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About

Donna is an AI assistant built specifically to support field sales teams by eliminating wasted time and helping them close more deals. It integrates seamlessly with major CRMs like Salesforce, SAP, and Microsoft Dynamics 365, syncing data automatically—even when teams use customized objects. Donna also connects to email and calendar tools such as Outlook, ensuring sales reps always know where they need to be next. With real-time insights and automated updates, it keeps workflows organized so field reps can stay focused on selling rather than admin tasks. Donna is backed by enterprise-grade security, including ISO 27001 certification and full GDPR, CCPA, and SOC 2 compliance. Trusted by more than 100 organizations and rated 4.9/5 on G2, Donna is engineered to simplify and optimize the day-to-day of field sales operations.

About

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Donna is ideal for field sales teams and sales-driven organizations seeking an AI assistant that automates admin work, syncs CRM activity, and boosts productivity in the field

Audience

Sales teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • The best thing for me that InsightSquared offers is how it presents the information, it is highly visual, with elegant graphics, easy to understand, full of important information, and from which you can get critical background information, in addition to using them in conjunction with their filters, understanding the behaviors of our customers and representatives allows us to make the best decisions.
  • It is an incredible resource to measure the sales performance of our business; it is intuitive, easy to use, and integrates well with our CRM tool. It is a robust tool, provides varied functions and analytics to have a clear and real-time perception of our business in terms of sales effectiveness.
  • Excellent tool to collect data regarding sales, a tool that allows you to keep track of the averages and percentages relating to sales, facilitates you to carry out the process in a fast and productive way. Thanks to its helpful knowledge, it guarantees employees the opportunity to know their numbers and thus be able to make decisions that help improve their productivity.

Cons

  • It is not so intuitive to use; it has a learning curve that requires a good study of the software. The best thing to do is not be too ambitious as you start to adapt to the program, start giving basic information, understand how to use it, and give more detailed information.
  • Only its learning curve, being a software so loaded with functions, the familiarization with it usually takes a little more time. However, it is worth the time and energy to invest.
  • It has a high cost at the beginning of using the tool, which hinders organizations from incorporating it in their activities; the platform is not as effective as you expect it to be.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Donna
Founded: 2024
Belgium
www.askdonna.com

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Alternatives

DocStyle

DocStyle

DocStyle LLC

Alternatives

Siro

Siro

Siro.ai

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Salesforce
Adobe Marketo Engage
Bullhorn
Datawarehouse.io
Desktop.com
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Kayako
LinkedIn Sales Navigator
Microsoft Dynamics 365
Microsoft Outlook
Rivery
SAP CRM
Zendesk

Integrations

Salesforce
Adobe Marketo Engage
Bullhorn
Datawarehouse.io
Desktop.com
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Kayako
LinkedIn Sales Navigator
Microsoft Dynamics 365
Microsoft Outlook
Rivery
SAP CRM
Zendesk
Claim Donna and update features and information
Claim Donna and update features and information
Claim InsightSquared and update features and information
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