Donna
Donna and Encore Business Solutions Partner to Bring AI-Powered Field Sales to Microsoft Customers Across North America
Bringing AI-Powered Field Sales to Microsoft Customers Across North America
Through this partnership, Encore is enhancing its portfolio of AI solutions to provide more comprehensive support to its clients. Donna’s real-time AI capabilities serve customers in key industries where field sales teams are indispensable, including manufacturing, food and beverage, construction, and industrial services. These sectors rely heavily on in-person customer visits, yet often struggle with low CRM adoption, inconsistent data capture, and time-consuming administrative work, challenges Donna was designed to eliminate.
Donna integrates deeply with Microsoft Dynamics 365 Sales. Donna guides field sales reps through their day: brief them before meetings, capture all key details after each visit, and handle all admin work directly in their CRM. By turning travel time into productive time and removing manual admin, Donna helps teams reclaim up to 75% of post-meeting workload while increasing CRM data quality up to 10x.
“We’re excited to expand our portfolio with a solution that serves a segment of the market that has been overlooked for years,” said Tina Terrezza, Strategic Partnership & Alliance Manager at Encore Business Solutions. “Field sales teams are essential to many customers in manufacturing, construction, food and beverage, and distribution, yet they have traditionally been underserved by digital tools. Donna fills that gap with a powerful, proactive assistant that finally brings AI to the reality of frontline selling.”
Encore’s established footprint across Canada and the U.S., combined with its Microsoft specialization and strong industry presence, gives both organizations a shared platform to scale next-generation sales productivity solutions. With 100+ business and technology professionals and a 94% customer retention rate, Encore is a go-to partner for organizations modernizing their sales and operations infrastructure.
“Partnering with Encore accelerates our mission to make field sales more human, not more administrative,” said Nicolas Christiaen, Co-Founder & CEO of Donna. “Encore’s reputation, Microsoft expertise, and deep industry knowledge make them the ideal partner to help U.S. and Canadian sales organizations transform how their teams work on the road. Together, we’re bringing AI-powered productivity to industries that need it most and we’re doing it with measurable and scalable impact.”
The partnership will focus on joint go-to-market initiatives, solution integration within Microsoft Dynamics environments, and co-delivery of modern field-sales transformation programs for mid-market and enterprise organizations.
About Donna
Donna is the only proactive AI assistant built for field sales who are always on the road. Donna turns commute time, customer visits, and on-the-go moments into productive selling time by capturing every interaction automatically. She helps field sales teams save up to 75% admin time while boosting CRM adoption and data quality - ultimately increasing close rates by up to 20%.
Trusted by teams across industries, from CPG to industrial manufacturers to financial services, and by global leaders like ABB, Atlas Copco, DPG Media, Luminus, and ERA Real Estate, Donna delivers a measurable impact from day one.
Founded by seasoned entrepreneurs and backed by global leaders, Donna is rewriting how sales gets done in the field.
About Encore Business Solutions
Encore Business Solutions is a trusted Microsoft Dynamics 365 Partner, serving over 800 clients across North America with ERP and CRM solutions. We believe that technology alone is not enough to further any company’s success. You also need to align that technology with strategy, people, and processes. And you need a partner to provide a steady hand through change, expertise across the full Microsoft suite, ongoing support, and honest advice. That’s where we come in.
With over 35 years in business, Encore has completed more than 2,300 Dynamics implementations. The Encore team includes experts in every Dynamics 365 ERP and CRM solution, plus the connected products: familiar Office tools, Power BI and the rest of the Power Platform, Copilot AI, and more. Encore integrates Dynamics 365 with the rest of the Microsoft stack as well as ISVs and 3rd-party tools, creating comprehensive solutions tailored to each customer.
While some partners focus simply on providing technology for clients, Encore believes that it’s essential to prioritize strategic alignment, user adoption, ongoing support, and training as well. Even the best technology will fall flat without team buy-in.
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By structuring Donna as an event-driven STT → LLM → TTS pipeline, augmented with parallel transcript validation and asynchronous context loaders, we built a system that is both: - low-latency: immediate response generation with no awkward silences - high-accuracy: production-grade transcript correction and domain-specific enrichment running in parallel This architectural approach enables real-time, production-grade voice-to-voice AI systems that can operate reliably in complex field-sales environments. More importantly, it gives us the flexibility to continuously expand Donna's intelligence by adding new reasoning capabilities, validators, and domain expertise,... without ever compromising conversational naturalness.
Donna
Donna just announced the closing of a $4.8 M seed round, led by Frontline Ventures, with participation from existing funds: Pitchdrive, Fortino Capital, WeLoveFounders, Syndicate One, New School, Everywhere Ventures, and a group of seasoned angel investors. The funding will be used to deepen Donna’s product leadership and scale go-to-market operations across Europe and the United States.
Donna
Donna, the proactive AI assistant for field sales reps, has partnered with US-based Plaud, maker of AI-powered wearable devices, to revolutionize how sales teams capture and use customer interactions. Announced at Dreamforce in San Francisco, the integration allows Donna to automatically record, summarize, and update CRM data directly from Plaud’s smart devices—cutting admin time by up to 75% and boosting close rates by 20%. Together, the two companies bring hands-free productivity to sales professionals everywhere, turning every conversation—from the car to the boardroom—into actionable insights.
Donna
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FAQs
Got questions? Donna got answers. Here’s what field sales teams ask most.
What is Donna and how does she help field sales teams?
Donna is a proactive AI assistant for field sales reps 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.