75% less time spent on admin for field sales -

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How Donna works

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Conversation based

Guides you through your day

CRM & Integrations

Solves your admin burden

Note taking

Spotless notes from every meeting

Reporting insights

Gives 100% visibility into field sales

Coaching & Training

Coaches you to sell smarter

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Integrations

Connects to your tech stack

Security

Enterprise grade security

How Donna Works
Industries
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Industries

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Consumer Packaged Goods

Healthcare & life sciences

Automate compliance tracking

Insurance

Real Estate

Automate site visits

Manufacturing

Automate data entry

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Enhance device performance

Resources

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Blog

Insights helping field sales teams

Testimonials

Read customer success stories

Downloads

Tools to simplify and accelerate sales

Pricing
Company
Company

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About us

Who we are, hiring & team

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Join our partner program

Book a demo

Glossary

A comprehensive index of terms and phrases used by sales teams, curated by Donna.

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A
Activity logging

Activity logging records meetings, calls, and updates in your CRM automatically. Learn why it matters for field sales visibility, data quality, and coaching.

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Average deal size

Average deal size shows the typical revenue per closed deal. Learn how to calculate it, why it matters for field sales, and how it supports forecasting.

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Battle Cards

Discover what battle cards are, how they guide sales reps in competitive deals, and how to use them to improve consistency, win rates, and coaching.

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CRM

CRM centralises all customer interactions in one system so sales teams work from clean, reliable data, with stronger reporting and better decisions.

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CRM Adoption

Learn what CRM adoption is, why it matters for field sales teams, and how AI assistants like Donna can lift usage, data quality, and sales performance.

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Conversation Intelligence

Learn what conversation intelligence is, how it works, and how it helps field sales teams cut admin, improve CRM data, and close more deals.

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Customer lifecycle

The customer lifecycle shows how buyers move from first contact to loyalty. Learn the key stages and why lifecycle tracking matters for field sales teams.

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Deal management

Deal management is the process of tracking and optimizing sales deals from first contact to close. Learn why it matters for field sales and CRM accuracy.

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Deal stall

A deal stall happens when a sales opportunity slows down or stops moving forward in the pipeline without a clear yes or no from the buyer. In field sales, a deal stall usually appears as weeks of silence, repeated delays or next steps that never get scheduled.

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Inside Sales

Inside Sales is a remote selling model using phone, email and video to manage the full sales cycle efficiently, often alongside field sales teams.

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Lagging KPIs

Learn what lagging KPIs are, see field sales examples, and understand how better data quality makes these outcome metrics truly actionable.

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Lead Assignment

Learn what lead assignment is, how it works in CRM-driven field sales teams, and how automation and AI improve speed, data quality, and conversions.

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Lead Scoring

Learn what lead scoring is, how it ranks prospects by fit and intent, and how field sales teams use it to focus on the most valuable opportunities.

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Lead management

Lead management is the process of capturing, qualifying, and following up on leads. Learn why it matters for field sales, CRM data quality, and growth.

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Multimodal Input

Learn what multimodal input is, how it works in AI systems, and why voice, text and images together are crucial for accurate, low effort field sales data.

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Objection handling

Objection handling is the process of responding to a buyer’s concerns in a way that keeps the conversation, and the potential deal, moving forward. In field sales, strong objection handling helps turn hesitation into clarity, confidence, and purchase decisions.

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Pipeline Hygiene

Learn what pipeline hygiene is, why it matters for field sales teams, and how to keep your sales pipeline clean and accurate without extra admin work.

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Pipeline management

Pipeline management tracks and improves sales opportunities from first contact to close. Learn why it matters for field sales, CRM accuracy, and forecasts.

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Pipeline visibility

Pipeline visibility is the ability to see, understand, and trust what is happening in every stage of your sales pipeline in real time. For field sales teams, pipeline visibility connects what happens on the road with the numbers in your CRM so managers and sales professionals share one accurate view of the business.

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Revenue Intelligence

Discover how revenue intelligence turns sales data into reliable forecasts and actions, helping field sales teams improve visibility and win more deals.

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Revenue forecast

A revenue forecast estimates future sales based on pipeline, history, and assumptions. Learn why accurate forecasts matter for field sales planning and growth.

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Sales Routing

Sales routing is the process of planning efficient visit sequences for field sales reps to cut travel time, boost coverage, and lift conversion rates.

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Sales automation

Sales automation uses software to handle repetitive sales tasks. Learn how it works, key use cases, and why it improves CRM data and field sales efficiency.

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Sales forecasting

Sales forecasting predicts future revenue using pipeline and historical data. Learn why accurate forecasting matters for field sales planning and performance.

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Sales funnel

A sales funnel shows how prospects move from first contact to closed deal. Learn the key stages and why an accurate funnel matters for field sales teams.

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Sales playbook

A sales playbook is a guide that standardizes how teams sell. Learn what it includes, why it matters for field sales, and how it improves consistency.

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Single Source of Truth

A Single Source of Truth is one reliable system or dataset where all key sales information lives, stays up to date, and is trusted by everyone. For field sales teams, it means that every visit, note, opportunity, and follow-up is captured in one place instead of being scattered across emails, notebooks, and spreadsheets.

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Stakeholder Management

Stakeholder management is the structured process of identifying, understanding, and actively engaging all the people and organizations that can influence or are affected by your work.

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Stakeholder Mapping

Stakeholder mapping is the process of identifying everyone who can influence or is affected by a project, then visualizing their interest and impact in a clear overview.

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Voice-to-CRM

Voice-to-CRM lets field sales reps update Salesforce and other CRMs by speaking. Learn how it works, why it boosts data quality, and reduces admin.

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leading KPIs

Learn what Leading KPIs are, see field sales examples, and understand how better data quality makes these outcome metrics truly actionable.

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Life with Donna

Life with Donna

Real stories from teams transforming their sales with Donna.
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How ERA Belgium Drove a 5x Increase in Data Quality with Donna

“We drove a 5x Increase in Data Quality with Donna in our CRM.”

-
Michiel Vanhaverbeke
,
Innovation manager
Industry
Real Estate
Read more

Real Estate

Donna Helps DPG Media Capture 2× More Insights and Drive Better Sales Outcomes

"We’ve seen a significant increase in the number of opportunities entered into our CRM"

-
Bill
,
Director Automated Sales
Industry
Services
Read more

Services

FAQs

Got questions? Donna got answers. Here’s what field sales teams ask most.

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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.

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Donna, The only AI assistant for field sales
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