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Explore insightful articles, success stories, and valuable resources that highlight the transformative power of Donna in your sales journey.
Blog
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
Today’s sales teams juggle endless tools, leads, and admin, leaving less time to sell. The best sales productivity platforms fix that through automation, AI, and smarter insights. Tools like Donna — the only proactive, multimodal AI assistant for field sales — eliminate admin by capturing meeting data, updating CRMs, and drafting follow-ups automatically. Others like Clay, HubSpot, Expandi, and PandaDoc streamline prospecting, outreach, and deal workflows. The result: cleaner data, faster pipelines, and more time for reps to focus on what matters most — building relationships and closing deals.
Sales
Improving field sales strategies starts with combining in-person selling and AI-driven tools for greater efficiency. By beginning each day with a confirmed meeting, preparing thoroughly, mapping territories intelligently, and optimizing routes, sales reps can maximize productivity. Leveraging happy customers for referrals, capturing social proof, and automating CRM updates further streamline operations. Consistency and smart data use ultimately transform field sales into a scalable, high-velocity growth engine.
Sales
CRMs were meant to boost sales productivity, but with 55% failing due to poor adoption, they often become time drains. Sales AI assistants like Donna change that by automating admin — logging calls, emails, and meeting notes, surfacing insights, and prepping reps automatically. The result: cleaner data, 8× higher CRM adoption, accurate forecasts, and more time for reps to focus on what truly matters—building relationships and closing deals.
CRM
Sales reps lose up to two-thirds of their week to admin tasks like CRM updates, note-taking, and follow-ups — time that doesn’t generate revenue. This slows deals, causes errors, and increases burnout. AI sales assistants like Donna automate data entry, meeting summaries, and task logging, capturing and organizing information in real time. The result: reps win back hours every week, improve data accuracy, and can focus on what really matters — building relationships and closing deals.
Sales
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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.
