Sally AI is an AI-powered meeting assistant that automatically transcribes and summarizes online meetings and sends the most important information straight into your CRM system. Whether it’s tasks, decisions, or new leads — everything ends up where it belongs, without manual updates.
As certified Sally and Salesforce partners, NASCI Consulting helps companies seamlessly integrate this technology into Salesforce and existing sales processes — securely, efficiently, and in full compliance with data protection regulations.
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Benefits at a Glance
- Tasks, leads, and CRM updates directly in Salesforce
- Compatible with Zoom, Teams, Google Meet, Slack, and more
- Supports over 35 languages and dialects
- 100% GDPR compliant, EU-based hosting, AES-256 encryption
Salesforce AI vs. Sally AI
Many companies rely on Salesforce’s built-in AI features (e.g. Einstein GPT). But there are key differences, especially for German SMEs:
- Hosting: While Salesforce AI models operate in the USA, Sally runs entirely GDPR-compliant within the EU.
- Cost control: Sally offers transparent license pricing — with no hidden charges per generated line or user.
- System openness: Sally works across platforms, not just within Salesforce, and is compatible with 5,000+ tools.
Three Practical Use Cases — How Meeting Content Flows into Salesforce
Sally automatically understands what’s happening in a conversation — and sends it where it’s needed: into your CRM.
1. After the Customer Meeting
Sally generates a structured summary including discussed topics, decisions, and sentiment.
With one click, it can be logged as a calendar event and Chatter post within the related account — clear and transparent for everyone involved.
2. New To-Dos or Sales Opportunities
If Sally detects tasks, follow-ups, or sales opportunities, it can create Salesforce Tasks or Opportunities automatically — including descriptions, deadlines, and assignees.
3. Updated Customer Data
New contacts or updated contact details are automatically recognized and can be applied directly to Contacts, Accounts, or Opportunities — without searching manually.
The result: More time for your customers, less time on admin — and better data quality in your CRM.
Business Case: €8,000 Saved Per User Per Year
According to internal model calculations, a typical user saves around 368 hours per year — equivalent to about €8,000 per employee.
For a 50-person sales team, that means a potential savings of €400,000 annually.
Licensing Model
- €27 per user/month (plus VAT)
- One-time onboarding fee: €5,000
- Optional system integration: starting at €10,000
Deployment in 5 Easy Steps
NASCI handles the complete rollout — from planning to activation:
- Kick-off & requirements analysis
- Test phase with pilot users + training
- Go/No-Go decision and rollout
- Salesforce integration setup (REST API, flows)
- Change management & enablement workshops
Conclusion
With Sally AI and NASCI Consulting, companies gain a solution that automates meeting documentation and seamlessly integrates with Salesforce — securely, efficiently, and out of the box.
- Up to 30% time savings for admin work
- Higher meeting efficiency & CRM data quality
- Faster sales cycles
See for yourself — book a free, no-obligation demo call.Just email us at: info@nasciconsulting.com
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