PTA IT Consulting and the Belgian AI company Donna are forming a partnership. Donna supports field sales teams with a proactive AI assistant. PTA brings industry expertise, long-standing customer relationships, and experience in process automation and system integration to the partnership.
An AI Assistant for Field Sales
Donna is a proactive AI assistant for field service teams that spend a lot of time visiting customers. The assistant prepares for customer appointments with concise briefings, logs conversations and visits, automatically updates the CRM system, and sends reminders for follow-up tasks. According to Donna, field service teams can reduce their administrative workload by up to 75 percent while simultaneously improving data quality and CRM adoption. Reference customers include ABB, Atlas Copco, and Puratos, among others.
Tools Meet Process Expertise
In this partnership, both sides complement each other: Donna provides the tool, while PTA ensures that it is integrated into the customers’ business processes. Through numerous CRM and sales projects—including those with Salesforce and Microsoft Dynamics 365—PTA has a detailed understanding of its customers’ sales processes. It handles the implementation of Donna, its integration into existing system landscapes, and the automation of related processes—from appointment preparation to follow-up orders. In doing so, both partners address a core issue in many CRM projects: acceptance only occurs when the system reduces the workload for field staff rather than requiring additional documentation.
“Finally, we can solve the core problem of many sales and service CRM projects: The CRM is seen as a welcome tool rather than a necessary evil. Instead of burdening field staff with documentation requirements, we provide them with targeted support in each specific customer situation and relieve them of key administrative tasks. To this end, we offer Donna, a proactive AI assistant,” says Dr. Frank Gredel, member of the executive board and partner manager at PTA.
“With PTA, we’re gaining a partner that has known the German market and its customers’ sales processes for decades. Donna demonstrates its value from day one, but it only reaches its full potential once it is seamlessly integrated into CRM systems and workflows. That’s exactly what PTA brings to the table,” says Nicolas Christiaen, CEO and founder of Donna.
Joint Projects Planned
In the coming months, both companies will implement their first joint client projects. A key focus will be on industries with products that require explanation and a strong field sales presence, such as insurance and life sciences. Interested companies can contact PTA to request a live demonstration of Donna .
