Donna Eliminates Admin Burden for Field Sales Teams -

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How Donna works

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Conversation based

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Solves your admin burden

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How Döhler Is Closing the Gap Between Customer Conversations and SAP Sales Cloud

How Döhler Is Closing the Gap Between Customer Conversations and SAP Sales Cloud

"I was very much impressed with the maturity of the product and the speed of updating SAP Sales Cloud."
-
Pierre Wiese
,
Director Commercial applications
Industry
Fast-moving consumer goods
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Sales Teams on the go

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Overview

-25 min

Goal to reduce time per customer visit

400+

global sales reps

1

source of truth = SAP Sales Cloud
In short
Döhler is a global business with a large field sales force managing complex, long-term customer relationships across the food and beverage industry. Its account managers are central to commercial growth, often managing many live projects with a single customer across a broad global portfolio. But the most valuable customer knowledge was often captured in the hardest moment to document: right after the meeting, in the car, between appointments, with little time and no laptop. With Donna, Döhler is turning that moment into a structured, voice-first workflow that helps sales reps prepare, capture meeting insights, update SAP and close the loop with customers and colleagues.
About
Döhler
Döhler is a global producer, marketer and provider of technology-driven natural ingredients and solutions for the food and beverage industry. With more than 10,000 employees, customers in around 160 countries, Döhler operates at a scale where commercial excellence depends on both strong customer relationships and reliable business data. Its sales organization works in a highly complex environment. Account managers carry deep, multi-year relationships and often manage 20 or more live projects with a single customer. That makes every visit, call, follow-up and commitment commercially important, not only for the individual sales rep, but for the wider organization that depends on SAP as the single source of truth.

The Challenge

Döhler already had the platform and the process in place. SAP Sales Cloud was designed to be the source of truth for appointments, opportunities, notes, service cases and commercial follow-up. But in the daily reality of field sales, there was still a structural gap between what happened in the customer conversation and what made it into the system.

That gap was most visible immediately after a meeting. A rep walking out of a one-hour customer conversation has never known more about the account: open projects, customer priorities, sample requests, potential issues, follow-up needs and new commercial signals. But at that exact moment, they often have the least capacity to capture it. They may have five minutes before the next meeting, no laptop, and several messages waiting.

The complexity of Döhler’s sales process made this even more difficult. One customer visit can touch multiple opportunities, create new ones, trigger sample requests, or involve service cases. Each of these may require a separate workflow in SAP. What feels like one natural customer conversation for the sales rep can become multiple administrative actions afterward.

With hundreds of reps across different regions and territories, this challenge could not be solved through training alone. The gap between the meeting and the record compounded quietly every day. Valuable knowledge remained in people’s heads, in personal notes, or somewhere on the drive home, instead of becoming shared commercial context inside SAP.

The Solution

Döhler partnered with Donna to remove friction from the field sales workflow. Instead of introducing another tool to manage, Donna was integrated directly into SAP, allowing reps to prepare for meetings, capture conversations and update records through one voice-first workflow.

The first phase focused on three key moments: pre-visit preparation, meeting capture and post-visit follow-up. Before a meeting, Donna gives reps an account briefing with past interactions, open opportunities, leads and tasks. After the meeting, reps can debrief by voice, and Donna updates appointments, notes and opportunities directly in SAP Sales Cloud.

Donna was selected because it is built for field sales: mobile, voice-first, multilingual and context-aware. It does more than transcribe andit understands projects, stages, follow-up needs and what to ask next.

"Everyone can use a phone, we’re completely removing the friction." - Pierre Wiese, Director Commercial Applications at Döhler

‍

The Impact

With Donna, Döhler is turning customer conversations into structured SAP data at the moment they happen. Reps can prepare in the car, debrief from the parking lot and close multiple workflows through one conversation instead of updating appointments, notes and opportunities separately.

The expected impact when launching is clear: reduce the admin overhead of a customer visit from 30 minutes to under 5 minutes For the organization, this strengthens SAP Sales Cloud as the single source of truth, with appointments linked, opportunities updated and notes captured while the context is still fresh.

For customers, it means better follow-up. Sample requests, commitments and next steps are less likely to fall through the cracks because Donna helps reps act on them immediately. As Döhler frames it, this is not just a technology project, it is a commitment to the people carrying its commercial relationships every day.

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Manufacturing

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"

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Services

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Discover how Donna can simplify life for field sales teams

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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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