Sales

Sales workflows that work

Transform your sales operations with intelligent workflows that automate lead qualification, enrich customer data, forecast pipeline health, and provide actionable insights to close deals faster.

SOC 2
Certified
GDPR
Compliant
99.9%
Uptime
24/7
Support

Key performance metrics

Average improvements across our customers

47%
Win Rate
higher close rate
2.8x
Pipeline Velocity
faster progression
94%
Quota Attainment
of reps hitting goal

Common challenges

What we solve for Sales

Stop wasting time on repetitive tasks. ElasticFlow eliminates the bottlenecks holding your team back.

Hours wasted qualifying unqualified leads

Manual processes slow down your team and increase errors. Automate to save hours every week.

Customer data scattered across multiple tools

Disconnected tools create data silos and missed opportunities. Get unified visibility across all systems.

No real-time visibility into pipeline health

Track performance in real-time with automated reporting. Make data-driven decisions faster.

Inconsistent lead follow-up processes

Scale operations without adding headcount. Handle 10x volume with the same team size.

Manual data entry consuming rep time

Reduce human error and ensure compliance. Automated checks catch issues before they become problems.

Difficulty forecasting revenue accurately

Break down departmental barriers. Enable seamless collaboration across teams and functions.

Key capabilities

Everything you need to succeed

Powerful features designed to transform how your team works. No technical expertise required.

Automated lead scoring and qualification

Build powerful automation workflows in minutes using our intuitive visual builder. Drag-and-drop interface lets you connect apps, set triggers, and define actions without writing code. Pre-built templates get you started instantly, and you can customize every step to match your exact process.

Visual workflow builder
Drag-and-drop interface
Pre-built templates
No code required

Real-time pipeline visibility and forecasting

Connect seamlessly with 500+ business applications including CRMs, marketing tools, databases, and communication platforms. Native integrations sync data in real-time with two-way updates, ensuring your systems stay perfectly aligned without manual data entry or complex configurations.

500+ integrations
Real-time sync
Two-way data flow
Native connectors

Unified customer data across all tools

Monitor workflow performance with real-time analytics dashboards showing execution times, success rates, and bottlenecks. Track ROI metrics and get AI-powered insights that identify optimization opportunities automatically, helping you maximize efficiency without guesswork.

Real-time dashboards
Performance metrics
AI insights
ROI tracking

AI-powered deal insights and recommendations

Enterprise-grade security with SOC 2 Type II certification, end-to-end AES-256 encryption, and role-based access controls. Automatic audit logging tracks every action for compliance requirements. GDPR and CCPA compliant with built-in data governance and privacy tools.

SOC 2 certified
End-to-end encryption
GDPR compliant
Audit logs

Automated follow-up and engagement tracking

Eliminate repetitive manual tasks that consume hours each week. Our customers save an average of 15-20 hours per employee monthly by automating data entry, approvals, notifications, and reporting. Redirect that time to high-value strategic work and realize ROI within 30 days.

15-20 hours saved/month
Automated workflows
30-day ROI
Zero manual work

Smart territory and quota management

Machine learning models analyze your workflow patterns and suggest optimizations automatically. The system learns from execution history, predicts potential issues before they occur, and continuously improves performance without manual tuning or intervention.

ML-powered optimization
Predictive analytics
Auto-learning
Smart suggestions

Pre-built solutions

Ready to deploy

SalesFeatured

Automated Lead Enrichment from Slack to CRM

Automatically enrich and sync leads mentioned in Slack channels directly to your CRM with full context.

Key Metrics

Lead Scoring AccuracyData Completeness ScorePipeline Velocity

When To Use

Sales team discusses leads in Slack channels
Need to capture context from conversations

Integrations

Slack
Salesforce
LinkedIn
Sales

Smart Meeting Scheduler with CRM Sync

Automatically schedule meetings, send calendar invites, and log activity to CRM with meeting notes.

Key Metrics

Pipeline VelocityDeal Close LikelihoodForecasting Accuracy

When To Use

Scheduling sales calls and demos
Need to log meeting activity in CRM

Integrations

Calendly
Zoom
HubSpot
Slack
Sales

Automate Lead Enrichment from LinkedIn to Salesforce

Automatically capture LinkedIn profiles, enrich with company data, and create qualified leads in Salesforce.

Key Metrics

Lead Scoring AccuracyData Completeness ScoreContact Enrichment Rate

When To Use

Building outbound sales pipeline
Need complete prospect information

Integrations

LinkedIn
Salesforce
Sales

Sync Asana projects with Salesforce opportunities

Keep your project management and CRM in sync by connecting Asana tasks to Salesforce deals

Key Metrics

Pipeline VelocityDeal Close LikelihoodCross-functional Alignment

When To Use

Sales and delivery teams work together
Project status impacts deal closure

Integrations

Asana
Salesforce
SalesFeatured

AI-Powered Lead Scoring

Automatically score and prioritize leads based on engagement, fit, and buying signals.

Key Metrics

Lead Scoring AccuracyPipeline VelocityWin Rate Improvement

When To Use

Sales team is overwhelmed with leads
Need to focus on the hottest leads

Integrations

Salesforce
HubSpot
SalesFeatured

AI Sales Forecast Accuracy

Improve forecast accuracy by analyzing historical patterns and real-time deal signals.

Key Metrics

Forecast AccuracyPipeline VelocityRevenue Growth Rate

When To Use

Inaccurate sales forecasts
Need to predict revenue more reliably

Integrations

Salesforce
HubSpot
SalesFeatured

Deal Risk Detection & Alerts

Get real-time alerts when deals show signs of risk so you can intervene before it's too late.

Key Metrics

Pipeline VelocityWin Rate ImprovementRisk Prediction Score

When To Use

Deals frequently stall or get lost
Need to identify potential risks early

Integrations

Salesforce
HubSpot
Slack
SalesFeatured

Competitor Mentions Tracking

Automatically track and analyze competitor mentions in sales calls and customer interactions.

Key Metrics

Win Rate ImprovementDeal Size OptimizationMarket Expansion Rate

When To Use

Need to understand competitive landscape
Want to leverage competitor insights in sales

Integrations

Zoom
Salesforce
HubSpot
SalesFeatured

Customer Objections Intelligence

Collect Zoom recordings, extract objections automatically, match them to HubSpot deals, and build an objections library your whole team can use.

Key Metrics

Win Rate ImprovementSales Cycle LengthForecast Accuracy

When To Use

You run demos and sales calls in Zoom
Reps forget or misinterpret objections after the call

Integrations

Zoom
HubSpot
SalesFeatured

Smart Opportunity Scoring

Score opportunities based on winning patterns from your historical deals to focus on high-value targets.

Key Metrics

Opportunity ScoringPipeline VelocityWin Rate Improvement

When To Use

Sales team needs help prioritizing opportunities
Want to focus on deals most likely to close

Integrations

Salesforce
HubSpot
SalesFeatured

Automated CRM Updates from Email

Automatically update CRM records with key information from emails so reps never have to manually log data.

Key Metrics

Data Completeness ScoreWorkflow EfficiencySLA Compliance

When To Use

Sales reps spend too much time logging emails
Need to ensure all customer interactions are captured

Integrations

Gmail
Salesforce
SalesFeatured

Deal Velocity Tracker

Monitor sales cycle length in real-time, identify bottlenecks by stage, and get alerts when deals stall beyond normal patterns.

Key Metrics

Sales Cycle LengthPipeline VelocityDeal Conversion Rate

When To Use

Sales cycles are longer than industry benchmarks
Deals frequently stall without clear reasons

Integrations

Salesforce
Gong
SalesFeatured

Pipeline Coverage Intelligence

Automatically calculate and monitor pipeline coverage ratios, predict quota gaps, and trigger prospecting alerts when coverage drops.

Key Metrics

Pipeline Health ScoreQuota Attainment RateRevenue at Risk

When To Use

You've missed quota due to insufficient pipeline
Coverage ratio is unknown or calculated manually

Integrations

HubSpot
Google Sheets
SalesFeatured

Churn Risk Early Warning

Detect at-risk customers using engagement signals, usage patterns, and sentiment analysis. Get alerts before churn happens.

Key Metrics

Churn Probability IndexCustomer Lifetime ValueRenewal Probability

When To Use

Churn surprises you at renewal time
No systematic way to identify at-risk accounts

Integrations

HubSpot
Slack
SalesFeatured

Champion Engagement Tracker

Monitor your deal champions' engagement levels, detect when champions go dark or leave, and track multi-threading health.

Key Metrics

Win Rate ImprovementDeal Close LikelihoodEngagement Trend Analysis

When To Use

Deals stall when champions stop responding
You've lost deals due to champion job changes

Integrations

Salesforce
Gong
LinkedIn
SalesFeatured

Competitive Intelligence Tracker

Automatically capture competitor mentions from calls, track win/loss patterns, and alert teams when competitors enter deals.

Key Metrics

Win Rate ImprovementDeal Size OptimizationMarket Expansion Rate

When To Use

Losing deals to competitors without understanding why
Competitive intelligence is scattered and anecdotal

Integrations

Gong
Salesforce
Slack
SalesFeatured

Discovery Call Effectiveness Scorer

Score discovery calls on methodology adherence, question quality, and prospect engagement. Identify coaching opportunities automatically.

Key Metrics

Lead Scoring AccuracyWin Rate ImprovementPipeline Health Score

When To Use

Discovery quality varies wildly between reps
Unqualified deals clog the pipeline

Integrations

Gong
HubSpot
SalesFeatured

Quota Attainment Predictor

Predict quota attainment by rep and team weeks before month-end. Get early warnings and recommended actions to close gaps.

Key Metrics

Quota Attainment RateForecast AccuracyRevenue at Risk

When To Use

Reps miss quota without early warning
Can't identify who needs help until it's too late

Integrations

Salesforce
Clari
SalesFeatured

Deal Slip Predictor

Predict which deals will slip from their expected close dates. Get alerts weeks early with evidence and recommended interventions.

Key Metrics

Forecast AccuracyPipeline VelocityDeal Close Likelihood

When To Use

Deals frequently push past expected close dates
Forecast accuracy suffers from slippage

Integrations

HubSpot
Gong
SalesFeatured

Expansion Revenue Tracker

Identify expansion opportunities, track upsell/cross-sell pipeline, and predict which customers are ready to buy more.

Key Metrics

Upsell Success RateCustomer Lifetime ValueRevenue Growth Rate

When To Use

Net revenue retention is below 100%
Expansion opportunities aren't systematically tracked

Integrations

Salesforce
Salesforce
SalesFeatured

First Response Time Optimizer

Monitor lead response times, alert when SLAs are at risk, and route leads intelligently to ensure fast follow-up.

Key Metrics

Lead Response TimeLead Scoring AccuracyDeal Conversion Rate

When To Use

Lead response time exceeds 5 minutes
No visibility into response SLAs

Integrations

HubSpot
Slack
SalesFeatured

Buying Committee Mapper

Automatically identify decision-makers, map org structures, and track engagement across the buying committee for every deal.

Key Metrics

Win Rate ImprovementDeal Close LikelihoodSales Cycle Length

When To Use

Deals stall at 'waiting for decision'
Reps don't know who influences the purchase

Integrations

LinkedIn
Salesforce
Gong
SalesFeatured

Deal Health Score Calculator

Calculate comprehensive deal health scores from activity, engagement, and process adherence. Prioritize coaching and intervention.

Key Metrics

Pipeline Health ScoreDeal Close LikelihoodForecast Accuracy

When To Use

Can't prioritize which deals need attention
CRM data doesn't reflect deal reality

Integrations

Salesforce
Gong
HubSpot
SalesFeatured

Rep Performance Intelligence

Track rep performance across activity, skills, and outcomes. Identify coaching opportunities and replicate top performer patterns.

Key Metrics

Quota Attainment RateWin Rate ImprovementPipeline Velocity

When To Use

Performance varies widely across reps
Can't identify what top performers do differently

Integrations

Salesforce
Gong
Outreach
SalesFeatured

Meeting-to-Close Analyzer

Track how meetings convert through stages, identify which meeting types accelerate deals, and optimize your meeting strategy.

Key Metrics

Pipeline VelocityDeal Conversion RateSales Cycle Length

When To Use

Meeting activity is high but conversion is low
Can't tell which meetings matter

Integrations

Calendly
Salesforce
Gong
SalesFeatured

Contract Negotiation Intelligence

Track negotiation patterns, understand what concessions win deals, and predict negotiation outcomes based on conversation signals.

Key Metrics

Deal Size OptimizationWin Rate ImprovementAverage Contract Value

When To Use

Discount rates are higher than needed
Can't tell which concessions actually close deals

Integrations

Salesforce
Gong
Salesforce
SalesFeatured

Renewal Risk Monitor

Predict renewal outcomes 90 days out, identify at-risk accounts with specific risk factors, and automate save interventions.

Key Metrics

Renewal ProbabilityChurn Probability IndexCustomer Lifetime Value

When To Use

Renewals surprise you at the last minute
Gross retention is below 90%

Integrations

Salesforce
Zendesk
Slack
SalesFeatured

Account Penetration Scorer

Score whitespace and expansion potential across accounts, identify upsell targets, and track land-and-expand progress.

Key Metrics

Customer Lifetime ValueUpsell Success RateMarket Expansion Rate

When To Use

Land-and-expand isn't working
Don't know which accounts have growth potential

Integrations

Salesforce
LinkedIn
ZoomInfo
SalesFeatured

Pricing Sensitivity Analyzer

Detect pricing objections, track discount patterns, and understand price sensitivity by segment to optimize pricing strategy.

Key Metrics

Average Contract ValueWin Rate ImprovementDeal Size Optimization

When To Use

Discount rates vary wildly across reps
Don't know if pricing costs you deals

Integrations

Gong
Salesforce
HubSpot
SalesFeatured

Demo Conversion Tracker

Track demo-to-opportunity conversion rates, identify what makes demos convert, and optimize demo strategy by segment.

Key Metrics

Deal Conversion RateLead Scoring AccuracyPipeline Velocity

When To Use

Demo volume is high but conversion is low
Can't identify what makes demos successful

Integrations

Calendly
Salesforce
Gong
SalesFeatured

Forecast Accuracy Improver

Track forecast accuracy by rep and category, identify systematic biases, and provide data-driven forecast adjustments.

Key Metrics

Forecast AccuracyRevenue at RiskPipeline Health Score

When To Use

Forecasts miss by more than 10%
Some reps are always optimistic, others pessimistic

Integrations

Salesforce
Clari
Slack

Common questions

Frequently asked questions

Everything you need to know about ElasticFlow for Sales. Still have questions? Contact our team.

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