Your PreSales Stack, Connected in Salesforce
Elvance connects the call, calendar, product and AI tools your PreSales team already uses, then brings every signal back to the Opportunity in Salesforce.
From the Call to the Roadmap, Automatically
Three steps, no copy and paste. Elvance captures what happens in your tools, scores it inside Salesforce and sends the right action to the right team.
1
Capture
Calls and Meetings
Transcripts and calendar events flow in from the call and meeting tools your team already uses.
2
Score
Elvance, Inside Salesforce
AI technical scorecards, resourcing and product gaps update on the Salesforce Opportunity record.
3
Act
Product, Engineering and CS
Gaps go to the roadmap and context goes to Customer Success, with the deal attached.
Integrations by Workflow
Pick a workflow to see what connects, what Elvance does with it and why it matters to your team.
CRM
Built Inside Salesforce, Not Bolted On
Elvance runs natively on Salesforce, so scorecards, resourcing and product gaps sit on the Opportunity your sellers already work from.
- PreSales data stored on your Salesforce records
- Works with standard Salesforce reports and dashboards
- Listed on Salesforce AgentExchange
Salesforce
Call Transcription
Turn Every Call Into Scorecard Evidence
Elvance reads transcripts from the call tools your team already records with and updates technical scorecards against the right Opportunity.
- Scorecard updates from real customer conversations
- Less manual note-taking after demos
- One view of technical fit across every call
Gong
Microsoft Teams
Google Meet
Zoom
Chorus by Zoominfo
Otter.ai
Avoma
Calendars
Meetings Logged Against the Right Deal
Calendar sync captures PreSales meetings automatically, so effort and capacity are visible without timesheets.
- Meetings matched to Opportunities
- Real capacity data for resource scheduling
- Works with Google Calendar and Outlook
Google Calendar
Microsoft Outlook
Product and Engineering
Product Gaps Your Roadmap Can Act On
Capture product gaps on the deal and send them to the tools your product and engineering teams already plan in, with the revenue context attached.
- Push gaps and blockers to Jira or Linear
- Feed live deal demand into Productboard
- See which gaps are holding up the most pipeline
Jira
Linear
Productboard
AI Tools
Ask Your Pipeline a Question
The Elvance MCP connector lets you query and update PreSales data from an AI assistant conversation.
- Ask about scorecards, gaps and deal readiness
- Update records without switching tabs
- Built on the open Model Context Protocol
Claude
ChatGPT
Customer Lifecycle
Before and After the Deal
See which buyers engaged with your Consensus demos before the deal closes, then hand technical context and open gaps to Customer Success in Gainsight once it does.
- Demo engagement linked to the Opportunity
- Technical context carried past close
- Open product gaps visible to Customer Success
Consensus
Gainsight
All Integrations
Every tool Elvance connects with today. Search by name or category.
Salesforce
Built natively in Salesforce. Your PreSales data lives on your records.
CRM
Gong
Turns Gong call transcripts into scorecard updates.
Call Transcription
Microsoft Teams
Turns Microsoft Teams meeting transcripts into scorecard updates.
Call Transcription
Google Meet
Turns Google Meet transcripts into scorecard updates.
Call Transcription
Zoom
Turns Zoom meeting transcripts into scorecard updates.
Call Transcription
Chorus
Turns Chorus by Zoominfo call recordings into scorecard updates.
Call Transcription
Otter.ai
Turns Otter.ai meeting notes into scorecard updates.
Call Transcription
Avoma
Turns Avoma call transcripts into scorecard updates.
Call Transcription
Google Calendar
Syncs meetings and logs them against the right Opportunity.
Calendar
Microsoft Outlook
Syncs Outlook meetings and logs them automatically.
Calendar
Jira
Pushes product gaps and blockers straight to engineering.
Product and Engineering
Linear
Pushes product gaps and blockers straight to engineering.
Product and Engineering
Productboard
Feeds live deal demand into your product roadmap.
Product and Engineering
Claude
Query and update your pipeline from a Claude conversation.
AI Assistant
ChatGPT
Query and update your pipeline from a ChatGPT conversation.
AI Assistant
Consensus
Links interactive demo engagement to the right deal.
Customer Lifecycle
Gainsight
Hands PreSales context to Customer Success.
Customer Lifecycle
Works With the Meeting Tools You Already Use
Keep recording where you record today. Elvance picks up the transcript and does the scoring.
Gong
Microsoft Teams
Google Meet
Zoom
Chorus
Otter.ai
Avoma
Missing a Tool Your Team Relies On?
Tell us what your PreSales team uses. New integrations are shaped by customer requests.