The AI Reports

Dooly

What is Dooly?

Dooly is a tool designed to enhance CRM hygiene and streamline sales processes for revenue teams. By automating admin tasks and sync activities with Salesforce, this tool saves users time and improves workflow. Dooly integrates with various applications and platforms, ensuring flexibility in its deployment.

Features like note-taking, deal management, and integration with Salesforce make Dooly valuable for sales teams. Its templates and playbooks provide structured guidance during sales calls, aiding in consistent and effective customer interactions.

The provision of customizable views and metrics for deal tracking distinguishes Dooly in managing sales pipelines. Its comprehensive approach to sales enablement assists teams in maximizing their sales efforts and closing deals more efficiently.

Dooly use cases

  1. An account executive using Dooly to streamline updating Salesforce records during sales calls.
  2. A sales leader creating custom templates in Dooly for team-wide engagement and productivity.
  3. A sales enablement professional utilizing playbooks to guide sales calls and improve win rates.
  4. A revenue operations specialist integrating Dooly with their tech stack for seamless sales process management.
  5. A customer success manager leveraging Dooly for capturing client interactions and ensuring team alignment.

Dooly functionalities

  • Automate Syncing: Saves hours on admin work.
  • Customizable Templates: Streamlines call preparation.
  • Real-time Playbooks: Enhances customer interaction.
  • Pipeline Management: Provides centralized deal insights.

Pros and Cons

Pros

  • Streamlines Salesforce updates and data management.
  • Customizable templates and playbooks for various roles.
  • Improves team collaboration with shared notes and templates.
  • Supports a wide range of integrations with popular tools.

Cons

  • Limited to Salesforce integration for some features.
  • May have a learning curve for new users.
  • Dependency on third-party platforms for full functionality.
  • Potential for feature overload can overwhelm some users.

Dooly pricing

Feature nameFreeGrowthPremier
Monthly price$0 per user$30 per user$65 per user
Note History14 daysFull notes historyFull notes history
Custom Note TemplatesBasicUnlimitedUnlimited
Pipeline CustomizationBasicBasic customization (unlimited columns, 2 filters)Advanced customization and filters
PlaybooksUnlimitedUnlimited
IntegrationsBasic (Salesforce, Google Calendar, Outlook)Extended (Slack, Guru, Google Drive)Full (Slack, Guru, Google Drive, Gong)

Dooly reviews

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Dooly FAQ

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About the author

M. Kooiker

M. Kooiker

As an experienced online marketeer with a longstanding interest in AI, I've immersed myself in the latest AI advancements in recent years. Passionate about innovation, I actively test AI tools and dedicate myself to guiding users in selecting the right technology. My mission is to connect people with cutting-edge AI solutions.