Agents

Welcome to our HubSpot integration guide! We're here to help you easily connect and disconnect your HubSpot account with AskElephant.

Got questions or need a hand? Don't hesitate to reach out to our friendly support team at [email protected] - we're always happy to help!

Sales agents

Help reps do what they do best, be human. Let AI do all the admin work.

Scorecard/demo review 

Keep everything organized and accessible

Automatically scores sales demos based on predefined criteria, providing feedback to reps and managers on areas for improvement

Automatically scores sales demos based on predefined criteria, providing feedback to reps and managers on areas for improvement

Automatically scores sales demos based on predefined criteria, providing feedback to reps and managers on areas for improvement

Facilitates targeted coaching and drives consistent performance across the sales team

Facilitates targeted coaching and drives consistent performance across the sales team

Facilitates targeted coaching and drives consistent performance across the sales team

Closed-won/lost analysis

Keep everything organized and accessible

Intelligently processes closed deals, providing insights into win/loss reasons, trends, and areas for improvement in the sales process

Intelligently processes closed deals, providing insights into win/loss reasons, trends, and areas for improvement in the sales process

Intelligently processes closed deals, providing insights into win/loss reasons, trends, and areas for improvement in the sales process

Used for coaching, sales playbook refinement, and strategic decision-making

Used for coaching, sales playbook refinement, and strategic decision-making

Used for coaching, sales playbook refinement, and strategic decision-making

Deal intervention alert

Realize churn before your customer does

Constantly reviews calls in real-time and alerts sales managers to deals at risk, providing context and recommended actions for intervention

Constantly reviews calls in real-time and alerts sales managers to deals at risk, providing context and recommended actions for intervention

Constantly reviews calls in real-time and alerts sales managers to deals at risk, providing context and recommended actions for intervention

Alerts managers to proactively address potential roadblocks and improve close rates. 

Alerts managers to proactively address potential roadblocks and improve close rates. 

Alerts managers to proactively address potential roadblocks and improve close rates. 

Automated CRM updates

Keep everything organized and accessible

Automatically updates Salesforce and HubSpot fields based on call data, eliminating manual data entry and improving CRM data hygiene

Automatically updates Salesforce and HubSpot fields based on call data, eliminating manual data entry and improving CRM data hygiene

Automatically updates Salesforce and HubSpot fields based on call data, eliminating manual data entry and improving CRM data hygiene

Frees up sales reps to focus on selling and ensures accurate reporting

Frees up sales reps to focus on selling and ensures accurate reporting

Frees up sales reps to focus on selling and ensures accurate reporting

Personalized outreach/messaging

Keep everything organized and accessible

Analyzes prospect and company data to personalize outreach messages and tailor sales pitches

Analyzes prospect and company data to personalize outreach messages and tailor sales pitches

Analyzes prospect and company data to personalize outreach messages and tailor sales pitches

Improves email open rates, generate more qualified leads, and accelerate deal progression

Improves email open rates, generate more qualified leads, and accelerate deal progression

Improves email open rates, generate more qualified leads, and accelerate deal progression

+ Dozens more

Our team helps create custom agents for your specific needs

Implementation agents

Instant and fully in-the-know handoff post sale.

Automated task creation

Keep everything organized and accessible

Creates tasks in project management tools like Asana and Teamwork based on action items discussed in calls

Creates tasks in project management tools like Asana and Teamwork based on action items discussed in calls

Creates tasks in project management tools like Asana and Teamwork based on action items discussed in calls

Ensures timely follow-up and streamlines the implementation process

Ensures timely follow-up and streamlines the implementation process

Ensures timely follow-up and streamlines the implementation process

Sales hand off to implementation

Realize churn before your customer does

Automatically generates comprehensive handoff documents for the implementation team, summarizing customer needs, goals, and key discussion points from the sales cycle

Automatically generates comprehensive handoff documents for the implementation team, summarizing customer needs, goals, and key discussion points from the sales cycle

Automatically generates comprehensive handoff documents for the implementation team, summarizing customer needs, goals, and key discussion points from the sales cycle

Ensures a smooth transition and reduces onboarding friction

Ensures a smooth transition and reduces onboarding friction

Ensures a smooth transition and reduces onboarding friction

Onboarding call coaching

Keep everything organized and accessible

Analyzes onboarding calls and provides feedback to implementation specialists on areas for improvement

Analyzes onboarding calls and provides feedback to implementation specialists on areas for improvement

Analyzes onboarding calls and provides feedback to implementation specialists on areas for improvement

Helps ensure consistent messaging and a high-quality onboarding experience

Helps ensure consistent messaging and a high-quality onboarding experience

Helps ensure consistent messaging and a high-quality onboarding experience

Out-of-scope alert

Keep everything organized and accessible

Monitors calls for scope creep and alerts implementation managers to potential upsell opportunities

Monitors calls for scope creep and alerts implementation managers to potential upsell opportunities

Monitors calls for scope creep and alerts implementation managers to potential upsell opportunities

+ Dozens more

Our team helps create custom agents for your specific needs

Customer Success agents

Instant and fully in-the-know handoff post sale.

Proactive churn alerts

Realize churn before your customer does

Analyzes customer conversations and identifies potential churn risks, alerting CSMs to take proactive steps to retain at-risk accounts

Analyzes customer conversations and identifies potential churn risks, alerting CSMs to take proactive steps to retain at-risk accounts

Analyzes customer conversations and identifies potential churn risks, alerting CSMs to take proactive steps to retain at-risk accounts

Automated customer communication

Keep everything organized and accessible

Drafts personalized emails and follow-up messages for CSMs based on call data and customer interactions

Drafts personalized emails and follow-up messages for CSMs based on call data and customer interactions

Drafts personalized emails and follow-up messages for CSMs based on call data and customer interactions

Saves time and ensures consistent communication

Saves time and ensures consistent communication

Saves time and ensures consistent communication

Expansion/upsell identification

Keep everything organized and accessible

Reviews customer conversations for expansion and upsell opportunities, alerting CSMs to potential revenue growth within existing accounts

Reviews customer conversations for expansion and upsell opportunities, alerting CSMs to potential revenue growth within existing accounts

Reviews customer conversations for expansion and upsell opportunities, alerting CSMs to potential revenue growth within existing accounts

Account health scoring

Keep everything organized and accessible

Automatically updates account health scores in the CRM based on customer sentiment and engagement

Automatically updates account health scores in the CRM based on customer sentiment and engagement

Automatically updates account health scores in the CRM based on customer sentiment and engagement

Unlocks proactive account management and prioritization of at-risk accounts

Unlocks proactive account management and prioritization of at-risk accounts

Unlocks proactive account management and prioritization of at-risk accounts

Customer feedback analysis

Keep everything organized and accessible

Pulls in and reviews customer feedback from various channels (calls, emails, support tickets) to identify trends, pain points, and areas for product/service improvement

Pulls in and reviews customer feedback from various channels (calls, emails, support tickets) to identify trends, pain points, and areas for product/service improvement

Pulls in and reviews customer feedback from various channels (calls, emails, support tickets) to identify trends, pain points, and areas for product/service improvement

Enables a data-driven approach to customer success and product development

Enables a data-driven approach to customer success and product development

Enables a data-driven approach to customer success and product development

+ Dozens more

Our team helps create custom agents for your specific needs

Marketing agents

Know your voice and know what's resonating with customers

Customer advocate identification

Realize churn before your customer does

Identifies customers who express positive sentiments and satisfaction in their interactions

Identifies customers who express positive sentiments and satisfaction in their interactions

Identifies customers who express positive sentiments and satisfaction in their interactions

Makes potential candidates for testimonials or case studies.

Makes potential candidates for testimonials or case studies.

Makes potential candidates for testimonials or case studies.

Marketing message alignment

Keep everything organized and accessible

Assess how well the sales team incorporates and emphasizes key marketing messages and differentiators in their conversations

Assess how well the sales team incorporates and emphasizes key marketing messages and differentiators in their conversations

Assess how well the sales team incorporates and emphasizes key marketing messages and differentiators in their conversations

Providing feedback loops for marketing to refine their messaging based on real-world interactions

Providing feedback loops for marketing to refine their messaging based on real-world interactions

Providing feedback loops for marketing to refine their messaging based on real-world interactions

Competitor pain point analysis

Keep everything organized and accessible

Extracts complaints and pain points related to competitor software from sales calls

Extracts complaints and pain points related to competitor software from sales calls

Extracts complaints and pain points related to competitor software from sales calls

Informs marketing strategies and highlight your product’s advantages

Informs marketing strategies and highlight your product’s advantages

Informs marketing strategies and highlight your product’s advantages

Marketing quotes workflow 

Keep everything organized and accessible

Focuses on identifying specific quotes and statements from customer interactions that highlight the value and benefits of AskElephant, which can then be used in marketing collateral

Focuses on identifying specific quotes and statements from customer interactions that highlight the value and benefits of AskElephant, which can then be used in marketing collateral

Focuses on identifying specific quotes and statements from customer interactions that highlight the value and benefits of AskElephant, which can then be used in marketing collateral

+ Dozens more

Our team helps create custom agents for your specific needs

Product agents

Be close to your customer's voice like never before

Feature requests tracking 

Realize churn before your customer does

Captures and analyzes feature requests mentioned in sales and customer success calls to inform product development priorities.

Captures and analyzes feature requests mentioned in sales and customer success calls to inform product development priorities.

Captures and analyzes feature requests mentioned in sales and customer success calls to inform product development priorities.

Weekly voice of the customer report

Keep everything organized and accessible

Assesses all customer interactions in aggregate to understand the main themes from customers and prospects to ensure alignment across product and customer-facing teams

Assesses all customer interactions in aggregate to understand the main themes from customers and prospects to ensure alignment across product and customer-facing teams

Assesses all customer interactions in aggregate to understand the main themes from customers and prospects to ensure alignment across product and customer-facing teams

Product-based churn risks

Keep everything organized and accessible

Pushes churn alerts that arise from poor experiences based on specific product areas/features. 

Pushes churn alerts that arise from poor experiences based on specific product areas/features. 

Pushes churn alerts that arise from poor experiences based on specific product areas/features. 

Real-time product mentions

Keep everything organized and accessible

Monitors calls for real-time mentions of specific products

Monitors calls for real-time mentions of specific products

Monitors calls for real-time mentions of specific products

Enables the product team to track how their products are being discussed and identify areas for improvement, which is especially helpful for new product launches or beta tests

Enables the product team to track how their products are being discussed and identify areas for improvement, which is especially helpful for new product launches or beta tests

Enables the product team to track how their products are being discussed and identify areas for improvement, which is especially helpful for new product launches or beta tests

Competitive product analysis

Keep everything organized and accessible

Analyzes competitor products, identifying strengths, weaknesses, and opportunities for differentiation

Analyzes competitor products, identifying strengths, weaknesses, and opportunities for differentiation

Analyzes competitor products, identifying strengths, weaknesses, and opportunities for differentiation

Stay ahead of the curve and maintain a competitive edge in the market, aligning with the need for competitive analysis and brand differentiation

Stay ahead of the curve and maintain a competitive edge in the market, aligning with the need for competitive analysis and brand differentiation

Stay ahead of the curve and maintain a competitive edge in the market, aligning with the need for competitive analysis and brand differentiation

+ Dozens more

Our team helps create custom agents for your specific needs

Channel Partnership agents

Streamline Partner relations and comms

Partner lead generation from customer calls

Realize churn before your customer does

Auto identifies potential partner opportunities by monitoring customer calls

Auto identifies potential partner opportunities by monitoring customer calls

Auto identifies potential partner opportunities by monitoring customer calls

Recognizes sentiment and specific pain points to identify suitable leads for partners

Recognizes sentiment and specific pain points to identify suitable leads for partners

Recognizes sentiment and specific pain points to identify suitable leads for partners

Consolidated partner communications

Keep everything organized and accessible

Provides quick access to meeting data and partner conversations, integrating with calls and emails

Provides quick access to meeting data and partner conversations, integrating with calls and emails

Provides quick access to meeting data and partner conversations, integrating with calls and emails

Streamlines partner relationship management by offering a single platform for accessing all relevant communications

Streamlines partner relationship management by offering a single platform for accessing all relevant communications

Streamlines partner relationship management by offering a single platform for accessing all relevant communications

Automated partner notifications

Keep everything organized and accessible

Focuses on implementing triggers for partner mentions and setting up a scalable knowledge base solution

Focuses on implementing triggers for partner mentions and setting up a scalable knowledge base solution

Focuses on implementing triggers for partner mentions and setting up a scalable knowledge base solution

Improves workflow adoption by reducing noise and ensuring relevant information reaches the appropriate partner managers

Improves workflow adoption by reducing noise and ensuring relevant information reaches the appropriate partner managers

Improves workflow adoption by reducing noise and ensuring relevant information reaches the appropriate partner managers

Meeting preparation

Keep everything organized and accessible

Streamlines account meeting preparations by pulling in details like LinkedIn profiles and company data

Streamlines account meeting preparations by pulling in details like LinkedIn profiles and company data

Streamlines account meeting preparations by pulling in details like LinkedIn profiles and company data

Helps partnership teams quickly gather necessary information before meetings, enhancing their efficiency and effectiveness

Helps partnership teams quickly gather necessary information before meetings, enhancing their efficiency and effectiveness

Helps partnership teams quickly gather necessary information before meetings, enhancing their efficiency and effectiveness

Performance tracking & analytics

Keep everything organized and accessible

Monthly performance tracking and analytics, providing public team performance scorecards for accountability

Monthly performance tracking and analytics, providing public team performance scorecards for accountability

Monthly performance tracking and analytics, providing public team performance scorecards for accountability

Allowing real-time coaching alerts for agenda setting and next steps tracking, aiding in performance improvement and goal attainment

Allowing real-time coaching alerts for agenda setting and next steps tracking, aiding in performance improvement and goal attainment

Allowing real-time coaching alerts for agenda setting and next steps tracking, aiding in performance improvement and goal attainment

+ Dozens more

Our team helps create custom agents for your specific needs

SDR agents

Streamline Partner relations and comms

Automated call summaries

Keep everything organized and accessible

Generates automated call summaries that include clickable links for easier access to specific sections of the call

Generates automated call summaries that include clickable links for easier access to specific sections of the call

Generates automated call summaries that include clickable links for easier access to specific sections of the call

Designed to streamline the review process and enhance the user experience by providing quick access to relevant calls

Designed to streamline the review process and enhance the user experience by providing quick access to relevant calls

Designed to streamline the review process and enhance the user experience by providing quick access to relevant calls

Call analysis & coaching

Realize churn before your customer does

analyzes SDR calls, identifying areas for improvement in areas like objection handling, rapport building, and qualification

analyzes SDR calls, identifying areas for improvement in areas like objection handling, rapport building, and qualification

analyzes SDR calls, identifying areas for improvement in areas like objection handling, rapport building, and qualification

Personalized coaching recommendations and track SDR performance over time

Personalized coaching recommendations and track SDR performance over time

Personalized coaching recommendations and track SDR performance over time

Addresses the need for SDR coaching and performance improvement discussed in several meetings

Addresses the need for SDR coaching and performance improvement discussed in several meetings

Addresses the need for SDR coaching and performance improvement discussed in several meetings

Sales playbooks and objection handling

Keep everything organized and accessible

Creates sales playbooks and objection handling guides

Creates sales playbooks and objection handling guides

Creates sales playbooks and objection handling guides

Includes the analysis of top performer practices and using comparative analysis between reps to identify best practices

Includes the analysis of top performer practices and using comparative analysis between reps to identify best practices

Includes the analysis of top performer practices and using comparative analysis between reps to identify best practices

Script scorecard

Keep everything organized and accessible

Tracks how effectively reps are following the outbound script and make adjustments as you gain insights into what is working

Tracks how effectively reps are following the outbound script and make adjustments as you gain insights into what is working

Tracks how effectively reps are following the outbound script and make adjustments as you gain insights into what is working

+ Dozens more

Our team helps create custom agents for your specific needs