Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Donna | The only proactive AI Assistant for Field Sales
Donna, The Proactive AI Assistant for Field Sales
- Industries
- Consumer GoodsFinancial ServicesManufacturing
- Business Need
- SalesProductivity
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Donna is the only proactive AI assistant field sales teams crave—capturing every interaction, preparing meetings, and automating follow-ups. She slashes admin time by 75%, prepares teams better, and fuels CRM insights.


Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Listed On
- 07/30/2024
- Supported FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce MobileSupports Salesforce for iOS and Android.
- Lightning ReadyAgentforceMultiple CurrenciesSalesforce Mobile
- Languages
- English
Security
Additional Details
Sales teams are under pressure to do more with less—but field sales have been neglected for too long, left without the right tools to succeed. Meet Donna: the only proactive AI assistant that field sales teams truly crave, purpose-built to make their lives easier and deliver value from day one. In a world of tight resources and data overload, sales efficiency is everything. Donna captures every sales interaction without adding to your workload. Smarter, faster, and always available: from managing your to do’s and agenda to hyper-personalized briefings before meetings. Afterward, instead of juggling late-night follow-ups and CRM updates, she manages your sales operations. The result? Happier, better-trained sales teams, 75% less admin time, stronger CRM adoption and insights, leading to sharper execution.
Need help?
Dealside BV
For any questions or assistance with Donna, our support team is ready to help. We provide prompt and comprehensive support for setup, integration, and ongoing usage. We usually reply within 24 hours via email or phone.