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Donna

Donna

AI assistant for field sales teams that prepares meeting briefs, captures conversations, drafts follow-ups, and updates CRM records through voice, notes, or chat.

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Donna is a voice-first AI assistant designed for field sales teams. It helps sales representatives prepare for customer meetings, capture notes from calls and in-person conversations, organize key takeaways, and create follow-up actions without relying on manual data entry. Donna is built to reduce sales administration and help teams maintain more consistent, structured customer information. (askdonna.com)

The platform integrates with popular CRM, email, and calendar tools, including Salesforce, SAP Sales Cloud, Microsoft Dynamics 365, Outlook, Google Calendar, and HubSpot. It can update contacts and opportunities, support quote preparation, draft follow-up emails, and work with custom CRM objects and fields. Donna also provides proactive sales meeting briefings and helps field sales representatives keep CRM records up to date while working on the go. The service includes enterprise-focused security and states compliance with ISO 27001, GDPR, CCPA, and SOC 2 requirements. (askdonna.com)

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