Donna
10 Case Studies
A Donna Case Study
DPG Media, a major media group, struggled with its field sales teams capturing insights from customer visits. Incomplete CRM data in Salesforce and time-consuming manual admin slowed follow-up and reduced sales visibility. The vendor Donna provided an AI assistant to help account managers capture conversations.
By implementing Donna, DPG Media enabled its reps to capture complete details by talking to the AI after meetings. Donna then automatically updated Salesforce and triggered follow-ups. This solution saved account managers up to 1.5 hours per week, doubled the quality of visit reports, and led to a significant increase in the number of new opportunities logged in the CRM.