Sally - AI Meeting Assistant
Marcel Pfenning SaleUp Sally AI Testimonial

Sally AI Testimonial

SaleUp

1-9 Employees

Sally enabled automated data entry and interactive sales management, which made the CRM sustainable, dynamic and scalable.

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Marcel Pfenning

Marcel Pfenning

CEO

SaleUp

SaleUp

SaleUp GmbH specializes in practice-oriented training, coaching and workshops in the areas of sales and management. With tailor-made concepts, SaleUp helps companies to maximize sales success and develop sustainable leadership skills.

Problem before Sally

The traditional CRM systems Marcel’s company had been using couldn’t keep up with the dynamic growth and specific needs of the sales process. Manually entering data was time-consuming and disrupted the flow of sales activities. Marcel realized that an inefficient customer management solution not only impacted productivity but also limited the potential for new business opportunities.

Target

Marcel and his team aimed to find a CRM solution that would do more than just store static data. They needed one that could grow with the company and adapt flexibly to sales requirements. The search was for an interactive solution that would guide information through the sales process and even uncover untapped potential. Marcel was looking for a solution that would not only address current needs but also support the future growth of the sales team.

Solution

With Sally, Marcel found the perfect solution. Through close collaboration with our team, we developed custom adaptations to meet SaleUp’s specific needs. Sally not only automated data entry but also guided the sales process interactively. The tailored adjustments ensured that Sally was seamlessly integrated into SaleUp GmbH’s processes and provided the flexibility needed for the company’s dynamic growth.

Conclusion

The implementation of Sally has not only greatly boosted efficiency in customer management at SaleUp, but also led to more meaningful customer interactions and additional business opportunities. Marcel and his team can now focus on the strategic aspects of sales, as Sally not only meets their current needs but also proactively identifies further potential.

More case studies

Malte Zander from virtualbadge.io - Sally AI customer testimonial

Malte Zander

Founder & CEO

virtualbadge.io

10-49 Employees

Thanks to Sally, the time-consuming follow-up of meetings is no longer a problem and Malte can concentrate on the essentials: building and maintaining strong customer relationships.

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Nico Schröder from Aachener Grundvermögen - Sally AI customer testimonial

Nico Schröder

Head of Innovation & Digitalization

Aachener Grundvermögen

50-249 Employees

Sally automatically creates precise meeting protocols, reduces follow-up to minutes, and makes parallel meetings easy to handle.

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Joachim Kopf from EAS Batteries - Sally AI customer testimonial

Joachim Kopf

Business Development Manager

EAS Batteries

10-49 Employees

Sally reliably transcribes and summarizes meetings in German, which saves a lot of rework.

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Dennis Borsdorff from i like it - Sally AI customer testimonial

Dennis Borsdorff

Deputy managing director

i like it

10-49 Employees

Sally automates documentation and integrates it into CRM — saving sales up to 5 hours per week.

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Julius Daven from EWD - Sally AI customer testimonial

Julius Daven

Board

EWD

1-9 Members

Sally enables AI-based, privacy-compliant conversation documentation with automatic transcription and secure data management.

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Günter Moritz from TeamWerk - Sally AI customer testimonial

Günter Moritz

CEO

TeamWerk

10-49 Employees

Automation by Sally replaced the manual transcription process, improved the quality of transcripts and significantly relieved the team.

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Uwe Matzka from BAM Engineering - Sally AI customer testimonial

Uwe Matzka

CEO

BAM Engineering

1-9 Employees

Sally offered an easy-to-use, GDPR-compliant solution with accurate transcriptions and a way to customize the meeting bot with BAM Engineering branding.

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Martin Kirchthaller from AustriaContent Moss & Schwarz - Sally AI customer testimonial

Martin Kirchthaller

Sales Manager

AustriaContent Moss & Schwarz

1-9 Employees

Sally generates fully searchable transcripts and saves Martin up to five hours a week.

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Thomas Schwing from SCHWING Technologies GmbH - Sally AI customer testimonial

Thomas Schwing

CEO

SCHWING Technologies GmbH

50-249 Employees

Sally automatically transcribes meetings and workshops and structures the content with precision. Employees speak — Sally documents.

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Naomi Eckhardt from htw saar - Sally AI customer testimonial

Naomi Eckhardt

Project Coordinator

htw saar

500+ Employees

Sally reliably documents multilingual meetings and interviews — even when participants switch languages spontaneously.

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Hakan Atas from QBS Quality Business Services - Sally AI customer testimonial

Hakan Atas

CEO

QBS Quality Business Services

1-9 Employees

Sally was seamlessly integrated to automatically transcribe conversations, deliver relevant information in seconds, and offer an intuitive user experience.

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Daniel Szymkowiak from FutureNext - Sally AI customer testimonial

Daniel Szymkowiak

Chief Technology Officer

FutureNext

10-49 Employees

Sally now takes on repetitive tasks such as creating notes and integrating with the tools. This frees up Daniel to focus on value-driven activities that move FutureNext forward.

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Dominik Schneider from Freudenberg Sealing Technologies - Sally AI customer testimonial

Dominik Schneider

Segment Manager

Freudenberg Sealing Technologies

13,000+ Employees

With custom adjustments, Sally automatically handled appointment reports and preparations, significantly boosting sales productivity.

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Jens Trabert from Freudenberg Sealing Technologies - Sally AI customer testimonial

Jens Trabert

Vice President

Freudenberg Sealing Technologies

13,000+ Employees

Integrating Sally into FST's processes automated repetitive tasks and offered reliable support for more complex work requirements.

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Jörg-Uwe Liebisch from Dispomed GmbH - Sally AI customer testimonial

Jörg-Uwe Liebisch

CEO

Dispomed GmbH

10-49 Employees

By inviting Sally to calls, structured protocols with precise summaries are created automatically.

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Verena Hoff from international experience - Sally AI customer testimonial

Verena Hoff

CEO

international experience

10-49 Employees

Verena uses the automatically generated Sally summaries to quickly follow up on meetings, saving her up to 4 hours a week.

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