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.
What Is Inside Sales?
Inside sales is a sales model where representatives sell remotely, usually by phone, video, email or chat, instead of visiting customers in person. Inside sales teams often work from a central office or home office, using CRM systems and digital tools to manage the full sales cycle.
In a typical B2B context, inside sales focuses on building and converting a high volume of opportunities in a structured, data driven way. An inside sales representative qualifies leads, runs product demos online, follows up on quotes and renewals and collaborates closely with marketing and field sales colleagues.
How Inside Sales Works In Modern B2B Teams
Inside sales relies heavily on technology to plan outreach, keep track of interactions and move deals forward. Reps work from a defined playbook, use sequences and cadences and record every touchpoint in the CRM so managers can track pipeline and forecast revenue accurately.
Because inside sales is remote from the customer, it scales well across regions and segments. For example, an inside sales team can cover smaller accounts or early stage deals, while field sales focuses on complex, high value visits. Tools such as proactive AI assistants like Donna and CRM automations help field sales stay aligned and reduce admin time.
Inside Sales Versus Outside Or Field Sales
Inside sales happens mainly via digital channels, while outside or field sales is built around face to face meetings on the road. Field reps often spend hours traveling to visit accounts, walking sites or showrooms and building relationships in person. Inside sales teams, by contrast, can run more meetings per day because there is no travel.
In many organisations, inside sales and field sales work as one revenue engine. Inside sales qualifies and warms up leads, then hands over to field reps for key visits, or takes over renewals and smaller opportunities so the field can focus on strategic deals. This hybrid model is common in companies that sell through both remote and in person channels.
Key Benefits Of Inside Sales
- Higher productivity, since inside sales reps can schedule more calls and online meetings without travel time.
- Stronger CRM data quality, as activities, notes and next steps are logged easier while working from a desk.
- Cost efficiency, because one inside sales team can cover broader territories or segments than a purely field based team.
- Better collaboration with field sales, marketing and customer success through shared systems, standardised playbooks and more presence in the office. Creating more conenction with other teams.
- Faster onboarding of new hires, thanks to clear scripts, cadences and digital coaching.
- Together, these benefits make inside sales a powerful lever for scaling revenue operations while keeping visibility and control over the pipeline.
Inside Sales, CRM Adoption And AI Assistants
Successful inside sales depends on clean, complete CRM data. When every call, email and meeting outcome is captured, leaders can coach effectively, prioritise accounts and forecast more reliably. Many teams use a proactive AI assistant such as Donna, the only AI assistant for field sales, to reduce manual data entry and keep records consistent.
In hybrid organisations, where inside sales collaborates closely with field reps, this becomes even more important. For example, an AI assistant can log meeting notes from customer visits, sync them with opportunities, and give inside sales colleagues the context they need for follow up. That way, both inside sales and field sales spend less time on admin and more time actually selling.
For leaders who want to deepen their understanding of how inside sales and field teams can work together, the resources from Donna share practical examples of improving CRM adoption, sales efficiency and on the go execution.
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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.