Blog
Explore insightful articles, success stories, and valuable resources that highlight the transformative power of Donna in your sales journey.
Blog
MIT research shows 95% of enterprise AI pilots fail, not because the technology isn't ready, but because of people, process, and mindset. AI doesn't behave like SaaS: there's no fixed interface and no one-off go-live, so the classic pilot playbook sets projects up to stall. The companies that do reach production with measurable value share six habits: a clear process with a clear expected output, stakeholder alignment before kickoff, real AI skills in-house or through a partner, incentives that reward the new way of working, resources for iteration rather than just the launch, and an action plan built around early wins. Do it right and the payoff is real, our customers see up to 75% less admin time, 10× more insights captured in the CRM, and up to 20% higher sales conversion.
Donna
Today, Mediafly and Donna are joining forces as partners to introduce a new, voice-first era of revenue enablement—one where sales teams don’t adapt to systems, but systems adapt to them. **Built on deep CRM integration—especially for SAP Sales Cloud V1 and V2 environments—this collaboration ensures everything connects seamlessly from day one.** Together, we are making CRM screenless.
Donna
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Field reps can keep Salesforce accurate without sacrificing selling time by shifting to fast, mobile-first updates, simple habits, and targeted automation. The goal is not perfect notes, it is about having all sales interactions captured in your CRM so that deals keep moving and managers are informed. - Use Salesforce mobile, quick actions, and offline mode to update records in seconds between meetings, not at night. - Standardize on minimal fields and patterns, like stage, close date, amount, and next step, plus one task per visit. - Rely on weekly pipeline reviews, regular cleanup of stale opportunities, and Salesforce as your single source of truth for prep. - Adopt tools like Donna to capture meeting notes, log activities, update opportunities, be better prepared for meetings and draft follow-ups automatically. Using Donna, can reduce admin by around 75 percent so field reps spend more time selling and less time typing.
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This guide shows field sales leaders how to pick a small set of high impact KPIs that improve execution in the field, not just reporting. It explains how proactive AI like Donna keeps those KPIs accurate without piling on admin. Applied well, these metrics sharpen coaching, strengthen forecasts, and lift conversion. - Focus on 5 to 8 KPIs across activity and coverage, pipeline health, conversion and performance, follow up and execution, forecasting, and CRM adoption. Use KPIs for pattern spotting and coaching, avoid micromanaging and bloated dashboards that track activity without outcomes. - Prioritize CRM data quality and real time updates from the road, since poor hygiene breaks forecasting, territory planning, and follow up. - Leverage proactive AI to auto capture visits, notes, and opportunity updates, cutting admin, boosting adoption, and making forecasts trustworthy.
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Bad CRM data quietly slows field sales, weakens deal execution, and destroys forecast accuracy, because critical details are missing, late, or trapped in reps’ heads. In field teams juggling heavy travel and back-to-back visits, manual desktop-style CRM workflows simply do not fit how reps actually work. Execution suffers through slow follow-up, weak meeting prep, poor handovers, and inconsistent opportunity management. Leaders lose pipeline visibility, coaching impact, and confidence in forecasts as data trails reality. Data quality breaks at predictable moments, like post-meeting, in transit, at handover, and at month-end. Improvement comes from real-time capture, standardized updates, focused fields, and mobile, voice-first workflows. Donna automates capture from calls and visits, updates Salesforce, SAP, or Microsoft Dynamics in real time, and cuts admin by up to 75 percent. The result is cleaner data, stronger coaching, higher win rates, and more predictable revenue for distributed field sales teams.
Donna
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FAQs
Got questions? Donna got answers. Here’s what field sales teams ask most.
Is it legal to record online and offline customer conversations with Donna?
Yes, in most cases, as long as the applicable notice and consent requirements are followed. Recording laws vary by jurisdiction, so the key principle is to be transparent with participants and obtain consent where required. Donna includes controls to support this.
How does Donna use AI?
Donna combines different AI models to deliver a seamless experience, allowing users to text Donna, call Donna, or send voice notes. Donna uses AI to transcribe meeting recordings, help prepare meetings, generate summaries, capture and surface insights and propose or automatically perform actions such as updating the CRM, scheduling a follow-up meeting, or preparing a follow-up email.
Is customer data used for AI model training?
No. Customer data is never used to train or improve our or third-party AI models.
What is Donna and how does she help field sales teams?
Donna is a proactive AI assistant for field teams delivering hyper-personalized briefings, capturing every detail, and killing the admin time. She helps sales reps save time by preparing meetings, taking notes, updating the CRM, and drafting follow-ups automatically. With Donna, sales teams spend less time on admin and more time selling. Faster execution, stronger CRM adoption, and more wins, without longer hours. Happier, sharper teams start today with Donna.
Does Donna take notes during meetings automatically?
Yes. Donna listens, online and in person, to your meetings or calls, captures key points, and structures them into clean notes. Everything is stored and ready for review, so you can stay focused on the customer instead of typing. If you are not comfortable having a notetaker in your meeting, you can always update Donna afterwards.
Can Donna really update my CRM for me?
Absolutely. Donna automatically updates or creates contacts, opportunities, prepares quotes in your CRM and drafts follow-up mails. All data stays accurate and up to date without manual entry.
What tools and CRMs does Donna integrate with?
Donna integrates with Salesforce, SAP, Microsoft Dynamics 365, Outlook, Google Calendar, and more. Even if your CRM includes custom objects and fields, Donna connects seamlessly to keep everything in sync. Find all integrations here.
How much time can sales reps save by using Donna?
Sales teams typically spend less time on admin by 75%. By automating meeting prep, note-taking, and CRM updates, Donna helps reps reclaim time to focus on customers and close more deals.
Is Donna secure and GDPR-compliant?
Yes. Donna is ISO 27001 certified and fully compliant with GDPR, CCPA, and SOC 2. All data is encrypted in transit and never used to train AI models.
Our CRM is customized. Can Donna handle this?
Yes. Donna works with both standard and custom CRM objects and fields. Whether your setup is simple or highly customized, Donna connects seamlessly and keeps all your data accurate and up to date.
How is Donna different from other AI sales tools?
Donna’s purpose is built for field sales. Unlike generic AI assistants, Donna connects with your CRM, captures meeting notes, and updates contacts and opportunities automatically, even on the go. As Donna is deeply integrated into the day-to-day of field sales teams, she delivers a proactive, voice to voice and hyper-personalized experience.
How long does it take to set up Donna?
Donna connects to your CRM and calendar quickly, with most teams fully onboarded in less than two weeks. Setup requires less than a month, and our team supports every step of the process.
