Personalized Meeting Follow-Ups
Reps close loops faster, maintain consistent follow-through, and keep opportunities moving without extra admin work by converting call transcripts into buyer-specific recaps.
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What does it mean for you?
Reps close loops faster, maintain consistent follow-through, and keep opportunities moving without extra admin work.
How it works?
Converts each call’s transcript and meeting notes into a buyer-specific recap with cited decisions, assigned next steps, and due dates, then sends a tailored recap to attendees via email and logs it back to the CRM.
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.