How Döhler brings SAP ERP insights into sales prep with Donna
Overview
The challenge
Preparing for a customer visit means understanding more than the last conversation. Are there any open orders? Have samples gone out? Are there any open invoices? These details help reps anticipate customer questions and address issues during the visit.
At Döhler, Donna was already helping reps prepare for visits and follow-up. But some of the facts they wanted were stored outside their CRM, in SAP ERP. Michelle Emmerich, Head of Digital Sales at Döhler, heard the same question repeatedly: Can Donna also tap into our SAP ERP? The request reflected how reps wanted to work.
“When our sales reps prepare for a visit, they want to know a few additional facts beyond the CRM.” - Michelle Emmerich, Head of Digital Sales at Döhler
The sales team wanted to ask Donna questions while traveling to a customer, and arrive ready to address issues and progress the conversation.
The solution
Döhler’s next step is to bring SAP ERP information into those conversations with Donna. With this capability, reps can check operational details as part of their preparation, extending the support Donna already provides.
“So now they can just ask Donna on their way to the customer and walk in fully prepared.” Michelle Emmerich, Head of Digital Sales, Döhler
A demo shows how this can happen:
Donna calls a rep 20 minutes before his customer meeting. She reminds him that the previous discussion focused on upgrading older compressors to the new model and suggests bringing up the spring promotion. Her analysis of the previous week’s field insights found five recent mentions of a competitor, so she recommends emphasizing key USP’s as a competitive advantage.
Donna then offers to check open orders. One was delivered last week, while another is blocked because an airflow filter needs volume confirmation. She then tells the rep who to check in with, to clarify.
When the rep asks about payments, Donna flags four open invoices, including two overdue invoices. She suggests discussing payment during the visit and offers a quick role-play to help him practice the conversation.
By bringing SAP information into visit preparation, Donna helps reps see the fuller customer picture and focus on moving the relationship forward.
The impact
Döhler’s experience points to a clear appetite for Donna’s support. Michelle says reps have been excited about how much she helps them prepare for customer visits and follow up afterward. Their recurring request for SAP access shows where they wanted that support to go next.
For Döhler, this marks the next step in transforming how its sales teams work and sell with AI.
“I'm really convinced that this will take us to the next level on our journey.” Michelle Emmerich, Head of Digital Sales, Döhler
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“On average, our users say they save between two and three hours a week. For a field rep, that is a massive amount of time.”
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"I was impressed how easy it was to set up Donna. We’re now finally able to capture the insights that used to stay stuck in the car, or in someone's memory.”
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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.
