Sally AI Erfahrungsbericht

Problem before Sally

Dennis from the I like it GmbH had difficulty documenting customer conversations efficiently and precisely. Important details were often lost because manual post-processing was error-prone and time-consuming. As a result, documentation often remained incomplete, which slowed down the sales process and tied up valuable resources.

target

Dennis wanted to improve the documentation to capture all relevant details and use them for better customer advice and persuasion. The aim was to collect precise and complete information in order to optimize the sales strategy.

solution

With Sally, the documentation process was automated. Sally records all call details and integrates them directly into the CRM system. There is no need for manual work and the team has immediate access to structured, accurate conversation logs that optimize further customer interaction.

conclusion

Thanks to Sally, the quality and efficiency of the documentation has improved considerably. The team saves up to 5 hours per week and avoids errors. Instead of spending time on follow-up, the sales team can focus on customer interaction, which strengthens customer loyalty. The seamless CRM integration ensures that no information is lost and can be retrieved at any time. Sally has thus increased efficiency and created the basis for reliable sales work.