Customer Contact Transition Monitor
Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up. Watches key contacts on active accounts in your CRM for role or company changes, then alerts the CSM.
Get a demo
What does it mean for you?
Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up.
How it works?
Watches key contacts on active accounts in your CRM for role or company changes, then alerts the CSM with a summary of account status, renewal dates, open risks, and a recommended plan to secure coverage and onboard the new stakeholder.
Overview
Customer Success
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.
Get a demo
- 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.
