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Sally partner for Sales, Dynamics 365 and Power Automate

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Germany, remote
KMU, B2B-Business
Englisch, German
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Account Manager
For over 10 years, Aliru has helped companies build and operationalize structured sales processes - combining practical sales execution with certified Microsoft expertise.
As a Microsoft partner, Aliru ensures these processes are reliably implemented in Dynamics 365, creating the technical and operational foundation for integrating Sally directly into daily sales workflows.
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Aliru implements Sally AI specifically within sales organizations to systematically integrate meeting data into the sales process. Insights from customer conversations and relevant discussion content become available exactly where sales work takes place every day.
By connecting Sally to existing CRM structures, meeting content is structured and automatically assigned to leads, contacts, and opportunities. This creates a centralized, transparent information base across the entire sales cycle.
Joint definition of which conversations are relevant
Clear definition of where meeting content appears in the CRM
Standardized documentation instead of individual sales notes
Embedding meeting data into existing deal stages and sales logic
Decision insights embedded in forecasts and pipeline management
No additional tools or parallel systems for the sales team
Clear rules defining which tasks are transferred automatically
Handover into existing sales workflows
Reduced post-meeting effort without added complexity
Aliru integrates Sally into existing Dynamics 365 environments so that meeting data does not remain isolated but is directly processed and leveraged within the CRM.
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Analysis of existing sales processes
Identification of relevant conversation formats
Clear definition of meeting data’s role in the sales process
Structured integration of meeting data into existing CRM logic
Integration into forecast, reporting, and pipeline structures
Assignment to leads, opportunities, and accounts
Practical training for sales teams
Definition of clear usage standards for daily operations
Ensuring high adoption without adding complexity
Complete documentation of customer conversations
Reduced manual post-meeting workload
A unified information base within the CRM
Improved handovers between teams
The process is intentionally lean and aligned with your existing structures — not the other way around.
Together, we clarify how Sally is currently being used, which Dynamics 365 structures are in place, and where meeting data can create real added value.
We analyze existing processes, CRM objects, and workflows, and define how meeting assets should be meaningfully integrated into Dynamics 365.
The technical integration of Sally into Dynamics 365 is implemented in a structured manner and tailored to your requirements - including data mapping and automations.
After go-live, we train your teams on how to use the integration and support adoption until Sally is firmly embedded in daily operations.
If you have questions about integrating Sally into Dynamics 365 or would like to discuss a specific project, feel free to get in touch with Aliru.