Automated sales admin
Sales Admin, Handled
The moment reps leave a meeting, Donna handles the admin. She logs the meeting and updates your CRM with meeting notes, opportunity, tasks, and more. Follow-up emails are drafted and the next meeting is automatically scheduled. Donna even prepares the quote, ready to send before you're back at your desk. Everything syncs back into your CRM, so your team spends less time catching up on paperwork and more time with customers.
Keep account information up to date
Donna turns post-meeting debriefs into CRM updates. She logs notes to the account and ensures changes are reflected in the relevant contacts and opportunities. Follow-up tasks are recorded, so reps can move on to their next visit without leaving the admin for later. Resulting in reduced admin and up to 10x higher CRM adoption.
Follow-ups are ready to send
Donna drafts the follow-up email and prepares the quote based on what your team discusses with the customer. Reps can review the email before sending, with the details still fresh. As Donna connects to Sales Enablement platforms, like Mediafly, she is ready to prepare a digital sales room for direct follow-up. A next meeting is being scheduled, helping reps follow through on agreed actions before they’re back at their desk. Resulting in higher win rates as no follow-up fall through.
Keep everything connected to your CRM
Donna is deeply connected into your CRM, including custom fields. Think of Salesforce, SAP, and Microsoft Dynamics. The information shared with her after a visit becomes part of the account record, without the rep having to re-enter it and used for a next coaching call. Your team can see the latest customer updates without chasing you for a recap.
Integrates with your CRM, e-mail, and calendar tools
Donna connects with Salesforce, SAP, Microsoft Dynamics 365, Outlook, and more. Even with custom CRM objects, Donna keeps everything in sync so you can focus on sales. And because she’s deeply connected to your calendar, Donna automatically knows where you need to be next. Seamless, proactive, and built for field sales teams on the go.
Salesforce
Microsoft Dynamics 365
SAP
Google calendar
Outlook
Hubspot
Enterprise-grade Security
Our commitment to security and privacy is unwavering. Recognizing the importance of safeguarding your data, Donna is ISO 27001-certified and fully compliant with GDPR, CCPA, and SOC 2. We keep your data private and protected with enterprise-grade security you can trust.
Talk to Donna today
Discover how Donna can simplify life for field sales teams
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.