CRM Insight Explorer
Stay up to date without hunting through views or building reports—enabling faster coaching, cleaner forecasts, and quicker decisions on the fly.
Lets sales teams ask plain-language questions of their CRM.
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What does it mean for you?
Stay up to date without hunting through views or building reports—enabling faster coaching, cleaner forecasts, and quicker decisions on the fly.
How it works?
Lets sales teams ask plain-language questions of their CRM (e.g., platforms like HubSpot, Salesforce) and gets direct answers by querying and retrieving the relevant records, fields, and recent activities in chat. Examples: “What are the next steps in this deal?” “Which Q3 opportunities slipped last week?”
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.
