Tendril News – November 2025 Edition

As we head into the final stretch of the year, November brought a powerful mix of what makes Tendril… Tendril: 

Real conversations, smarter outbound engines, client wins in complex industries, and a team that keeps leveling up.

Here’s a look at what we’ve been building this month 👇

📈 Customer Spotlight: Regiment Securities

How Regiment Securities Transformed Sales Operations While Staying FINRA-Compliant

In financial services, growth and compliance don’t always move in the same direction.For Regiment Securities, a FINRA-registered broker-dealer, outbound prospecting was limited by strict regulations and one person’s time.

• Only ~5 meaningful conversations per day

• Growth capped by bandwidth, not market demand

Hiring more reps was risky and expensive. Fully automated outbound AI was a regulatory gray area. So they tried something different.An inbound AI agent (“Mo Money”) to qualify leads + Tendril’s human-powered, agent-assisted dialing to handle compliant follow-up.

The result?

• From 5 meaningful conversations per day… to 14 in a single hour

• Up to 2,240 conversations per month in potential capacity

• Time freed up for high-value, strategic work

• A scalable, compliance-first outbound model

This is a blueprint for any highly regulated industry (financial services, healthcare, legal, insurance, etc.) that wants tech-level efficiency without risking licenses or trust.

👉 Read the full Regiment Securities case study here

📣 Announcement: Salesforce + Tendril Connect Integration Is Here

We’re excited to share a major upgrade to the Tendril experience: Tendril Connect now integrates directly with Salesforce.

This new connection makes it easier than ever for revenue teams to turn CRM data into real conversations, not just static fields or untouched lists.

With the Salesforce + Tendril Connect integration, you can:

• 🔄 Sync records seamlessly between Salesforce and Tendril

• 📞 Launch agent-assisted dialing straight from Salesforce lists

• ⚡ Get more live connects in less time

• 🧹 Keep activity logs clean and automatically recorded

• 📊 Improve visibility into outbound performance and pipeline movement

• 🧭 Give reps a faster, smoother workflow with fewer manual steps

This upgrade brings together the two things reps need most: clean data and live conversations.

👉 If you'd like a walkthrough or demo, let us know.

🚀 Product Highlight: Tendril Connect Premium

If your reps don’t have the time (or bandwidth) to follow up on every lead, you’re not alone. That’s exactly why we built Tendril Connect Premium — your fully managed outbound engine.

With Connect Premium, you get:

📞 Agent-assisted dialing (150+ calls per hour)

👥 Nearshore SDRs hired, trained, and managed by Tendril

⚙️ A proven outbound process you don’t have to build from scratch

No extra headcount.

No hiring headaches.

No missed opportunities.

Just more conversations → more meetings → more revenue.

👉 Learn more about Connect Premium here

🌟 Agent of the Month: Brenda Pérez Castillo

Every month, we highlight someone who goes above and beyond.This time, the spotlight shines on Brenda, one of our top-performing agents.

At Tendril, we run “special sessions”: high-demand calling projects that require extra focus, precision, and consistency. Brenda has become a key player in these initiatives, showing up with skill, effort, and reliability every single time 🚀

Here’s what POD Leader Mintzi Santos shared:

“Brenda is one of our top agents. She participates in all of our high-demand special sessions and always stands out for her exceptional performance. Congratulations, Brenda!”

Brenda, thank you for your work, discipline, and the energy you bring to the team. We’re lucky to have you 🌟💙

👋 Welcoming the Agent Class of November 2025

✨ New month, new voices on the phones.

We’re excited to introduce the newest group of agents joining Tendril. Each one brings fresh energy, curiosity, and the drive to support our clients with meaningful conversations:

💙 Kathya Carolina Palacios Ledezma

💙 Santiago Vallejo Garza

💙 Erik Ricardo Salazar Gallo

💙 Victoria Ortega

💙 Cristian Julio Cesar Soto Alderete

💙 Brayan Michel Vázquez Pérez

💙 María Fernanda Ibarra

💙 Silvia Bigvai Sánchez Domínguez

💙César Gustavo Femat de la Peña

We can’t wait to see all you'll achieve. Welcome to Tendril!

📞 Feature Spotlight: Tendril Connect Call Handling Modes

💬 Three ways to connect. One platform built for precision.

Every campaign is different, and so is every conversation. That’s why Tendril Connect gives you control over how calls are handled so your outbound motion matches your strategy, not the other way around.

Here are the three call handling modes:

💎 Live Voice Agents transfer instantly when someone picks up. Perfect for direct dials where speed and immediacy matter.

🎯 Verify Before Transfer Agents confirm the right person before connecting. Ideal for reducing dropped calls and making sure reps only talk to the right contacts.

🚀 Assumptive Transfer Speed-first mode for high-volume campaigns. Great when you’re prioritizing volume and want to maximize every dialing hour.

No other dialing platform offers this level of control. The result? Cleaner connects, better data, and smarter outbound execution.

🔔 Coming Soon: A New Tendril Webinar

We’ve been quietly working on something, and it’s almost ready to share.

Later this month, Tendril will be hosting a webinar designed for teams who want to sharpen their outbound strategy and modernize their sales stack.

We’ll dig into topics like:

⚙️ Building a high-output sales engine with the right tech stack

🔄 Integrating tools for seamless workflows

📈 Outbound best practices for 2025 🤝 Live Q&A with a special guest

Details and RSVP link coming soon… stay tuned 👀

Thanks for being part of the Tendril community!

If you’re curious about how Tendril can help your team drive more high-quality conversations, whether you’re in a highly regulated industry or just ready to scale outbound, we’d love to talk.

👉 Ready to see Tendril in action? Book a demo

Warmly,

The Tendril Team.