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Searchable Sales Call Memory

Reps and managers can find answers fast, keep MEDDICC up to date, and drive consistent follow‑through without rewatching calls or chasing notes. Captures and transcribes sales meetings from calendar invites, extracts next steps and MEDDICC fields, links back to call recordings and notes, and makes the content searchable with source citations in the CRM and Knowledge Base.
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Overview
Sales Enablement
Assistant

How does it work?

Searchable Sales Call Memory gives you instant access to what was said across your sales conversations. Ask questions like:

  • What did the VP of Engineering say about their timeline in last week's call?
  • What next steps did we commit to with Acme Corp?
  • Who is the economic buyer on the Meridian deal?
  • What pain points has this prospect mentioned across all our calls?
  • When did we last discuss pricing with DataFlow?
  • What's the decision process for the Vertex opportunity?
  • Has this account mentioned any competitors?
  • What MEDDICC gaps do we have on this deal?

The Assistant searches across transcribed calls, extracts relevant moments, and cites the specific recording—so you can verify or dig deeper when needed.

Who uses Searchable Sales Call Memory?

Searchable Sales Call Memory is built for sales teams who need fast access to conversation history without rewatching recordings:

  • Account Executives looking up what was discussed in previous calls before follow-ups
  • Sales Managers reviewing deal progress and rep performance across calls
  • Sales Ops ensuring MEDDICC fields stay current and accurate
  • New reps ramping on inherited accounts by searching past conversations
  • Revenue leaders spotting patterns in objections, next steps, or deal blockers

It's especially useful for teams running MEDDICC or similar qualification frameworks—keeping fields updated without manual note-taking or call reviews.

Searchable Sales Call Memory use your Knowledge Base>?

Searchable Sales Call Memory captures and transcribes meetings directly from calendar invites, then syncs that content to your Knowledge Base alongside your connected sources—including Gong recordings, Salesforce records, Google Drive documents, and Slack conversations.

When you search for information, the Assistant:

  • Pulls from transcribed call content with timestamps and speaker attribution
  • Extracts and surfaces MEDDICC fields, next steps, and action items
  • Links back to original call recordings and notes for verification
  • Cross-references CRM data to connect conversations to specific deals
  • Provides source citations so you know exactly where information came from

Because the Knowledge Base syncs continuously, every new call becomes searchable shortly after it ends—no manual uploads or tagging required.

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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.

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