Sally AI Testimonial

Problem before Sally

As Dispomed’s customer interactions kept growing, there was hardly any time left in day-to-day business for proper note-taking. Documentation became fragmented: a few keywords here, some memory-based notes there—often without any reliable record. Weeks later, it was difficult to trace which products, questions, or commitments had been discussed, and important nuances were lost. For sales, this led to time-consuming rework and uncertain follow-ups.

Goal

The aim was to significantly increase both the quantity and quality of meeting notes. After every relevant meeting, a complete and easy-to-read record should be available. Agreements and product discussions needed to remain transparent even weeks later, so that follow-ups could be prepared in minutes. The team also wanted to share notes easily internally and provide them to customers as a professional added service. Most importantly, the solution had to work with minimal effort—ensuring that every single meeting would actually be documented.

Solution

Today, Dispomed simply invites Sally to customer and team calls. Structured meeting notes with concise, spot-on summaries are generated automatically. Before follow-ups, the team just looks up the customer’s name and quickly refreshes themselves—this workflow has become an integral part of daily sales operations. Sally’s precise language produces results that read like personally written notes. Onboarding was fast, and multiple users were ready to go right away. Customers also respond positively to the note-taking service; and in sensitive conversations, Sally can simply be left out if needed.

Result

Dispomed now benefits from consistently documented conversations instead of scattered notes. Follow-ups—even after a longer period—can be prepared securely and quickly, leaving more capacity for real customer work. Sally has become the standard in all relevant meetings and creates a clear, traceable history for each customer. Many clients actively request the notes themselves—strengthening Dispomed’s professional image and making the quality gains immediately visible.