After nearly a year of using AskElephant at Vendilli, I can confidently say it's been one of the most impactful tools our business development team has adopted. As Director of Business Development, I've watched firsthand as this AI-powered platform has fundamentally changed how our sales team works from freeing up time, to improving collaboration, and helping us close deals more effectively.
If your team is drowning in administrative work or struggling to maintain consistency across your sales process, here's why AskElephant might be exactly what you need.
The Admin Burden That Was Holding Us Back
Before AskElephant, our team faced the same challenges most sales organizations deal with: lots of manual note-taking after every call, updating the CRM, and spending hours preparing for meetings by digging through past conversations. Our reps spent more time on administrative work than they should have.
Even worse, when deals changed hands or moved from sales to customer success, critical context would get lost in the shuffle. Team members had to piece together incomplete information, and too often, we'd miss important details that could make or break a relationship in the most crucial stage, the start.
How AskElephant Changed the Game
Meeting Notes, Coaching, A.I. Assistant
The most immediate impact was the elimination of manual data entry. While I still sometimes take notes manually, AskElephant automatically captures meeting notes for me. If you prefer and use a CRM like HubSpot, AskElephant can log calls and update your CRM in real-time. Our sales team no longer spends time after each call typing up summaries, it's all handled automatically, with impressive accuracy.
This isn't just about saving time. It's about having consistently up-to-date, reliable data across our entire sales pipeline. Our forecasting has become significantly more accurate because we're working with real-time information, not stale notes that were entered days later.
On top of the accurate capture of notes and seamless CRM integration, AskElephant helps with workflow-based sales coaching. This leverages A.I. to help identify sales gaps, enhance reporting, and allow for sales improvement through manager and salesperson reflection on performance. I review these suggestions regularly, and it’s amazing how many times I say to myself, dang, I wish I had asked that question.
My favorite and main benefit of the meeting recorder and A.I. functionality is the ability to quickly reference specific parts of my calls. I regularly ask it to summarize and outline items to include in my sales decks, recall in-depth sitemap discussions, and pull information quickly from sometimes hour-long meetings. This saves me incredible amounts of time as a salesperson and gets me the correct information in a format that is digestible and usable quickly.
Proactive Deal Intervention
One feature that's proven invaluable for our sales managers is AskElephant's ability to monitor all sales or client calls and alert managers when intervention is needed. Sales managers can't be on every call, but they can be incredibly effective when they know exactly where to step in.
The platform analyzes conversations and flags potential risks like missed objections, pricing concerns, or signs that a deal might be stalling. Instead of discovering problems during pipeline reviews, our managers can address issues while there's still time to save the deal.
By systematically building and customizing AskElephant to help listen for particular objections, phrases, and other “trigger” type mentions in conversations, we can quickly and easily pull in the needed team members to address concerns, or potential opportunities to even upsell if the right conversations are present. This tool is a game-changer for small sales teams or customer service-focused organizations.
Seamless Team Handoffs
The handoff from sales to implementation is a challenge in any organization, but especially in a nuanced, service-based business. AskElephant automatically generates comprehensive handoff documents that summarize customer needs, goals, and key discussion points from the entire sales cycle. This tool takes multiple and in-depth sales conversations and summarizes them clearly and efficiently in a way that gets our operations team up to speed quickly.
Our implementation team gets the in-depth context they need without having to schedule lengthy transition meetings or dig through scattered notes. The result? Improved onboarding experiences and happier clients who feel like we truly understand their needs.
Meeting Prep That Sets You Up for Success
AskElephant's pre-meeting preparation feature has transformed our team's approach to every conversation. The platform automatically compiles relevant information such as past meeting notes, action items, and even insights about the prospect from public sources so reps walk into every call fully prepared. We connect this to our team’s Slack and get notified prior to our meetings so that we can take the time to review and utilize this information in our upcoming calls.
No more scrambling to remember what was discussed last time or frantically searching through emails five minutes before a call. Everything you need is right there, allowing reps to focus on building relationships rather than playing catch-up.
Real-Time Coaching and Performance Insights
For our sales managers, AskElephant has become an invaluable coaching tool. Instead of spending hours listening to call recordings, managers get intelligent insights highlighting coaching moments, win/loss trends, and areas where reps need support.
This data-driven approach means coaching is more targeted, consistent, and effective. We're able to identify what's working across successful deals and help struggling reps improve in specific areas rather than relying on generic feedback.
As a salesperson, this helps us sharpen our skills and identify areas where we can improve and close more deals. It’s awesome to see how effective the tool is in its suggestions, and a great way to give your team an additional edge.
The Custom AI Agents Advantage
What sets AskElephant apart from other tools we've tried is its ability to run custom AI agents tailored to our specific workflows. We can set up agents that:
- Create tasks in our project management tools based on action items discussed in calls
- Draft personalized follow-up emails based on conversation context
- Monitor for competitive mentions and alert relevant team members
- Generate end-of-day summaries that keep everyone aligned
These aren't just nice-to-haves, they're workflows that would otherwise require manual effort from multiple team members. They truly save us a ton of time!
The Bottom Line: More Time for What Matters
After using AskElephant for nearly a year, here's what we've gained:
Time savings: Our reps reclaim time from administrative tasks and reallocate that time to improving our sales process or client meetings.
Better collaboration: Information flows seamlessly between Sales, AEs, and other team members on the implementation and customer success side. Everyone has the context they need when they need it, and you can get it quickly.
Improved close rates: With proactive deal insights and consistent coaching, our team is closing deals more effectively and identifying risks earlier.
Higher data quality: Our team’s notes and relevant information are more accurate than ever. We feel more attentive and confident on calls without feeling the need to manually type notes. This allows us to have better sales conversations.
Who Should Consider AskElephant?
AskElephant is particularly valuable for:
- Sales teams with packed calendars who struggle to keep up with admin work
- Organizations where the deal context gets lost during handoffs
- Sales managers who want to coach more effectively without listening to every call
- Companies looking to consolidate their sales tech stack
- Growing teams that need to maintain consistency as they scale
The best tools are the ones that work quietly in the background, handling the tedious stuff so humans can focus on what they do best. That's exactly what AskElephant does for our team.
It's not about replacing the human element in sales, it's about removing the friction that keeps talented salespeople from doing their best work. AskElephant has become as essential to our sales process as our CRM itself.
If your team is looking for a way to work smarter, reduce administrative burden, and improve collaboration across your revenue organization, AskElephant is worth a serious look. It's made a tangible difference for us at Vendilli, and I believe it could do the same for your team.
