Meet Sally
Your AI sales agent that elevates your CRM team. She works 24/7 to automate repetitive tasks, provide intelligent insights, and ensure nothing falls through the cracks.
Think of Sally as your most reliable CRM team member who never sleeps, never forgets, and always has the data at her fingertips.
What Sally Does
Contact & Interaction Tracking
Sally automatically tracks every interaction across all channels and creates a unified timeline. She alerts you when relationships are at risk.
- Complete customer history tracking
- Missing interaction alerts
- Relationship health monitoring
Sales Process Streamlining
Sally ensures every deal follows your defined sales process. She identifies stuck deals and prevents lead dropout.
- Process compliance monitoring
- Deal stalling prevention
- Smart next-step recommendations
Sales Automation
Sally automates data entry, creates smart reminders, drafts personalized emails, and optimizes your campaigns.
- Automatic data extraction
- Context-aware reminders
- Personalized email drafts
Performance & Forecasting
Sally predicts revenue with confidence intervals, identifies bottlenecks, and monitors team performance.
- AI-powered revenue forecasts
- Pipeline bottleneck detection
- Performance insights & coaching
Personalized Engagement
Sally ensures every email feels personally written. She learns customer preferences and optimizes timing.
- Hyper-personalized emails
- Product recommendations
- Optimal contact timing
Cross-functional Collaboration
Sally shares insights across departments, maps customer journeys, and ensures smooth handoffs with full context.
- Department-wide insights
- Unified customer journey
- Automated handoffs
How Sally Works
Every Hour
- • Scans for new activities
- • Updates relationship scores
- • Checks for missing interactions
- • Monitors deal health
Every 4 Hours
- • Analyzes pipeline bottlenecks
- • Updates revenue forecasts
- • Generates email drafts
- • Creates smart reminders
Every Day
- • Generates performance reports
- • Analyzes trends and patterns
- • Optimizes campaigns
- • Shares cross-department insights
On Demand
- • Drafts emails when requested
- • Analyzes specific deals
- • Generates forecasts
- • Provides recommendations
What You'll Achieve
Ready to Meet Sally?
Start using Sally today and transform how your CRM team works. She's ready to help you close more deals and build stronger relationships.