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Martin Kirchthaller
Sales Manager
AustriaContent Moss & Schwarz
1-9 employees
Between several customer calls a day there was hardly any time for follow-up work. Today Martin saves up to 5 hours a week.
Sally for sales teams
More deals closed through a complete customer history and automatic CRM documentation
- A complete history of every customer, from first call to signature
- Your customer notices that their wishes are picked up
- Sally spots objections and shows you what to do better
Trusted by more than 10,000 sales professionals
What sales is actually about
Every customer conversation feeds the same three goals. The usual ways fail to capture that reliably, and they take no work off your hands at all.
The goal
What every customer conversation feeds into
- Conversations that turn into ordersNot more meetings, but meetings with people who can actually buy.
- Always knowing where a deal standsFrom first contact to signature, every step is traceable.
- Numbers that hold up at month endThe forecast rests on what was actually said in the conversation.
The bottleneck
Why the usual ways fall apart in practice
- CRM discipline loses to the calendarAfter the fifth meeting of the day, nobody fills the fields in properly.
- Notes are subjective and patchyEveryone notes what seems important. Five meetings later the number is gone.
- Note-taking tools only deliver minutesA tool that only takes notes leaves objections and CRM entries to you.
This is exactly where Sally takes over.
Bring Sally along to your customer meetings
No new software for the customer, nothing to install on their side.
Step 1
Invite Sally
Connect your calendar or invite Sally as a participant with invite@sally.io: in Teams, Zoom, Google Meet or Webex.
Step 2
Run the conversation
Sally points out the recording and listens in. You take no notes, not even with several people in the room.
At a customer visit you simply put your phone with the Sally app on the table.
Step 3
Get the minutes and the CRM update
Shortly after the meeting the summary is ready, with topics, objections, decisions and next steps. From there it goes into your CRM with one click.
Set up in minutes. No new tool for the sales team, no training needed.
Get a complete history of every customer
So every follow-up picks up exactly where the customer left off. Customers notice that, and that is what closes deals.
Needs, budget and objections at a glance
You always know what was discussed with the customer
Sally detects pain points, requirements, objections and buying signals automatically. You write precise offers and qualify deals earlier.
No task is left hanging
Decisions and next steps are always captured
Sally identifies the steps that really matter and delivers a clear plan for the next move after every call.
Ask Sally, not the customer
So no detail gets lost across the whole sales cycle
Every number and side note from all conversations with this customer stays searchable, even months later. You ask the Sally chat instead of the customer.
More on AI searchSally fills your pipeline and CRM automatically
So the offer reaches the customer the same day instead of three days later. How fast you follow up often decides who wins the deal.
Your pipeline fills itself
Send the key points to your CRM with one click
Sally prepares all relevant meeting information, you push it into your CRM with one click. Your system stays clean and up to date.
More on the CRM connectionAutomated follow-ups with customer context
Send follow-up emails straight from the Sally chat
Sally drafts the follow-up email to match the meeting: promised points, numbers discussed, next step. You read it over and send it.
Intelligent sales analytics with Sally
So you can see in black and white which objections cost you deals, and work on exactly those.
Learn from every objection
Sally spots objections and gives you concrete suggestions
Many objections stay unspoken or slip past. Sally marks with a timestamp where interest dropped and suggests wording for your next conversation.
More on AI conversation analysisCheck the quality of your conversations
Check every call against your script
You define what every call has to cover: need, budget, decision maker, timeline, closing question. Sally checks it with timestamps, no listening back.
Numbers for sales controlling
All analytics in the sales dashboard
Talk time, talk share, objections handled and close rate come together in the team-wide dashboard. In one to ones you discuss concrete moments instead of memories.
Access is controlled by roles and permissions, processing runs on German servers.
What sales teams say about working with Sally
Sales teams across industries rely on Sally - and their results speak for themselves.
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Over 2,000 companies already rely on Sally
Core features for sales teams
From Sales Reps to Sales Leaders - every role benefits from clearer insights, smarter decisions, and less administrative work.
Automatic summaries of all sales conversations
Stop taking notes: after every meeting, Sally creates a complete summary including topics, decisions, and tasks.
One-click transfer of meeting insights into your CRM
Sally prepares all relevant conversation details and transfers them to your CRM with a single click - eliminating manual CRM documentation.
Automatic follow-up emails
Sally automatically drafts follow-up emails and next steps directly from the conversation. You just have to review it and click send.
Measurable impact on sales performance
When nothing gets lost and every conversation is analysed, the quality of your sales work changes measurably.
24%
shorter sales cycles
3×
faster CRM updates
82%
higher win rate
Based on the analysis of 28,000 conversations.
Security
Customer conversations protected at enterprise level
Built and hosted in Germany
Recordings, transcripts and analytics sit on German servers, with no detour through third countries.
GDPR compliant, data processing agreement included
You get the data processing agreement directly from us, at no extra cost.
Encrypted storage, no training on your data
Recordings, transcripts and analytics are encrypted in transit and at rest and never used to train models.
Access controlled per role
You decide who sees which conversations and analytics, and how long data is kept.
Every sales feature at a glance
For everyone who wants the full picture: this is the complete set of features that matters in sales.
Capture budget, competitors and buying signals
You define what Sally should detect, for example budget, competitors, the decision path or buying signals.
Recording with timestamps
Key statements, decisions and questions are marked in the video. New hires learn from real conversations instead of theory.
Connect Sally with your CRM
Salesforce
Hubspot
Dynamics 365
Pipedrive
Zoho
SAP
CAS
Frequently asked questions
Yes, our platform is fully compliant with key data protection regulations such as the GDPR for EU citizens, and we operate in accordance with SOC2 and ISO/IEC 27001 guidelines. We value data security and ensure that all your data is handled responsibly. For more information, please read our privacy policy.
Yes, Sally can also be used independently of a team. However, please make sure to follow your company's internal policies to remain compliant and GDPR-safe. We recommend clarifying this in advance.
That depends on your company's internal policies. In practice, Sally is often tested independently at first and later officially introduced to the team.
By default, Sally captures the core elements of every conversation - topics, decisions, and action items. When you select the appropriate meeting type (e.g., Discovery, Demo, Follow-up), Sally sharpens the analysis and automatically identifies additional sales-relevant details such as pain points, requirements, objections, buying signals, and decision structures. If you need even more tailored information, you can define it through Custom Insights. This gives you complete flexibility - you decide exactly which information Sally should extract for your sales process.
Sally prepares all relevant meeting insights in a structured format mapped to your CRM fields. With a single click, you can send these insights directly into your CRM - ensuring your pipeline stays accurate without manual data entry.
Yes. You can review, edit, delete, or add insights before pushing them into the CRM. You stay in full control while Sally handles the heavy lifting.
Sally processes data exclusively on European servers and is fully GDPR compliant. All audio, transcripts, and metadata are encrypted in transit and at rest. You can also control how long data is stored or enable automatic deletion.
Sally adapts to your existing workflows: - Custom insights can match your playbook - Conversation benchmarks can reflect your standards - Next steps align with your funnel stages - CRM workflows remain intact but become faster Sally enhances your current processes rather than replacing them.
Sally analyses how the conversation unfolded and marks the moments where the customer raised concerns, excuses or critical questions, each with a timestamp. On top of that you get concrete suggestions for how to address them next time. What gets assessed is always the content of the conversation, never a person's mood. We deliberately do not offer sentiment analysis because it does not fit the requirements of the EU AI Act.
No, only if it is set up that way. Recordings and analyses are governed by roles and permissions, and folders can be private, personal or shared. Team wide analytics in the sales dashboard require the matching permissions. That keeps sales steering possible without everyone seeing everything.
Yes. Sally knows what was discussed and drafts a follow-up email that matches the meeting: with the points you promised, the numbers discussed and the next step. You can request the email in the Sally chat and adjust it before sending. Tasks from the conversation can be assigned the same way.
Try Sally free for 30 days
Sales teams from independent reps to enterprise sales already document their meetings with Sally. Join more than 10,000 sales professionals.
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Schedule a Demo
See Sally live with our team
Start with your next customer meeting. Setup takes a few minutes.
