Donna Eliminates Admin Burden for Field Sales Teams -

Guide

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How Donna works

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Conversation based

Guides you through your day

CRM & Integrations

Solves your admin burden

Note taking

Spotless notes from every meeting

Reporting insights

Gives 100% visibility into field sales

Coaching & Training

Coaches you to sell smarter

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Integrations

Connects to your tech stack

Security

Enterprise grade security

How Donna Works
Industries
Resources
Industries

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Consumer Packaged Goods

Healthcare & life sciences

Automate compliance tracking

Insurance

Real Estate

Automate site visits

Manufacturing

Automate data entry

Medical devices

Enhance device performance

Resources

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Blog

Insights helping field sales teams

Testimonials

Read customer success stories

Downloads

Tools to simplify and accelerate sales

Pricing
Company
Company

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About us

Who we are, hiring & team

Partners

Join our partner program

Book a demo

Blog

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

Blog

Donna and Mediafly are introducing the next era of revenue enablement through partnership

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.

May 7, 2026
5
min read
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Donna

The Rise of the Voice Operating Model and Why Field Sales is the Beachhead

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.

April 2, 2026
April 2, 2026
5
min read
Read more

Donna

Donna and Mediafly are introducing the next era of revenue enablement through partnership

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.

May 7, 2026
5
min read
Read more

Donna

The Rise of the Voice Operating Model and Why Field Sales is the Beachhead

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.

April 2, 2026
April 2, 2026
5
min read
Read more

Donna

Why Field Sales Reps Avoid CRM (And How Teams Can Fix It)

TL;DR Field sales reps are not avoiding CRM because they are lazy or resistant to change. They are working in environments that CRM systems were never designed for: cars, parking lots, and tightly packed days with back to back on site meetings. Manual data entry, clunky mobile workflows, and delayed updates create constant friction, so reps prioritize selling time over admin. This leads to missed follow ups, stalled deals, weak handovers, and unreliable forecasting. High performing teams simplify what needs to be logged, standardize short updates with clear next steps, and remove manual work. Tools like Donna keep CRM data current by capturing meetings and logging updates automatically, without adding admin to the rep’s day. If you are wondering why field sales reps avoid CRM, the answer lies in workflow mismatch. Most CRM systems are built for desk based work, where there is time to reflect, type, and clean up notes. Field sales happens in motion, between conversations and commutes, with no natural buffer to open a laptop or complete forms. When updating CRM consistently costs selling time, low adoption becomes a predictable outcome, not a behavioral failure.

May 13, 2026
5
min read
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CRM

The Benefits of Microsoft Dynamics 365 for Field Sales Teams

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.

May 7, 2026
8
min read
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Sales

Managing multiple decision makers as a field sales rep

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.

May 10, 2026
9
min read
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Sales

The benefits of SAP Sales & Service Cloud V1 & V2 for field sales teams

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.

May 14, 2026
11
min read
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Sales

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Discover how Donna can simplify life for field sales teams

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Trusted by 100+ orgs

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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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Donna, The only AI assistant for field sales
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