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NASCI Consulting
Sally partner for Sales and Salesforce
Spain, remote
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KMU, B2B-Business
Englisch, German
Rafael Blaschke
CEO
About NASCI Consulting
NASCI helps companies design and optimize CRM and sales processes more efficiently - from analysis and process refinement to technical implementation in Salesforce.
With deep expertise in Salesforce process analysis and CRM architecture, NASCI ensures that meeting data is delivered exactly where it creates value in sales — without adding workload for the team.
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Sally in Sales – Creating Value Where Decisions Are Made
NASCI Consulting implements Sally directly into daily sales operations to make conversation insights available exactly where sales work happens: within Salesforce CRM.
Meeting outcomes, follow-ups, and relevant insights are automatically assigned and seamlessly integrated into existing sales processes.
Use Cases of NASCI: Sally AI + sales operations
Structured sales conversation documentation
Joint definition of relevant meeting types
Clear definition of how meeting content appears in the CRM
Standardized information structures instead of individual notes
Seamless integration into existing sales processes
Automatic assignment of tasks, leads, and opportunities
Integration of conversation insights into existing deal stages
Use of meeting data where forecasts and pipelines are managed
Automated follow-ups without complexity
Identification and creation of tasks directly in the CRM
Handover into existing workflow automations
Reduced manual follow-up and fewer errors
NASCI Consulting Services
NASCI integrates Sally into existing Salesforce environments, ensuring that meeting data does not remain isolated but is directly processed and leveraged within the CRM.
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Process & sales analysis
Analysis of existing CRM sales processes
Identification of relevant meeting use cases
Definition of integration and usage objectives
CRM Integration & Structuring
Technical integration of Sally into Salesforce
Assignment of meeting content to accounts, leads, and opportunities
Embedding into Salesforce automation structures
Enablement & Handover
Training for sales and CRM teams
Definition of usage standards for meeting data
Structured handover of the integration to internal stakeholders
Result
Seamless handover between sales and service teams
Complete documentation of customer conversations
Reduced post-meeting workload
Unified CRM information base
How the Collaboration Works
The process is intentionally lean and aligned with your existing structures — not the other way around.
Initial consultation & goal alignment
Together, we clarify how Sally is currently being used, which Salesforce structures are in place, and where meeting data can create real added value.
Analysis & Concept
We analyze existing processes, CRM objects, and workflows, and define how meeting assets should be meaningfully integrated into Salesforce.
Integration & Setup
The technical integration of Sally into Salesforce is implemented in a structured manner and tailored to your requirements - including data mapping and automations.
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 Salesforce – with NASCI
If you have questions about integrating Sally into Salesforce or would like to discuss a specific project, feel free to get in touch with Salesforce.