AI tools have changed how sales teams work. Platforms like Momentum help with pipeline updates, task reminders, and keeping Salesforce organized. That’s useful, but it’s only part of the picture.

Today’s most successful companies are using AI not just to speed up sales, but to connect teams, simplify processes, and deliver a more consistent customer experience.

That’s where AskElephant comes in.

AskElephant helps you build custom AI workflows that go beyond sales and support your entire customer journey, from the first call to renewal and beyond. It’s designed for teams who want more from their RevOps strategies and are looking to modernize their GTM tech stack.

Why Workflows Matter More Than Ever

Most automation tools are designed around sales. They’re built to keep reps on track, log call notes, and manage follow-ups. Momentum is great at this. But what about what happens after the deal is closed?

Support needs context. Customer success wants to track onboarding. Product is asking for feedback. And without strong workflows in place, important details fall through the cracks.

AskElephant solves this. It gives you a flexible, no-code workflow builder that supports every team involved in your customer relationship management strategy, not just sales.

What AskElephant Does Differently

1. Custom Workflows for Every Team

AskElephant lets you create workflows triggered by meetings, emails, CRM updates, Slack messages, or even uploaded docs. You can automate handoffs, follow-ups, product feedback routing, coaching notes, and more. And there’s no code required.

2. Smart AI That Takes Action

AskElephant’s AI agents do more than summarize. They:

• Flag churn risks from conversations
  
  

• Pull customer quotes for case studies
  
  

• Score onboarding or support calls using your own criteria
  
  

• Create follow-up emails
  
  

• Track action items across meetings and accounts

  
  

This level of customization helps revenue leaders strengthen their RevOps strategies while keeping their B2B pipeline growth on track.

3. Use All Your Data, Not Just Sales Calls

AskElephant connects with Zoom, Teams, Slack, Gmail, Salesforce, HubSpot, and more. So instead of automating based only on sales calls, you can build workflows that reflect your full customer relationship management strategy.

Screenshot of the AskElephant dashboard, where your team can launch workflows or ask the AI to take action.

Why Do Teams Love It? 

When teams start using AskElephant, they quickly realize it's more than just automation. It’s a way to stay aligned, move faster, and give every customer a smoother experience. 

Here’s what they love most:

• Breaks Down Silos
  Sales, Success, Support, and Product stay aligned. Everyone gets the information they need, when they need it.

• Makes Processes Repeatable
  Turn onboarding, QBRs, renewals, and more into consistent, automated workflows—reducing training time and improving reliability.

• Saves Time
  Let AI handle follow-ups, note-taking, and task tracking so your team can focus on relationships instead of admin work. 

• Stays Agile
  Workflows can be created and adjusted in minutes, so your GTM tech stack evolves as quickly as your team does.

  
  

The Big Picture

Momentum is a solid choice for task-based sales automation. But if you want to support your full revenue team and take your B2B pipeline growth to the next level, AskElephant is the place to go. 

It’s built to handle the complexity of cross-functional workflows, help teams share insights, and support the kind of seamless execution modern RevOps strategies demand.

The Bottom Line

If your team is ready to move beyond basic CRM updates and start building smarter workflows across the entire customer lifecycle, AskElephant is ready for you.

It’s not just about sales. It's about building a connected, modern customer relationship management strategy with flexible GTM tech that keeps every team aligned.

Visit askelephant.ai to learn more or request a demo.