Blog
Explore insightful articles, success stories, and valuable resources that highlight the transformative power of Donna in your sales journey.
Blog

Today, Mediafly and Donna are joining forces as partners to introduce a new, voice-first era of revenue enablement—one where sales teams don’t adapt to systems, but systems adapt to them. **Built on deep CRM integration—especially for SAP Sales Cloud V1 and V2 environments—this collaboration ensures everything connects seamlessly from day one.** Together, we are making CRM screenless.
Donna

Voice is becoming the new interface for work, and field sales is the perfect starting point. In a screen-hostile environment where reps spend most of their time on non-selling tasks, voice-first AI captures intent, eliminates admin, and improves revenue performance. The real opportunity isn’t better software, but reclaiming selling time and fixing CRM data at scale.
Donna

TL;DR Microsoft Dynamics 365 gives field sales teams a secure, mobile friendly CRM that centralizes account history, opportunities, and activities so reps can prepare fast, log visits, and keep managers aligned. The challenge is manual data entry during hectic days on the road, which leads to late or incomplete updates and weakens forecasting, coaching, and follow up quality. Use the Dynamics 365 mobile app, Outlook, and Teams to prepare for meetings, capture visit notes, and manage next steps in real time. Keep workflows simple with standardized stages, next step fields, and weekly pipeline reviews to maintain clean, consistent data. Layer proactive AI like Donna on top of Dynamics 365 to auto capture notes, update opportunities, and draft follow ups so reps cut admin and leaders gain reliable visibility.
Sales

TL;DR Modern field sales reps must manage complex buying groups across industries, which stretches cycles and creates heavy CRM admin. This article explains how to identify decision makers early, keep messages consistent across meetings, and maintain organized stakeholder maps without overwhelming reps on the road. Map economic, technical, legal, compliance, and end user roles early, then keep that map current in your CRM. Capture decisions, objections, and next steps immediately after each visit to avoid misalignment and lost trust. Use a simple, repeatable system for prep, note capture, and follow-up to improve CRM adoption and forecast accuracy. Automated, voice-driven assistants like Donna reduce manual admin, enrich data quality, and help field teams scale consistent stakeholder management.
Sales

TL;DR Field sales teams get the most from SAP Sales Cloud when data is complete, workflows are followed, and managers truly see a 360° view of customers. In reality, mobile data entry, long drives, and complex layouts keep reps from logging timely, accurate activity. SAP provides a unified customer view, standardized processes, and mobile access that support quoting, pricing, and pipeline visibility. Adoption gaps arise because typing notes on the go is slow, custom fields are tedious, and missed updates break automations. Donna, a proactive AI assistant for field sales, prepares meeting briefings, captures voice debriefs in the car, and creates SAP-ready updates automatically. Teams see sharply reduced admin time, much richer CRM data, and more reliable forecasting across industries like manufacturing, insurance, real estate, and healthcare. Leaders should evaluate SAP data quality and rep admin load, then consider pairing SAP with Donna to close adoption gaps, unlock full CRM value and increase sales effectiveness.
Sales
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.

