Streamline AskElephant's GTM with Unified AI

Tony Mickelsen

These are 3 AI-automated workflows ideas we can help you implement:

1

Sales Audit, RevOps & GTM Automation Strategy

Conduct a comprehensive audit of current sales, marketing, and customer success tools and processes. Identify integration gaps and automation opportunities, and develop a unified GTM automation roadmap leveraging existing CRM integrations (HubSpot, Salesforce).

Eliminates redundant manual tasks, standardizes lead lifecycle, and enables seamless orchestration—estimated to save 10–15 hours per week for the revenue ops team and accelerate pipeline velocity by 20%.

2

CRM Data Enrichment System

Deploy an automated data enrichment engine to continuously update, deduplicate, and validate CRM records (accounts, contacts, activities) using real-time signals across integrated platforms. Ensures all GTM actions are based on accurate, up-to-date data.

Improves targeting accuracy and attribution, unlocks 10–20% higher conversion rates, and reduces time wasted on poor quality data by up to 80%—critical for scaling AI-powered workflows.

3

AE Pre-Sales Call AI-Automated Reporting System

Automate the generation of pre-call briefs for AEs and marketers, pulling updated insights from CRM, past interactions, and third-party signals. Standardize handoff notes between marketing, sales, and CS for every opportunity.

Reduces prep time per call by ~70%, ensures no context is lost in handoffs, and shortens sales cycles by up to 15% by equipping teams with timely, high-quality intelligence.