Consistent and insightful reports for Santens
Overview
The Challenge
Santens’ field sales reps struggled with low-quality visit reports and inconsistent data capture. Preparing for meetings took too much time, and follow-up actions were easily lost. With limited confidence in their CRM readiness, the team questioned whether adopting (or re-adopting) a CRM would even deliver value.
The Solution
Santens introduced Donna as the first step – even before integrating with CRM. Reps began engaging with Donna immediately, guided by a simple playbook that was refined over time. The team also tailored Donna with their own product and terminology, ensuring more accurate insights and a natural fit with their way of selling.
The Impact
Reps reported saving hours each week simply by talking to Donna. Visit reports became consistently higher quality, enabling richer pre-meeting briefings and stronger follow-up. Word spread internally: colleagues hearing about the improved data and time savings wanted access too, accelerating adoption across the sales team.
Related cases
"We’ve seen a significant increase in the number of opportunities entered into our CRM"
Services
“Sales Reps quickly recognized the benefits from the time saved on admin.”
Manufacturing
“Donna is evolving with us. It’s a true partnership focused on helping our sales reps perform better every day.”
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Manufacturing
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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.