Case studies

Our customers have saved days and even weeks of time they never had before.

But time saving is just the beginning of how AskElephant can transform your team, deepen your customer relations and eliminate org data silos.

Read some real world success stories other GTM teams have found with AskElephant.

Eliminated manual entry

Cut manual entry, boosted accuracy, & unlocked real-time visibility—thanks to AskElephant + HubSpot automation

Challenge

Mind and Metrics faced challenges with manual data entry and poor visibility in HubSpot, which led to inefficient reporting and delayed decision-making. The team struggled with matching meeting data accurately due to recurring meeting titles and lacked a streamlined way to update meeting notes.

AskElephant solution

They utilized AskElephant's webhook capabilities to automate the transfer of meeting data into HubSpot. This involved integrating AskElephant with n8n workflows to automatically send transcripts and meeting details, ensuring that all information was updated in real-time and correctly matched with the corresponding meetings.

AskElephant result

The automation eliminated the need for manual data entry, reducing errors and saving significant time. Real-time updates enabled accurate sales reporting, enhancing the team's ability to make data-driven decisions and improving overall operational efficiency.

Deal recovery

Eliminated manual deal reviews & speed up sales team enablement

Challenge

Patch Retention faced challenges with manual processes in analyzing closed deals, leading to inefficiencies and delayed sales training insights. The team struggled with a "wall of text" when trying to understand deal outcomes, which hindered their ability to quickly extract actionable insights.

AskElephant solution

They utilized AskElephant's integration with HubSpot to automate the analysis of closed deals directly within Slack. This setup allowed for streamlined workflows where deal records marked as closed won or closed lost were automatically analyzed and shared, reducing the need for manual data handling.

AskElephant result

By automating closed deal analysis, Patch Retention significantly reduced manual effort, enabling sales teams to gain faster insights for training purposes. The integration provided clarity and efficiency, allowing the team to focus more on strategic initiatives rather than data processing.

Insights

Eliminated manual deal reviews & speed up sales team enablement

Challenge

1406 Consulting needed a faster, more reliable way to create detailed client briefs from sales calls. Their sales-to-service handoff process was manual, time-consuming, and prone to inconsistency. This slowed down onboarding and created gaps between what was sold and what was delivered.

AskElephant solution

Matt used AskElephant to run a proof of concept by uploading two sales call recordings from Fathom, along with related documents. AskElephant automatically generated a complete client brief from the inputs, which Matt was able to review and send directly to HubSpot. The workflow was simple, fast, and required no technical setup.

AskElephant result

AskElephant reduced hours of manual work to just minutes, allowing the team to streamline their sales-to-service handoff with highly accurate, automated briefs. Matt described the results as “pretty amazing” and was impressed by how easily it integrated with their existing tools. The success of this test proved how AskElephant could scale across other clients and workflows at 1406 Consulting.

Coaching

“This Is Mind-Blowing” — How one Sales Manager used AskElephant to coach smarter and close more deals

Challenge

Co-Founder at The PEYD Group, Pinny Ackerman, needed a reliable way to review sales calls they couldn't attend and provide consistent coaching to his reps. Manual processes made it difficult to identify trends, performance gaps, or missed opportunities. The lack of visibility was slowing down the team’s ability to improve and close deals faster.

AskElephant solution

AskElephant was implemented to automatically summarize Google Meet calls and generate coaching insights for each rep. Pinny used these summaries to review call performance and provide real-time, actionable feedback, without sitting through full recordings. The team began integrating AskElephant into their daily workflow, with plans to expand across platforms like RingCentral.

AskElephant result

Pinny was blown away by the accuracy of the summaries, describing the results as “mind-blowing.” AskElephant gave him full visibility into rep conversations and coaching moments, saving time while improving team performance. With real-time insights now part of his process, Pinny is scaling smarter coaching without increasing manual effort.

Deal intervention

From missed signals to real-time intervention—How Supered uses AskElephant + HubSpot to save deals and drive revenue

Challenge

Supered’s sales team lacked a streamlined way to review deals and identify which opportunities needed attention. Deal reviews were time-consuming, inconsistent, and often missed red flags. Sales leaders struggled to get real-time insights into call quality and pipeline risk, making proactive intervention difficult.

AskElephant solution

Supered integrated AskElephant with HubSpot to automate deal tracking and sales call analysis. The platform scored calls, updated deal records, and tagged opportunities needing follow-up—providing sales leaders with an instant view of which deals required attention. During pipeline reviews, reps could quickly go “boom, boom, boom” through flagged deals using AskElephant insights, saving time and improving accuracy.

AskElephant result

AskElephant gave Supered real-time visibility into deal health, enabling faster and smarter sales interventions. The team saved hours on manual review and recovered at-risk deals that might have otherwise been lost. The integration significantly enhanced the value of their HubSpot CRM—turning pipeline reviews into a high-leverage growth opportunity.

Coaching

100+ calls a day, zero manual scorecards—AskElephant gave RevaSmiles real-time sales coaching at scale

Challenge

RevaSmiles faced challenges in evaluating sales performance due to manual scorecard processes, which led to inconsistent coaching and delayed rep performance reviews. The sales team struggled with visibility into daily call performance across over 100 calls per day.

AskElephant solution

RevaSmiles implemented AskElephant's automated workflows to create detailed scorecard reports for each sales call. They utilized the platform to track call metrics such as tone, value statements, and talk time, enabling real-time feedback and coaching. Director of Sales, Taylor Sloan, shared that the process involved looping prompts to score calls individually and organizing scores while ignoring non-productive calls.

AskElephant result

The automation of scorecard reporting streamlined performance reviews, allowing for targeted coaching and improving rep effectiveness. This change led to more efficient use of sales data, enhanced coaching opportunities, and improved team performance with minimal manual intervention.

Eliminated manual entry

Cut manual entry, boosted accuracy, & unlocked real-time visibility—thanks to AskElephant + HubSpot automation

Challenge

Mind and Metrics faced challenges with manual data entry and poor visibility in HubSpot, which led to inefficient reporting and delayed decision-making. The team struggled with matching meeting data accurately due to recurring meeting titles and lacked a streamlined way to update meeting notes.

AskElephant solution

They utilized AskElephant's webhook capabilities to automate the transfer of meeting data into HubSpot. This involved integrating AskElephant with n8n workflows to automatically send transcripts and meeting details, ensuring that all information was updated in real-time and correctly matched with the corresponding meetings.

AskElephant result

The automation eliminated the need for manual data entry, reducing errors and saving significant time. Real-time updates enabled accurate sales reporting, enhancing the team's ability to make data-driven decisions and improving overall operational efficiency.

Deal recovery

Eliminated manual deal reviews & speed up sales team enablement

Challenge

Patch Retention faced challenges with manual processes in analyzing closed deals, leading to inefficiencies and delayed sales training insights. The team struggled with a "wall of text" when trying to understand deal outcomes, which hindered their ability to quickly extract actionable insights.

AskElephant solution

They utilized AskElephant's integration with HubSpot to automate the analysis of closed deals directly within Slack. This setup allowed for streamlined workflows where deal records marked as closed won or closed lost were automatically analyzed and shared, reducing the need for manual data handling.

AskElephant result

By automating closed deal analysis, Patch Retention significantly reduced manual effort, enabling sales teams to gain faster insights for training purposes. The integration provided clarity and efficiency, allowing the team to focus more on strategic initiatives rather than data processing.

Insights

Eliminated manual deal reviews & speed up sales team enablement

Challenge

1406 Consulting needed a faster, more reliable way to create detailed client briefs from sales calls. Their sales-to-service handoff process was manual, time-consuming, and prone to inconsistency. This slowed down onboarding and created gaps between what was sold and what was delivered.

AskElephant solution

Matt used AskElephant to run a proof of concept by uploading two sales call recordings from Fathom, along with related documents. AskElephant automatically generated a complete client brief from the inputs, which Matt was able to review and send directly to HubSpot. The workflow was simple, fast, and required no technical setup.

AskElephant result

AskElephant reduced hours of manual work to just minutes, allowing the team to streamline their sales-to-service handoff with highly accurate, automated briefs. Matt described the results as “pretty amazing” and was impressed by how easily it integrated with their existing tools. The success of this test proved how AskElephant could scale across other clients and workflows at 1406 Consulting.

Coaching

“This Is Mind-Blowing” — How one Sales Manager used AskElephant to coach smarter and close more deals

Challenge

Co-Founder at The PEYD Group, Pinny Ackerman, needed a reliable way to review sales calls they couldn't attend and provide consistent coaching to his reps. Manual processes made it difficult to identify trends, performance gaps, or missed opportunities. The lack of visibility was slowing down the team’s ability to improve and close deals faster.

AskElephant solution

AskElephant was implemented to automatically summarize Google Meet calls and generate coaching insights for each rep. Pinny used these summaries to review call performance and provide real-time, actionable feedback, without sitting through full recordings. The team began integrating AskElephant into their daily workflow, with plans to expand across platforms like RingCentral.

AskElephant result

Pinny was blown away by the accuracy of the summaries, describing the results as “mind-blowing.” AskElephant gave him full visibility into rep conversations and coaching moments, saving time while improving team performance. With real-time insights now part of his process, Pinny is scaling smarter coaching without increasing manual effort.

Deal intervention

From missed signals to real-time intervention—How Supered uses AskElephant + HubSpot to save deals and drive revenue

Challenge

Supered’s sales team lacked a streamlined way to review deals and identify which opportunities needed attention. Deal reviews were time-consuming, inconsistent, and often missed red flags. Sales leaders struggled to get real-time insights into call quality and pipeline risk, making proactive intervention difficult.

AskElephant solution

Supered integrated AskElephant with HubSpot to automate deal tracking and sales call analysis. The platform scored calls, updated deal records, and tagged opportunities needing follow-up—providing sales leaders with an instant view of which deals required attention. During pipeline reviews, reps could quickly go “boom, boom, boom” through flagged deals using AskElephant insights, saving time and improving accuracy.

AskElephant result

AskElephant gave Supered real-time visibility into deal health, enabling faster and smarter sales interventions. The team saved hours on manual review and recovered at-risk deals that might have otherwise been lost. The integration significantly enhanced the value of their HubSpot CRM—turning pipeline reviews into a high-leverage growth opportunity.

Coaching

100+ calls a day, zero manual scorecards—AskElephant gave RevaSmiles real-time sales coaching at scale

Challenge

RevaSmiles faced challenges in evaluating sales performance due to manual scorecard processes, which led to inconsistent coaching and delayed rep performance reviews. The sales team struggled with visibility into daily call performance across over 100 calls per day.

AskElephant solution

RevaSmiles implemented AskElephant's automated workflows to create detailed scorecard reports for each sales call. They utilized the platform to track call metrics such as tone, value statements, and talk time, enabling real-time feedback and coaching. Director of Sales, Taylor Sloan, shared that the process involved looping prompts to score calls individually and organizing scores while ignoring non-productive calls.

AskElephant result

The automation of scorecard reporting streamlined performance reviews, allowing for targeted coaching and improving rep effectiveness. This change led to more efficient use of sales data, enhanced coaching opportunities, and improved team performance with minimal manual intervention.