Compare
Cascand vs your CRM's built-in prioritization.
A CRM is your system of record for accounts, contacts and deals, and its built-in tools score and sort records inside that one system. Cascand works across your CRM, mailbox, calendar and LinkedIn account to decide which action deserves the next minute, then prepares it. It sits on top of your CRM and does not replace it.
The other kind of tool
What a CRM's built-in tools do.
Most CRMs offer lead and opportunity scoring, task lists, dashboards and increasingly some recommendations. They are strongest on the data that lives in the CRM: records, stages, activities and forecasts.
- It is the shared system of record for the whole team.
- Reporting, forecasting and pipeline management.
- Workflow and automation on the records it holds.
Side by side
Where Cascand differs.
Descriptions of the other kind of tool are typical, not a claim about any one product.
| Question | Your CRM's built-in tools | Cascand |
|---|---|---|
| What gets ranked? | Records: leads, accounts, opportunities. | Actions: what to do next, on which channel, for whom. |
| What does it see? | What is in the CRM. | Your CRM plus your mailbox, calendar, LinkedIn account and the notes you type. |
| Does it know your minutes? | Rarely. A list is the same length every day. | Yes. The day is fitted into the time you have, and it can say you're caught up. |
| What does it prepare? | Typically a task or a template. | The drafted message, the call brief, the proposed meeting time and the proposed CRM change. |
| Who approves? | Workflows can act on their own rules. | You, with one click. |
| Does it replace the CRM? | It is the CRM. | No. Your CRM stays your system of record, and approved sends are logged there. |
Which fits
Using them together.
Keep your CRM as the record of truth. Cascand reads from it, brings in what the CRM cannot see, decides what deserves attention, and proposes changes back for your approval, so the CRM stays accurate without the data entry.
- You need a shared record, forecasting and reporting.
- The decisions you need are about records and stages.
- Your day is spread across email, calls, LinkedIn and follow-ups, well beyond records.
- You want prepared work, so the list gets shorter.
- You want your CRM updated without more admin.
Questions
Questions people ask.
Keep exploring
Where to go next.
Next
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