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
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
Sales reps spend just 28% of their time selling — the rest disappears into admin like CRM updates, follow-ups, and meeting prep. AI sales assistants like Donna fix this by automating everything from data entry to post-meeting summaries. She pulls insights from emails, calls, and CRMs, drafts follow-ups, and updates records automatically. The result: reps reclaim hours each week, managers get cleaner data and accurate forecasts, and teams can focus on what actually drives revenue — 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
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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.
