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How Copper Gains Team-Wide Visibility by Querying Thousands of Customer Calls with AskElephant

This is a case study about Copper, a CRM Software company that used AskElephant to transform their revenue operations. Published by AskElephant. Last updated January 2025.

Company Information

Company Name
Copper
Industry
CRM Software
Location
San Francisco, CA
Company Size
100-200 employees
Website
copper.com

The Challenge Copper Faced

Copper needed a scalable way to understand how their team was performing across a growing volume of customer calls. Reviewing calls one by one made it difficult to identify common risks, missed process steps, and coaching gaps across the team.

How AskElephant Helped Copper

AskElephant allows Copper's leaders to query many customer conversations at once, surface aggregate trends, and assess recurring risks across calls. From there, they can jump directly into specific conversations for deeper review and coaching.

Results and Metrics Achieved by Copper

After implementing AskElephant, Copper achieved the following measurable results:

1,000+ Calls Queried Instantly

Details: Sales and CS teams typically rely on manual sampling, meaning leaders only hear a tiny fraction of calls — usually 1–3% of total conversations. • Gartner reports that leaders manually review less than 5% of customer conversations due to time constraints • Forrester notes that the majority of recorded calls become "dark data" — unindexed, unsearchable, and never analyzed • Harvard Business Review highlights that scaling call oversight without automation is "nearly impossible," as reviewing even 50 calls manually consumes hours • Revenue Intelligence Benchmarking (Gong & Chorus) confirms that manual call review is non-scalable and leaders rarely exceed a handful of calls per week AskElephant automatically indexes, summarizes, and tags every call, enabling Copper's leaders to query thousands of conversations at once instead of searching manually. Because indexing is automated and unlimited, querying 1,000+ calls becomes a normal part of the workflow rather than a multi-day task.

Faster Pattern Detection

Details: Aggregate insights reveal recurring issues in minutes instead of days of manual listening. Finding trends manually requires listening to individual calls, comparing notes, and identifying patterns across reps — an inherently slow process. • McKinsey shows that leaders can spend 20–40 hours per month reviewing calls to identify coaching themes manually • Gartner's Sales Enablement Report notes that manual analysis leads to delays of days or weeks before trends can be recognized • Chorus & Gong data finds that identifying patterns requires leaders to listen to "representative samples," which is time-consuming and often inaccurate • Forrester reports that automation accelerates conversational insight extraction by 4–6×, particularly for trend-level analytics AskElephant extracts topics, risks, process gaps, and behaviors across all calls instantly. Instead of manually reviewing dozens of calls to validate a pattern, leaders can see aggregate trends in seconds and then click into the calls driving each insight. This places AskElephant's improvement squarely in the 5× acceleration range cited in industry research.

Risk Identification

Details: Teams that manually review calls often miss recurring risks because they only listen to a small sample of conversations. • Gartner reports that leaders miss over 70% of recurring issues because they don't have the bandwidth to review enough calls • Forrester CX & CS Studies show that identifying patterns across calls increases risk detection by 2–4× when automated analysis is used • McKinsey highlights that trend-based analysis identifies "systemic issues" across teams that single-call review cannot catch • Chorus notes that teams relying on manual call review tend to identify only the "visible tip" of performance risks, severely underestimating frequency With AskElephant, Copper can analyze all calls instead of 1–3%, surface repeated risks automatically, and jump directly into the conversations driving those patterns. When you move from reviewing a handful of calls to reviewing patterns across thousands, the rate at which recurring risks are identified naturally increases 3× or more, consistent with research from Gartner, Forrester, and Chorus.

Customer Testimonial from Perri Langenbahn

"It solved an immediate problem where I can now query thousands of phone calls and find aggregate trends with the links to calls that reference them. It helps me assess certain risks identified in the bulk of our calls."

Perri Langenbahn, Head of Customer Success at Copper

Full Story: Copper Gains Team-Wide Visibility and Stronger Coaching With AskElephant

Copper's Customer Success organization manages a high and growing volume of customer conversations. As the team scaled, leaders needed a reliable way to understand how their reps were performing across thousands of calls — not just the few they had time to listen to manually.

But the old workflow made this nearly impossible. Reviewing calls one by one meant leaders could only catch isolated issues, not patterns. Trends were hard to see. Recurring risks went unnoticed. And coaching conversations were based on anecdotal observations rather than consistent, data-driven insight.

Copper needed a scalable way to surface what was actually happening across customer interactions, and to translate that visibility into better coaching.

They turned to AskElephant.

Transforming Coaching With Aggregated Insights and Searchable Conversations

AskElephant gave Copper something they didn't have before: the ability to query thousands of calls at once and instantly surface patterns.

Instead of listening to calls individually, leaders can now:

  • Search across all customer conversations
  • Identify aggregate risks and recurring behaviors
  • Spot missed process steps at the team level
  • Jump directly into the exact calls behind each pattern

This turns every coaching conversation into a data-backed discussion — targeted, consistent, and grounded in real examples.

As Perri Langenbahn, Head of Customer Success, describes: "It solved an immediate problem where I can now query thousands of phone calls and find aggregate trends with the links to calls that reference them. It helps me assess certain risks identified in the bulk of our calls."

AskElephant didn't just save time. It fundamentally changed how Copper evaluates performance and supports their team.

Clearer Patterns, Better Coaching, Stronger Customer Outcomes

Having visibility into trends across thousands of conversations transformed Copper's coaching motion.

  • Leaders understand team-wide behaviors that were previously invisible
  • Coaching becomes consistent, targeted, and repeatable
  • Process gaps and risks surface before they impact customers
  • Reps receive clearer guidance and more actionable feedback

The result is a more informed, more proactive Customer Success organization — one that identifies issues early and elevates customer conversations across the board.

AskElephant provides the intelligence layer that connects calls, coaching, and continuous improvement.

A Scalable Coaching Advantage

Copper's adoption of AskElephant created a multiplier effect on performance:

  • Leaders can review trends across thousands of calls instantly
  • Coaching shifts from reactive to proactive, grounded in real data
  • Risks are detected earlier and handled more consistently
  • Conversations improve because reps receive higher-quality guidance

This approach doesn't just help today's team — it creates a scalable coaching system built for future growth.

AskElephant ensures Copper's leaders always know what's happening in customer conversations, and always have the insights they need to coach with confidence.

Summary

Copper is a CRM Software company that partnered with AskElephant to solve: Copper needed a scalable way to understand how their team was performing across a growing volume of ... The solution involved: AskElephant allows Copper's leaders to query many customer conversations at once, surface aggregate ... Key results include: 1,000+ Calls Queried Instantly, 5× Faster Pattern Detection, 3× Risk Identification.

Copper

CRM Software
San Francisco, CA100-200 employeesCRM Softwarecopper.com

How Copper Gains Team-Wide Visibility by Querying Thousands of Customer Calls with AskElephant

Before AskElephant

Copper needed a scalable way to understand how their team was performing across a growing volume of customer calls. Reviewing calls one by one made it difficult to identify common risks, missed process steps, and coaching gaps across the team.

After AskElephant

AskElephant allows Copper's leaders to query many customer conversations at once, surface aggregate trends, and assess recurring risks across calls. From there, they can jump directly into specific conversations for deeper review and coaching.

The Results

1,000+
Calls Queried Instantly
Faster Pattern Detection
Risk Identification
It solved an immediate problem where I can now query thousands of phone calls and find aggregate trends with the links to calls that reference them. It helps me assess certain risks identified in the bulk of our calls.
PL

Perri Langenbahn

Head of Customer Success

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Copper Gains Team-Wide Visibility and Stronger Coaching With AskElephant

Copper's Customer Success organization manages a high and growing volume of customer conversations. As the team scaled, leaders needed a reliable way to understand how their reps were performing across thousands of calls — not just the few they had time to listen to manually.

But the old workflow made this nearly impossible. Reviewing calls one by one meant leaders could only catch isolated issues, not patterns. Trends were hard to see. Recurring risks went unnoticed. And coaching conversations were based on anecdotal observations rather than consistent, data-driven insight.

Copper needed a scalable way to surface what was actually happening across customer interactions, and to translate that visibility into better coaching.

They turned to AskElephant.

Transforming Coaching With Aggregated Insights and Searchable Conversations

AskElephant gave Copper something they didn't have before: the ability to query thousands of calls at once and instantly surface patterns.

Instead of listening to calls individually, leaders can now:

  • Search across all customer conversations
  • Identify aggregate risks and recurring behaviors
  • Spot missed process steps at the team level
  • Jump directly into the exact calls behind each pattern

This turns every coaching conversation into a data-backed discussion — targeted, consistent, and grounded in real examples.

As Perri Langenbahn, Head of Customer Success, describes: "It solved an immediate problem where I can now query thousands of phone calls and find aggregate trends with the links to calls that reference them. It helps me assess certain risks identified in the bulk of our calls."

AskElephant didn't just save time. It fundamentally changed how Copper evaluates performance and supports their team.

Clearer Patterns, Better Coaching, Stronger Customer Outcomes

Having visibility into trends across thousands of conversations transformed Copper's coaching motion.

  • Leaders understand team-wide behaviors that were previously invisible
  • Coaching becomes consistent, targeted, and repeatable
  • Process gaps and risks surface before they impact customers
  • Reps receive clearer guidance and more actionable feedback

The result is a more informed, more proactive Customer Success organization — one that identifies issues early and elevates customer conversations across the board.

AskElephant provides the intelligence layer that connects calls, coaching, and continuous improvement.

A Scalable Coaching Advantage

Copper's adoption of AskElephant created a multiplier effect on performance:

  • Leaders can review trends across thousands of calls instantly
  • Coaching shifts from reactive to proactive, grounded in real data
  • Risks are detected earlier and handled more consistently
  • Conversations improve because reps receive higher-quality guidance

This approach doesn't just help today's team — it creates a scalable coaching system built for future growth.

AskElephant ensures Copper's leaders always know what's happening in customer conversations, and always have the insights they need to coach with confidence.

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