring, we’re excited by the progress!”

Lauren Harold

Ready to take your product led strategy to the next level?

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