Post-Call CRM Field Updates
Ensures your CRM stays continuously up to date after each interaction - reducing manual effort, standardizing data across frameworks, and improving coaching, stage progression, and forecast confidence. It auto-transcribes and parses notes to extract qualification elements, then incrementally updates mapped CRM fields.
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What does it mean for you?
Ensures your CRM stays continuously up to date after each interaction—reducing manual effort, standardizing data across frameworks, and improving coaching, stage progression, and forecast confidence.
How it works?
After every call, auto-transcribes and parses notes to extract framework‑aligned qualification elements (e.g., pain, metrics, budget, stakeholders, decision process), then incrementally updates mapped CRM fields by adding new facts, revising outdated values, appending source links, and flagging discrepancies for review.
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.
