Use Case

Elephas for Sales

Research prospects in seconds, prepare killer call agendas, and draft proposals that close. Your AI sales assistant that knows every account.

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The Sales Challenge

You're managing 50+ accounts, each with their own history, stakeholders, and needs. Before every call, you're scrambling through CRM notes, email threads, and LinkedIn profiles. Proposal writing eats hours you could spend selling. And every generic outreach gets ignored.

What Sales Reps Struggle With:

  • Pre-call research takes 20+ minutes per prospect
  • Account context scattered across CRM, email, notes, and calls
  • Generic proposals fail to address specific customer pain points
  • Follow-up emails sound robotic or miss key talking points
  • No time to personalize outreach at scale

How Elephas Transforms Your Sales Process

Elephas becomes your sales intelligence layer. Create a dedicated knowledge base for each account, import all relevant context, and let AI surface insights when you need them. Research that took 20 minutes now takes 20 seconds.

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Account Intelligence at Your Fingertips

Build Super Brains for your top accounts. Import email threads, meeting notes, CRM exports, and company research. Ask "What objections has this prospect raised?" and get instant answers with context.

Instant Pre-Call Prep

Before any meeting, ask Elephas for a briefing: recent interactions, open issues, key stakeholders, and suggested talking points. Walk into every call prepared and confident.

Proposals That Win

Generate proposal drafts that pull from your account research, addressing their specific challenges with your solutions. Personalized proposals in minutes, not hours.

Key Features for Sales Teams

Account-Specific Knowledge Bases

Create a dedicated Super Brain for each key account. Import emails, meeting notes, proposals, contracts, and research. Ask questions and get answers with full context.

Try: "What pricing concerns did Acme Corp raise in our last three meetings?"

Meeting Prep Assistant

Generate comprehensive call briefs in one click. Get account history, key stakeholder profiles, recent activity, open opportunities, and suggested agenda items.

Try: "Generate a call brief for my 3pm with Sarah at Acme including her LinkedIn insights"

Proposal & Email Generation

Draft proposals, follow-up emails, and outreach that pulls from your account knowledge. Personalization at scale that actually converts.

Try: "Draft a follow-up email referencing their budget concerns and our ROI calculator"

Competitive Intelligence

Store competitor research, battlecards, and objection handlers in a dedicated Brain. Access winning responses instantly when competitors come up.

Try: "What are our advantages over CompetitorX for mid-market accounts?"

Sales Workflows with Elephas

Scenario: Discovery Call Preparation

  1. 15 minutes before your call, open your Acme Corp Brain
  2. Ask: "Summarize all our interactions and their current pain points"
  3. Ask: "What questions should I ask based on where they are in the buying process?"
  4. Review the AI-generated call agenda with talking points
  5. Walk into the call fully prepared, impress the prospect with your knowledge

Scenario: Post-Demo Follow-Up

  1. After the demo, quickly paste your call notes into the Brain
  2. Ask: "Draft a follow-up email hitting on the integration concerns they mentioned"
  3. Elephas generates a personalized email referencing their specific needs
  4. Ask: "Create action items for our team based on this call"
  5. Send a professional follow-up within 30 minutes of hanging up

Scenario: Quarterly Business Review Prep

  1. Import all quarterly interactions, support tickets, and usage data
  2. Ask: "Create a QBR agenda with wins, challenges, and expansion opportunities"
  3. Ask: "What ROI metrics can I highlight based on their original goals?"
  4. Generate a professional presentation outline
  5. Present with confidence, armed with data-backed insights

Why Sales Teams Choose Elephas

Account Security

Keep sensitive deal information on your Mac. Never worry about data leaks.

Works Anywhere

Invoke from your CRM, email, browser, or any app via keyboard shortcut.

Customizable Prompts

Create Snippets for your sales cadences, objection handlers, and templates.

Cost-Effective

Pay only for the AI you use. No expensive per-seat enterprise licenses.

Get Started for Your Sales Team

1

Download Elephas

Free download for Mac. Set up takes less than 5 minutes.

2

Create Your First Account Brain

Pick your highest-value prospect. Import all related emails and notes.

3

Import Competitive Intel

Create a Brain with your battlecards and competitor research.

4

Prep for Your Next Call

Ask Elephas for a briefing. Experience the difference instantly.

Frequently Asked Questions

Can Elephas integrate with my CRM?

Elephas works alongside any CRM. Export notes or data from Salesforce, HubSpot, or Pipedrive and import them into your account Brains. Elephas enhances your CRM data with AI-powered insights.

Is my deal information secure?

Your data stays on your Mac. When using cloud AI, only the specific text you're querying is sent—never your entire knowledge base. For maximum security, use local AI models.

How is this different from AI features built into CRMs?

CRM AI features are limited to data inside the CRM. Elephas combines CRM data with emails, meeting notes, research, and any other documents. Plus, it works system-wide in any Mac app.

Can my whole sales team use Elephas?

Yes. Each rep can have their own Elephas setup with their own account Brains. For teams, you can share Brain exports or templates for consistent onboarding.

What does Elephas cost for sales teams?

Elephas plans start at $9.99/month per user. You bring your own API keys, so you control AI costs. There's no expensive enterprise minimum or long contracts.

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