The Correlated alerts are like having Google maps on an otherwise foggy road of opportunity. They provide a clear direction to look while saving time and headspace.
BM
Billy M.
Discover the Virtual/Hybrid Event Solution by Hubb
The Slack App was my main access point for Correlated, and I would check it daily, and multiple times a day if the signal was running. Initially the engine was not exactly tuned to what was needed, but I worked with the sales rep, and he was able to make some minor adjustments and then it was good enough, and led to a deal of fairly significant size, plus many more clues about future deals that were just beginning to express themselves.
While I was only granted access for about a month, and the set up could have been improved and iterated multiple times to result in better outcomes (via Snowflake).
Ability to easily setup, manage and map data sources & destinations
Ability to trigger multiple actions (SFDC tasks, slack alerts, etc) from a single audience playbook - this is not possible with all platforms and save a ton of time in management.
I LOVE the 'goal' functionality. This allows us to easily setup sucess metrics for all the playbooks we setup within the playform - making it super simple for us to know if a PLG play we're running is working (or not) without having to create a complex SFDC report first. You can also setup multiple goals for the same play, which is a another great addition!
The ability to create & update Salesforce objects on the Account/Contact record is a great benefit to our process.
The Slack alert functionality it super immersive, allowing you to push both Segment & Salesforce (or whatever data sources you pull) into the alert, along with recent platform activity data.
This means I don't need to have my sales team working out of Correlated - they can see all the information they need in the alert and click in the SFDC link within it to start working on the task associated with the account right away.
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