CRM Auto-Enrichment
Delivering cleaner, more complete records with less manual cleanup, improving lead routing, personalization, and conversion speed while reducing bounces, duplicates, and data drift. It uses research agents and third-party providers to enrich contacts and accounts.
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What does it mean for you?
Delivers cleaner, more complete records with less manual cleanup—improving lead routing, personalization, and conversion speed while reducing bounces, duplicates, and data drift.
How it works?
Uses research agents to scour company sites, LinkedIn, and public web sources to enrich contacts and accounts with firmographics, titles/roles, and verified emails—supplementing with third‑party providers (e.g., Apollo, ZoomInfo, Clearbit) as needed—then writes standardized updates to the right CRM records with built‑in hygiene (deduping by email/domain, fuzzy name/title matching, merge rules, and conflict flags).
Overview
Sales Enablement
by cassidy
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
