Deal and Customer Q&A
Get complete context and keep deals moving smoothly by searching a unified knowledge base of client documents, contracts, and CRM records.
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What does it mean for you?
Reps get complete context in minutes, avoid redoing discovery, and keep deals moving smoothly through handoffs and stalls.
How it works?
Searches a unified Knowledge Base of client documents, contracts, CRM records, proposals, meeting minutes, and transcripts for a selected account or opportunity, then answers questions and summarizes context about stakeholders, decisions, pricing, blockers, and next steps.
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.
