AskElephant: AI Workflow Automation for Revenue Teams
AskElephant helps revenue teams automate administrative tasks such as CRM data entry and meeting transcription. It is designed for companies looking to reduce manual work during sales and customer success transitions.
At a glance
- Category
- Sales
- Best for
- Sales Teams, Customer Success Teams, RevOps Managers, Revenue Leaders
- Pricing
- Unlimited Automation is $99 per user per month (or $89 with annual prepayment). A higher tier for AI consulting is available at $189 per user per month ($170 annually).
- Key use cases
- Automating CRM Maintenance, Supporting Team Handoffs, Sales Coaching, Monitoring Account Health
- Integrations
- HubSpot, Salesforce, Slack, Linear, monday.com
- Official website
- askelephant.com
AskElephant is a workflow automation tool for sales, post-sales, and RevOps teams. It uses AI agents to capture context from calls, meetings, and emails, and is designed to automatically update records in CRMs like HubSpot and Salesforce.
Key Features
Updates CRM fields in HubSpot and Salesforce based on conversation content.
Generates handoff packages to transfer deal context from sales to customer success teams.
Provides coaching scorecards and reports based on specified sales methodologies.
Monitors customer signals to surface potential churn or deal risks.
Records and transcribes meetings across platforms such as Zoom, Teams, and Google Meet.
Allows users to chat with business data, including call recordings and CRM entries, using various LLMs.
Use Cases
Reducing manual data entry by syncing call notes and deal updates to Salesforce or HubSpot.
Assisting the transition from sales to customer success by automating handoff documentation.
Using AI-generated scorecards to identify coaching opportunities across rep calls.
Identifying churn risks through AI-detected signals in customer conversations to trigger outreach.
Best For
Integrations
Pricing
Unlimited Automation is $99 per user per month (or $89 with annual prepayment). A higher tier for AI consulting is available at $189 per user per month ($170 annually).
FAQ
It uses AI agents to listen to customer conversations and update specified fields in HubSpot or Salesforce.
The Unlimited Automation plan is $99 per user per month, and the Automations + AI Consulting plan is $189 per user per month. Annual prepaid options offer a 10% discount.
AskElephant offers pilots. Interested buyers should contact a sales representative to discuss options.
Source category: Sales
Source subcategory: CRM
