How RAPS Is Turning SAP Sales Cloud Into a Screenless CRM With Donna
.jpeg)
Overview

The Challenge
For RAPS, CRM was not new. SAP Sales Cloud had been in use for years, but adoption remained limited. Sales teams used the CRM to capture customer orders and initiate development processes, yet not consistently as a tool for active customer management. Sales leadership also lacked the consistent CRM data needed to steer the business with confidence.
The core issue was not the value of CRM itself, but the way it fit into the reality of field sales. RAPS sales reps spend much of their day on the road, moving from one customer visit to the next. Professionals field sales reps may have only 15 to 30 minutes between visits, while Key Account Managers need to prepare for strategic conversations with large industrial customers. In both cases, screen-based CRM work created friction.
As a result, CRM updates often happened too late. Visit reports were written after meetings or in the evening, sometimes from handwritten notes, WhatsApp messages or memory. Important context about customers, contacts, product interests, complaints or opportunities risked staying in the salesperson’s head instead of becoming structured CRM data.
That created several business challenges: incomplete visit reports, missing contact details, patchy account information, limited pipeline transparency and less reliable preparation for future visits. For RAPS, the challenge became clear: if CRM was going to create value, it needed to become easier to use in the flow of sales work.
As Justus Kienert, Chief Information Officer at RAPS put it:
“We get feedback that this is a lot of admin work for our field sales team… And they spend a lot of time in the car.”
The Solution
RAPS introduced Donna as a mobile, multimodal AI sales assistant integrated with SAP Sales Cloud. Donna works through voice, chat and photos, allowing sales reps to interact with CRM in a natural way without needing to type, open a laptop or work through screens between customer visits.
The implementation focused on a couple of key moments in the customer meeting workflow.
Before the meeting, Donna prepares the sales rep with a voice-based briefing. She summarizes the last visit, highlights open tasks and follow-ups, gives an overview of orders and product history, shows active leads or opportunities and can enrich the briefing with relevant company updates.
After the meeting, Donna turns the conversation into action. Reps can debrief by voice, after which Donna creates the visit report in SAP Sales Cloud, assigns tasks, creates or updates leads and opportunities, enriches contact data and drafts follow-up emails for review.
This was especially important because RAPS did not want to hold for its planned transition from SAP Sales Cloud V1 to V2 to take action. Donna integrates with SAP C4C V1 and V2, allowing RAPS to improve user adoption immediately while building toward its future CRM landscape. As one of the key learnings from the project stated: making CRM screenless is not a nice-to-have, but an important way to get field sales reps to actually use it.
The rollout was pragmatic and fast. RAPS and Donna had their first discovery conversation in January 2026, committed to a pilot in February, completed functional scoping and field sales interviews, configured the SAP C4C integration in March and went live with the first pilot users in April. In less than 30 days from commitment, 10 pilot users were active across field sales, key account management and telesales.
.jpeg)
The Impact
Donna helps RAPS turn CRM from an end-of-day admin task into a natural part of field sales work. Reps can prepare in the car, capture meeting insights right after the visit and update SAP Sales Cloud before arriving at the next customer.
For RAPS, this means better CRM adoption, more complete visit reports, richer contact data and more reliable pipeline visibility.
Most importantly, Donna gives RAPS a practical way to innovate now: building the CRM foundation while making it easier for sales teams to actually use it.
“We had a tremendous response from the sales team. My sellers were begging me to never take this away again.” - Justus Kienert, CIO at RAPS
.jpeg)
Related cases
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.
.jpeg)
.jpeg)


.png)

