AI-Powered Sales Transcription – Integrated into Microsoft Dynamics 365-

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Aliru

Sally partner for Sales, Dynamics 365 and Power Automate

Germany, remote

KMU, B2B-Business

Englisch, German

Jan Bettinger

Account Manager

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About Aliru

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.

Sally in sales – using conversation data where sales work happens

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.

Making Sally effective in daily sales operations

Structured sales documentation

Joint definition of which conversations are relevant

Clear definition of where meeting content appears in the CRM

Standardized documentation instead of individual sales notes

Integrating sally into existing sales processes

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

Structured follow-up automation

Clear rules defining which tasks are transferred automatically

Handover into existing sales workflows

Reduced post-meeting effort without added complexity

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Aliru Services

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.

Sales analysis & objective definition

Analysis of existing sales processes

Identification of relevant conversation formats

Clear definition of meeting data’s role in the sales process

Process integration & system mapping

Structured integration of meeting data into existing CRM logic

Integration into forecast, reporting, and pipeline structures

Assignment to leads, opportunities, and accounts

Sales adoption & enablement

Practical training for sales teams

Definition of clear usage standards for daily operations

Ensuring high adoption without adding complexity

Result

Complete documentation of customer conversations

Reduced manual post-meeting workload

A unified information base within the CRM

Improved handovers between teams

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How the Collaboration Works

The process is intentionally lean and aligned with your existing structures — not the other way around.

1

Initial consultation & goal alignment

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.

2

Analysis & Concept

We analyze existing processes, CRM objects, and workflows, and define how meeting assets should be meaningfully integrated into Dynamics 365.

3

Integration & Setup

The technical integration of Sally into Dynamics 365 is implemented in a structured manner and tailored to your requirements - including data mapping and automations.

4

Go-Live & Enablement

After go-live, we train your teams on how to use the integration and support adoption until Sally is firmly embedded in daily operations.

Integrate Sally into Dynamics 365 – with Aliru

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.