What does this mean?
Enables faster, broader multi-threading with the right people from day one—improving coverage, meeting conversion, and deal momentum without manual research.
How it works?
Identifies the full buying committee by searching for target roles and stakeholders (economic buyers, champions, influencers) across company sites, LinkedIn, and public data, then compiles verified contacts with titles and emails and adds any gaps to your CRM.
Workflow steps
Step 1: Trigger on new deal or account
The Workflow activates when a new opportunity is created or an account is added in Salesforce, HubSpot, or through a manual trigger with inputs like company name and target roles.
Step 2: Research the buying committee
Cassidy searches company websites, LinkedIn, and public data sources to identify stakeholders across the buying committee—economic buyers, champions, influencers, and blockers relevant to your deal.
Step 3: Compile and verify contacts
The Workflow reviews each identified stakeholder, pulling verified contact details including titles, departments, and email addresses, then organizes the results into a structured list.
Step 4: Identify gaps in CRM coverage
Cassidy compares the compiled buying committee against existing contacts in your CRM to flag missing stakeholders and incomplete records that could slow your deal.
Step 5: Update CRM with new contacts
New contacts and updated information are pushed directly to your CRM, ensuring your account record reflects the full buying committee from day one.
Step 6: Notify the sales rep
The Workflow sends a summary to the account owner—via Slack, Microsoft Teams, or email—with the complete stakeholder map and recommended next steps for multi-threading outreach.