Donna for the service industry
75% less time spent on admin
Save time on prep and admin. Resulting in more deals and boosted close rates by 20%.
+10x higher CRM adoption
Increased CRM adoption & cleaner, more reliable data.
20% higher sales conversion
Happier field sales teams, happier managers. Everyone wins.
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Built for Field Sales
When selling services, time and relationships are everything. Donna supports field sales throughout their day, from a first meeting to deal closures. She captures visit details, logs opportunities, and ensures every lead and deal is updated is accurately. With less time spent on admin, agents can focus on building trust, nurturing clients, and closing more deals.
Gain Visibility Across Every Deal
For managers and field sales teams, Donna provides complete visibility into field activity. Every client visit, and follow-up is captured in real time, creating a clear view of performance and pipeline health. With reliable data and timely insights, leaders can coach their teams more effectively, forecast with confidence, and ensure no opportunity slips through the cracks.
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.
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.