Expansion Opportunity Finder
Equips customer success and account managers with context-rich intelligence to drive upsell effectiveness and revenue growth.
Researches customer businesses and usage to recommend tailored cross-sell and upsell opportunities.
Get a demo
What does it mean for you?
Equips customer success and account managers to surface the most relevant, high-impact expansion plays—driven by context-rich qualitative intelligence and product familiarity—so they can drive upsell effectiveness and revenue growth without wasted effort or generic pitches.
How it works?
Researches each customer’s business, reviews current and past usage, and draws on a deep understanding of every available product and service offering—along with internal success stories and industry best practices—to recommend tailored cross-sell and upsell opportunities based on adoption gaps, fit, and business goals.
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.
