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 Field sales reps lose hours to manual prep, note taking, and digging through CRM updates, which slows cycles and weakens data quality. This article shows how to automate every stage of the meeting lifecycle with a proactive AI assistant embedded in your CRM so reps sell more and log more, without extra tools or evening admin. Pre-meeting: Auto-generate briefings, manage agendas, and priorities from CRM, email, and calendar in minutes, hands free. During: Capture objections, signals, commitments, and next steps in real time, mapped into the right CRM fields. Post-meeting: Turn conversations into structured notes, pipeline updates, tasks, and drafted follow-up emails by default. Outcomes: Around 75% less admin, 6–10x more CRM data, cleaner reporting, stronger coaching, and higher conversion. Use these principles to eliminate sales admin, increase data quality, and build a continuous, automated loop from preparation through follow-up.
Sales
Donna launches a deep integration with SAP Sales & Service Cloud that lets field sales teams update CRM hands-free via voice and AI, eliminating admin work and improving performance. The result: up to 75% less admin, 10× higher CRM adoption, and +20% conversion rates, all while sales reps stay focused on customers instead of screens.
Donna
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Field reps can keep Salesforce accurate without sacrificing selling time by shifting to fast, mobile-first updates, simple habits, and targeted automation. The goal is not perfect notes, it is about having all sales interactions captured in your CRM so that deals keep moving and managers are informed. - Use Salesforce mobile, quick actions, and offline mode to update records in seconds between meetings, not at night. - Standardize on minimal fields and patterns, like stage, close date, amount, and next step, plus one task per visit. - Rely on weekly pipeline reviews, regular cleanup of stale opportunities, and Salesforce as your single source of truth for prep. - Adopt tools like Donna to capture meeting notes, log activities, update opportunities, be better prepared for meetings and draft follow-ups automatically. Using Donna, can reduce admin by around 75 percent so field reps spend more time selling and less time typing.
CRM
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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.
