Telution GmbH – Sally Partner
Integrate meeting transcription into CAS CRM
Sally partner for direct CAS integrations. For teams looking to integrate Sally directly into their existing CRM and sales processes.
Telution GmbH
Michael Müller
Managing Director
Your digitalization partner for efficient CRM solutions
Telution GmbH is a digitalization partner for integrating modern technologies into CRM systems from CAS Software AG. Telution helps companies technically extend their CRM structures and make operational processes more efficient.
Telution works closely with systems like CAS genesisWorld, SmartWe and CAS netWorks and integrates additional solutions — like Sally's AI meeting documentation — directly into existing CRM processes.
AI transcription directly in CAS CRM
Meetings, project discussions, and customer conversations are part of everyday business. Telution integrates Sally so that conversation content is automatically captured in a structured way in the CRM system.
For connecting to CAS Software AG's CRM solutions, Telution provides a specially developed integration interface that transfers meeting data in a structured format to the CRM.
Typical use cases
Document meetings directly in the CRM
- Automatic creation of structured meeting notes
- Participants and time data are transferred
- Linking to appointments, projects or files
Evaluate conversation transcripts in a structured way
- Complete transcript in the CRM
- Clear separation by speakers
- Chronological traceability
Take over tasks and decisions directly
- Automatic extraction of tasks
- Separate display of decisions
- Overview of key points and open topics
Services by Telution
Telution integrates Sally in a structured and customized way into CAS CRM systems: from conception to successful implementation.
Concept & CRM architecture
- Analysis of existing CAS structures
- Definition of meaningful integration points for Sally
- Structuring meeting records in the CRM
Technical integration & data mapping
- Webhook connection of Sally to CAS
- Automated creation of meeting records
- Assignment to projects, customer files or processes
Customization & evolution
- Extension with individual fields and process logic
- Integration into existing workflows
- Continuous optimization as requirements grow
Results
How the collaboration works
The process is deliberately lean and adapts to existing structures — not the other way around.
Initial meeting & goal setting
Together we clarify how Sally is currently used, what structures exist, and where meeting data can create real value.
Analysis & concept
We analyze existing processes, CRM objects and workflows and define how meeting assets can be meaningfully integrated in the CRM.
Integration & setup
The technical integration of Sally in the CRM is carried out in a structured manner, tailored to your requirements — including data mapping and automations.
Go-live & enablement
After go-live, we train teams on using the integration and support adoption until Sally is firmly established in daily workflows.
Integrate Sally into CAS — with Telution
If you have questions about integrating Sally into CAS or want to discuss a specific project, feel free to contact Telution.