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Donna

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

By Dealside BV

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
Listed since
2024

About Donna

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

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…

Highlights

  • 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.

Screenshots and videos

Donna is helping field teams 24/7 with coaching and sales admin

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Donna is helping field teams 24/7 with coaching and sales admin

Pricing

Paid.

More information is available here: https://www.askdonna.com/pricing

Compatibility

Works with
  • Sales Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on July 24, 2024
Industries
  • Consumer Goods
  • Healthcare & Life Sciences
  • Manufacturing
Languages
  • English