AI TOOL PROFILE
AskElephant: AI Workflow Automation for Revenue Teams
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).
At a glance
- Best for
- Sales Teams, Customer Success Teams, RevOps Managers, Revenue Leaders
- Key use cases
- Automating CRM Maintenance, Supporting Team Handoffs, Sales Coaching, Monitoring Account Health
- Integrations
- HubSpot, Salesforce, Slack, Linear, monday.com
- Official website
- Visit AskElephant official website
How AI is used
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
CRM Automation
Updates CRM fields in HubSpot and Salesforce based on conversation content.
Cross-Team Handoffs
Generates handoff packages to transfer deal context from sales to customer success teams.
AI Coaching
Provides coaching scorecards and reports based on specified sales methodologies.
Proactive Alerts
Monitors customer signals to surface potential churn or deal risks.
Call Capture and Transcription
Records and transcribes meetings across platforms such as Zoom, Teams, and Google Meet.
AI Business Chat
Allows users to chat with business data, including call recordings and CRM entries, using various LLMs.
Use Cases
Automating CRM Maintenance
Reducing manual data entry by syncing call notes and deal updates to Salesforce or HubSpot.
Supporting Team Handoffs
Assisting the transition from sales to customer success by automating handoff documentation.
Sales Coaching
Using AI-generated scorecards to identify coaching opportunities across rep calls.
Monitoring Account Health
Identifying churn risks through AI-detected signals in customer conversations to trigger outreach.
Integrations
- HubSpot
- Salesforce
- Slack
- Linear
- monday.com
- Asana
- Gong
- Grain
- RingCentral
- Dialpad
- Notion
- Zoom
- Teams
- Zapier
FAQ
How does AskElephant automate CRM updates?
- It uses AI agents to listen to customer conversations and update specified fields in HubSpot or Salesforce.
What are the pricing options for AskElephant?
- 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.
Does AskElephant offer a free trial?
- AskElephant offers pilots. Interested buyers should contact a sales representative to discuss options.
Source category: Sales
Source subcategory: CRM
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