Blog
Explore insightful articles, success stories, and valuable resources that highlight the transformative power of Donna in your sales journey.
Blog
MIT research shows 95% of enterprise AI pilots fail, not because the technology isn't ready, but because of people, process, and mindset. AI doesn't behave like SaaS: there's no fixed interface and no one-off go-live, so the classic pilot playbook sets projects up to stall. The companies that do reach production with measurable value share six habits: a clear process with a clear expected output, stakeholder alignment before kickoff, real AI skills in-house or through a partner, incentives that reward the new way of working, resources for iteration rather than just the launch, and an action plan built around early wins. Do it right and the payoff is real, our customers see up to 75% less admin time, 10× more insights captured in the CRM, and up to 20% higher sales conversion.
Donna
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
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.
CRM
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
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
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FAQs
Got questions? Donna got answers. Here’s what field sales teams ask most.
Is it legal to record online and offline customer conversations with Donna?
Yes, in most cases, as long as the applicable notice and consent requirements are followed. Recording laws vary by jurisdiction, so the key principle is to be transparent with participants and obtain consent where required. Donna includes controls to support this.
How does Donna use AI?
Donna combines different AI models to deliver a seamless experience, allowing users to text Donna, call Donna, or send voice notes. Donna uses AI to transcribe meeting recordings, help prepare meetings, generate summaries, capture and surface insights and propose or automatically perform actions such as updating the CRM, scheduling a follow-up meeting, or preparing a follow-up email.
Is customer data used for AI model training?
No. Customer data is never used to train or improve our or third-party AI models.
What is Donna and how does she help field sales teams?
Donna is a proactive AI assistant for field teams 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.
