Donna

Donna is an AI assistant tool that eliminates administrative burdens for field sales teams. It automates CRM updates, meeting note-taking, and follow-up email drafting to save time and boost sales conversion.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Non-technical

About

What is Donna?

Donna is an AI assistant specifically designed for field sales teams to streamline their daily operations and reduce administrative tasks. It proactively prepares sales reps for meetings by surfacing key insights and guides them through their day. The tool automates crucial post-meeting tasks such as updating CRMs, drafting follow-up emails, and taking spotless notes from every interaction. By providing 100% visibility into field sales activities and offering coaching to sell smarter, Donna helps teams save up to 75% of time spent on admin, leading to increased CRM adoption and higher sales conversion rates. It supports over 40 languages and integrates with major CRMs like Salesforce, SAP, and Microsoft Dynamics 365.

Best used for

Ideal for field sales reps who need to minimize time spent on administrative tasks, automate CRM updates, and ensure consistent follow-ups. Especially valuable for teams looking to increase CRM adoption, gain better insights into field sales activities, and boost overall sales conversion rates.

Common actions

automate sales admin

improve sales efficiency

manage CRM updates

draft sales emails

take meeting notes

Capabilities

Key features

Automatic CRM updates
Meeting note-taking
Follow-up email drafting
Sales coaching
Multi-language support
Meeting preparation
Field sales visibility

Target Audience

sales rep

Integrations

salesforcesapmicrosoft-dynamics-365outlookgoogle-calendar

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check askdonna.com for current pricing.

FAQs

How much time can sales reps save by using Donna?

Sales teams typically save up to 75% of their time on administrative tasks. By automating meeting preparation, note-taking, and CRM updates, Donna allows reps to focus more on customer interactions and closing deals, leading to increased productivity.

Does Donna integrate with customized CRM systems?

Yes, Donna is designed to work seamlessly with both standard and custom CRM objects and fields. Whether your CRM setup is simple or highly customized, Donna connects to keep all your data accurate and up to date without manual entry.

Is Donna compliant with data security and privacy regulations?

Yes, Donna is ISO 27001 certified and fully compliant with GDPR, CCPA, and SOC 2. All data is encrypted in transit and is never used to train AI models, ensuring high levels of security and privacy for your information.

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