Introducing CASSi

ConnectAndSell's AI Agent for Smarter Sales Outreach

Sales teams need more than traditional tools—they need smarter technology that accelerates results.  That’s where CASSi, ConnectAndSell’s cutting-edge AI agent, comes in.

Leveraging the power of Human + AI, CASSi transforms how teams engage with prospects, manage time, and optimize outreach.  More than just a tool, CASSi acts as a virtual assistant, boosting rep productivity and letting them focus on what matters most—closing deals.

How CASSi Empowers Sales Teams

Finding New Phone Numbers with Precision

One of the hardest parts of sales outreach is tracking down the right contact information. CASSi solves this challenge by using advanced AI algorithms to find new phone numbers – numbers that are fed from ConnectAndSell’s own data source and married with phone number intent data.

  • AI-Driven Contact Discovery: CASSi scours available data to find the most accurate phone numbers where the prospect most likely to engage and provides them to you.
  • Increased Efficiency: Spend less time searching and more time engaging with decision-makers.

Prioritizing Your Outreach Based on Intent

With CASSi, your outreach efforts are laser-focused on the highest-potential prospects. CASSi analyzes data to determine which contacts are most likely to engage based on intent signals, ordering your lists to put forward first prioritized high-value leads.

  • Smart Lead Scoring: CASSi prioritizes leads based on likelihood to engage, so your reps never waste time on low-potential prospects.
  • Data-Driven Decisions: Let AI help you make smarter, more informed decisions about who to call and when.

Real-Time Transcriptions & Notes

CASSi is not just about finding leads and prioritizing outreach—it’s also about streamlining sales rep workflows. By transcribing sales conversations in real time, CASSi ensures that reps don’t have to manually take notes during calls. 

  • Instant Call Transcriptions: Every conversation is automatically transcribed, saving reps time on manual note-taking.
  • Seamless Integration: Notes are automatically added to CRM systems, keeping everything organized and updated without effort.

Scoring Conversations Against a Skill Rubric

CASSi doesn’t just listen—it actively analyzes sales conversations and scores them based on a proven skill rubric. By providing insights on how calls are going, CASSi helps sales reps and managers spot areas for improvement and implement real-time coaching strategies.

  • AI Conversation Scoring: CASSi evaluates each call, highlighting key areas for improvement and identifying success patterns.
  • Instant Feedback: Sales reps receive actionable insights that help them refine their pitch, build rapport, and close more deals.

Navigating Phone Systems & Gatekeepers

Complementing our Human component CASSi is built to navigate these challenges seamlessly. By handling the initial steps—such as dialing, bypassing gatekeepers, and reaching decision-makers—CASSi ensures that your sales reps are connected with the right people quickly, enabling them to have more productive conversations.

  • Human+AI Synergy: CASSi automates the tedious tasks, but when a decision-maker is reached, your rep takes over, ensuring a personalized connection.

Ready to Experience the Power of Conversations?

Sign up for a ConnectAndSell Test Drive today and see how our platform transforms your sales process.
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  • Products

      Products

      Express Connect

      Instantly connects your team to the first live voice encountered or the decision-makers

      Precision Connect

      Connects your team directly to the right decision-makers on your target list.

      Flight School

      An immersive, hands-on training program that equips your team with the skills and confidence to master first conversations.

      CASSi

      CASSi Better Phone Numbers

      Uses AI and our knowledge of phone numbers to enrich your contact data with the best, most accurate phone numbers

      CASSi Fast Numbers

      Quickly identifies and prioritizes the most promising phone numbers.

      CASSi AI Coach

      Automated scoring of conversations with coaching insights and examples surfaced.

      CASSi | Transcription & Notes

      Leveraging the power of AI to summarize conversation notes and suggest follow up text.

      Focus Features

      Live Coaching

      Listen live to rep and coach in realtime.

      Targeting & Analytics

      Supports visibility into your account based motion.

      Pipeline Attribution

      Instant access to measure demonstrable ROI from you ConnectAndSell investment.

      Conversation Acceleration

      Only reliable way to ensure your team is having enough conversations in order to meet and exceed their number.

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