Donna
10 Case Studies
A Donna Case Study
DPG Media, a major media group, faced a challenge where its field sales teams struggled with incomplete CRM data and time-consuming administrative work after customer visits. Important insights were often missing from Salesforce, which slowed down follow-ups and reduced sales visibility. This inefficiency wasted selling time and hindered CRM adoption. To address this, they implemented Donna, an AI-powered conversation capture tool from the vendor Donna.
The solution involved using Donna to allow account managers to capture complete conversations by simply talking via phone or voice note immediately after meetings. Donna then automatically updated Salesforce, triggered follow-up tasks, and drafted post-meeting emails. This implementation saved account managers up to 1.5 hours per week, drove a 175% increase in the average visit report score, and led to a significant increase in the number of opportunities logged in the CRM, ultimately resulting in more deals and revenue for DPG Media.