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Donna | AI Sales Assistant for CRM Updates, coaching & Field Sales Automation

Donna | AI Sales Assistant for CRM Updates, Coaching & Sales Automation

Overview

Donna is an AI sales assistant for field sales teams that automates CRM data entry, meeting notes, and follow-up emails directly in Salesforce. Teams save up to 75% of admin time, improve CRM data quality and adoption, and close up to 30% more deals.

See How Donna | AI Sales Assistant for CRM Updates, coaching & Field Sales Automation Works

Cut admin by up to 75%: automate CRM data entry, meeting notes, and follow-up emails. Talk to Donna after a meeting and she logs the notes, drafts the follow-up email, and creates the Salesforce opportunity or quote automatically.
Increase CRM adoption with AI-powered sales insights: track competitor moves, pricing objections, and recurring customer requests. Donna's voice AI captures every signal from sales calls and turns it into coaching data for sales managers.
Close up to 30% more deals with accurate sales forecasting: Donna preps each customer visit, suggests next best actions, and frees reps to fit in more meetings, a personal AI sales coach for every field sales rep.

Donna is an AI sales assistant for field sales teams that automates CRM data entry, meeting notes, and follow-up emails directly in Salesforce. Reps talk to her before and after every visit. She preps the meeting, captures it by voice, and writes clean notes, next steps and creates meeting notes, opportunities, straight into Salesforce. She will handle follow-up e-mails and coach you on overdue opportunities. She coaches reps on your playbook and turns field insights, from customer needs to competitor moves, into smart actions. eams save up to 75% of admin time, improve CRM data quality and adoption, and close up to 30% more deals. Integrates with Salesforce, SAP, Microsoft Dynamics 365, Outlook, and Google Calendar. Trusted by ABB, Atlas Copco, Ottobock…