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Sales Call Competitor Research

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What does this mean?

Arms reps with timely, consistent material that reduces prep, strengthens objection handling, and lifts win rates by keeping deals on track. Detects competitor mentions on calls, then automatically researches those competitors across your Knowledge Base, approved battlecards, websites, and recent news to compile concise counter-argument briefs with pricing/feature comparisons, proof points, and talk tracks—pushed to the CRM and meeting notes.

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Workflow steps

1

Detect competitor mentions on call

The Workflow activates when a sales call ends in Gong. Cassidy scans the transcript to identify any competitor names mentioned during the conversation.
2

Research competitors across sources

For each competitor detected, Cassidy pulls relevant information from your Knowledge Base, approved battlecards, and gathers the latest from competitor websites and recent news.
3

Compile counter-argument brief

Cassidy generates a concise brief that includes pricing and feature comparisons, proof points, and talk tracks—all grounded in your company’s approved messaging and positioning.
4

Push to CRM and meeting notes

The completed brief is automatically logged to the associated deal record in your CRM and appended to the meeting notes, so reps have everything they need in one place for follow-up.

Build and configure an Agent

Create a custom Agent with tailored instructions and Knowledge Base access.

Set up your Knowledge Base

Add your company documents so Agents can reference them.