1. [Home](https://www.g2.com/) 2. ... 3. [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) 4. [AskElephant Discussions](https://www.g2.com/products/askelephant/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b28429f23e8eb7e000ceac06a11dd911/askelephant.png "Product Avatar Image") ](/products/askelephant/reviews) [ AskElephant ](/products/askelephant/reviews) (25)4.9/5 AskElephant is the CRM automation layer for B2B revenue teams running on HubSpot or Salesforce. It takes responsibility for the CRM data work that reps are typically stuck doing: updating fields, logging activity, and maintaining the records that everyone else depends on. AskElephant owns CRM data hygiene at the source, capturing activity automatically, standardizing fields, deduplicating contacts, and validating data before it touches a workflow. It then powers downstream automations that actually work: CRM field updates, sales coaching, sales-to-CS handoffs, and churn alerts. The result is trustworthy data, reliable automation, and a sales team focused on what AI cannot replicate. Relationships are built by humans, not bots. Key Features and Functionality: - CRM Automation: Automatically update any CRM field based on conversation insights, eliminating manual data entry. - Sales-to-CS Handoffs: Ensure seamless transitions between sales and customer success teams by automatically transferring full deal context. - AI Sales Coaching: Provide real-time coaching scorecards and reports. Implement your custom sales methodology or use popular frameworks like MEDDIC, SPICED, Challenger, or BANT. - Churn Alerts: Receive notifications about potential deal risks or churn alerts, enabling timely interventions. - AI Chat: Interact with your business data using AI, facilitating quick access to information across various platforms. Includes access to 20+ LLMs. - AI Agents & Workflow Builder: Automate workflows such as CRM updates, coaching, task creation, churn alerts, and win/loss analysis. Agents are fully customizable using the workflow builder. - Custom Data Signals: Extract unique insights at scale from your conversation data and trigger your custom workflows using these signals. - Universal AI Notetaker: Flexible capture and transcription of calls or meetings via 4 methods: web/browser, desktop app/botless, mobile app for in-person conversation, and dialer/contact center integrations. - MCP and API Access: Connect AskElephant's data into your stack - Native Integrations: Connect AskElephant and its powerful workflows to HubSpot, Salesforce, Slack, and even dialer solutions such as RingCentral and Dialpad. Primary Value: Healthy CRM data benefits all human and AI-automated workflows that flow downstream from a CRM system of record. Without healthy CRM data, interactions between revenue teams and customers suffer due to a severe lack of context. AskElephant is the first solution to finally solve the CRM hygiene issue at its root, along with downstream automations. Sales reps are no longer required to update the CRM after each call because AskElephant can update any CRM field or property instantly, to the exact specifications of the RevOps leader. AskElephant can even audit and clean CRM data retroactively, removing a massive data-hygiene burden from RevOps. This is all made possible by AskElephant's dedication to deep data extraction and intelligence, whereas other solutions will just send a meeting summary to the CRM. Pain Points Solved by AskElephant: - Poor CRM data hygiene and missing data - Sales reps manually updating the CRM - Inaccurate revenue forecasts due to poor CRM data - Unsecure use of LLMs to fill context gaps - Unreliable AI notetaker bots not joining your call - Sales leaders lacking time to coach reps - Messy sales-to-CS handoffs - CS teams that depend on sales for context - Implementation teams spending hours to prep an onboarding - Post-sales teams who are slow to see the early warning signs that turn into churn Show More When users leave AskElephant reviews, G2 also collects common questions about the day-to-day use of AskElephant. These questions are then answered by our community of 850k professionals. 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