Sally - AI Meeting Assistant

FEBRUARY 2025

AI-powered meeting transcription - straight into Salesforce CRM

Automate your sales documentation and save up to 400,000 euros per year.

NASCI Consulting and Sally Certified Partner logos, on connecting Sally with Salesforce

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 99+ 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 8,000+ 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.

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.

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.

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.

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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:

  1. Kick-off & requirements analysis
  2. Test phase with pilot users + training
  3. Go/No-Go decision and rollout
  4. Salesforce integration setup (REST API, flows)
  5. 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

Julian Kissel

Julian Kissel

Founder & CEO

Sally AI's automated meeting transcription is more than just a time saver - it ensures that no more information is lost and all meetings are accurately documented.

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