Case Study: Push streamlines sales and agency workflows with Cassidy

Push automates 95% of sales workflows with Cassidy

Push, a UK-based marketing agency, faced the challenge of moving beyond sporadic, ad-hoc AI use to building structured, automated workflows that could transform core business processes like sales and responding to RFPs. The agency needed to standardize operations and eliminate manual tasks to improve efficiency and consistency across their entire organization. They turned to the vendor Cassidy AI and its platform to achieve this.

By implementing Cassidy, Push automated key workflows. The solution enabled them to chain together AI agents within the Cassidy system to rebuild their sales process, resulting in approximately 95% automation. This included auto-generating research and pitch materials for leads. Additionally, Cassidy helped reduce the time spent on RFPs from weeks to a single day. These efficiencies contributed to a significant business result, with Push closing roughly 70% of their deals, which they attribute partly to demonstrating these automated workflows to clients.

Push