Dooly
- Last updated: 24 Nov 2024
What is Dooly?
Dooly is designed to assist you with managing sales processes efficiently. It connects your CRM with other tools like Salesforce, allowing you to keep your data accurate and up-to-date without hassle. Using insights powered by AI, it suggests actionable steps for sales deals, ensuring you can focus more on selling rather than updating records.
The platform centralizes deal information and streamlines communication across teams, supporting a cohesive sales strategy. With features like customizable templates and automated updates, Dooly reduces the manual work involved in maintaining CRM hygiene. This integrated approach helps in aligning your team with consistent sales procedures.
Dooly supports multiple sales roles by offering a robust workspace that integrates with widely used communications platforms such as Slack and Gong. It seeks to optimize your sales operations and aims to improve deal management and forecasting accuracy, enhancing the overall efficiency of your sales cycles.
Dooly use cases
- If you are a sales leader who needs to streamline CRM data management.
- If you’re an account executive focusing on improving deal closing rates through standardized processes.
- If you are in revenue operations looking to enhance team collaboration during deal reviews.
- If you’re part of a customer success team managing account handoffs and renewals efficiently.
- If your sales enablement strategy focuses on reducing admin work to boost sales productivity.
Dooly functionalities
- Maintain CRM hygiene: Keeps data accurate and up-to-date.
- Streamline communications: Syncs with Slack for deal updates.
- Automate note syncing: Integrates directly with Salesforce.
- Customize sales templates: Offers tailored templates for sales stages.
Dooly review summary
Pros
Dooly is praised for seamlessly integrating with Salesforce, offering efficient note-taking, and saving users significant time. Many appreciate the ease of use, custom note templates, and syncing capabilities, which enhance productivity and ensure accurate CRM updates.
Cons
Some users experience minor issues with Dooly's collaboration features, search functions, and lag during use. Suggestions for improvement include better formatting options, enhanced onboarding, and increased customization of views.
Salesforce Integration
Dooly seamlessly integrates with Salesforce, making it easy to update records without switching platforms.
Limited Collaboration
Dooly lacks real-time collaboration features, hindering team-sharing capabilities.
The integration with Salesforce and the ability to generate notes that populate in the appropriate fields saves me hours of time at work.
It’s not possible for multiple team members to leverage in the moment and share ideas (like gdocs).
Time-Saving Features
Users highlight Dooly's efficiency in updating Salesforce, reducing manual entry, and saving time.
Formatting and View Customization
Some users desire better formatting options and customizable views.
Dooly makes it extremely easy to update my pipeline quickly. Typically this is a total pain in SFDC since you have to update your opportunities one by one.
Dooly needs more formatting options, like the ability to colour, highlight, and underline text.
Ease of Use
Many find Dooly user-friendly, with intuitive interfaces that streamline workflow.
Performance and Speed
Users report occasional lag and performance issues, especially with the Mac app.
Love how easy it is to use and how Dooly integrates with so many of our other tools.
The Mac app is not the most stable and is sometimes slow to respond.
Custom Note Templates
The ability to create custom note templates is a feature that users find particularly useful for staying organized and efficient.
Learning Curve
New users might find Dooly initially challenging to navigate without proper training.
The ability to make custom note templates.
Using Dooly for the first time was a little challenging. I found the UI to not be super intuitive but learned quickly with usage.
Automatic Syncing and Updates
Dooly automatically syncs notes and updates Salesforce, minimizing duplicate work.
Search Function Limitations
The search functionality is limited, making it difficult to find notes and trends.
I love how it all syncs automatically to Salesforce and I can run analytics on these syncs.
We are unable to search by keyword in Dooly notes for trends and insights.
Pros
Dooly is praised for seamlessly integrating with Salesforce, offering efficient note-taking, and saving users significant time. Many appreciate the ease of use, custom note templates, and syncing capabilities, which enhance productivity and ensure accurate CRM updates.
Salesforce Integration
Dooly seamlessly integrates with Salesforce, making it easy to update records without switching platforms.
The integration with Salesforce and the ability to generate notes that populate in the appropriate fields saves me hours of time at work.
Time-Saving Features
Users highlight Dooly's efficiency in updating Salesforce, reducing manual entry, and saving time.
Dooly makes it extremely easy to update my pipeline quickly. Typically this is a total pain in SFDC since you have to update your opportunities one by one.
Ease of Use
Many find Dooly user-friendly, with intuitive interfaces that streamline workflow.
Love how easy it is to use and how Dooly integrates with so many of our other tools.
Custom Note Templates
The ability to create custom note templates is a feature that users find particularly useful for staying organized and efficient.
The ability to make custom note templates.
Automatic Syncing and Updates
Dooly automatically syncs notes and updates Salesforce, minimizing duplicate work.
I love how it all syncs automatically to Salesforce and I can run analytics on these syncs.
Cons
Some users experience minor issues with Dooly's collaboration features, search functions, and lag during use. Suggestions for improvement include better formatting options, enhanced onboarding, and increased customization of views.
Limited Collaboration
Dooly lacks real-time collaboration features, hindering team-sharing capabilities.
It’s not possible for multiple team members to leverage in the moment and share ideas (like gdocs).
Formatting and View Customization
Some users desire better formatting options and customizable views.
Dooly needs more formatting options, like the ability to colour, highlight, and underline text.
Performance and Speed
Users report occasional lag and performance issues, especially with the Mac app.
The Mac app is not the most stable and is sometimes slow to respond.
Learning Curve
New users might find Dooly initially challenging to navigate without proper training.
Using Dooly for the first time was a little challenging. I found the UI to not be super intuitive but learned quickly with usage.
Search Function Limitations
The search functionality is limited, making it difficult to find notes and trends.
We are unable to search by keyword in Dooly notes for trends and insights.
Dooly user reviews
Great note taking tool for Sales &a...
What do you like best about Dooly?
- The ability to make custom note templates
- The link directly to SalesForce
- The Chrome extension...
- The ability to make custom note templates
- The link directly to SalesForce
- The Chrome extension...
What do you like best about Dooly?
– The ability to make custom note templates
– The link directly to SalesForce
– The Chrome extension allowing you to access Dooly from your calendar
– Auto Save Notes Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Honestly, nothing. It does exactly what I need it to do consistently and is far better than the alternative of manually entering notes. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
I’ve always struggled with trying to take notes while on a customer call. Dooly allows me to create note templates and organize my notes, which helps me to save time entering them. It also auto saves and syncs to Salesforce so I don’t need to do double entry. Review collected by and hosted on G2.com.
– The ability to make custom note templates
– The link directly to SalesForce
– The Chrome extension allowing you to access Dooly from your calendar
– Auto Save Notes Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Honestly, nothing. It does exactly what I need it to do consistently and is far better than the alternative of manually entering notes. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
I’ve always struggled with trying to take notes while on a customer call. Dooly allows me to create note templates and organize my notes, which helps me to save time entering them. It also auto saves and syncs to Salesforce so I don’t need to do double entry. Review collected by and hosted on G2.com.
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"Daily Dolly User"
Pros:
It’s incredibly easy to use and syncs right into the appropriate spots in Salesforce which has reduced a great de...
Pros:
It’s incredibly easy to use and syncs right into the appropriate spots in Salesforce which has reduced a great de...
“Daily Dolly User”
Pros:
It’s incredibly easy to use and syncs right into the appropriate spots in Salesforce which has reduced a great deal of time in my end. Additionally it’s great for providing new/green reps with custom templates and recommends comments when key words are identified.
Cons:
It’s not possible for multiple team members to leverage in the moment and share ideas (like gdocs)
Alternatives Considered:
Evernote Teams
Switched From:
Evernote Teams
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review and feedback! Note collaboration is something we’re exploring. In the meantime, try @name in a Dooly note to start a Slack conversation for that record.
Pros:
It’s incredibly easy to use and syncs right into the appropriate spots in Salesforce which has reduced a great deal of time in my end. Additionally it’s great for providing new/green reps with custom templates and recommends comments when key words are identified.
Cons:
It’s not possible for multiple team members to leverage in the moment and share ideas (like gdocs)
Alternatives Considered:
Evernote Teams
Switched From:
Evernote Teams
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review and feedback! Note collaboration is something we’re exploring. In the meantime, try @name in a Dooly note to start a Slack conversation for that record.
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"Dooly Saves Companies"
Overall:
Please read above!
Pros:
Let's face it. In this day and age, staying at a company for longer than...
Overall:
Please read above!
Pros:
Let's face it. In this day and age, staying at a company for longer than...
“Dooly Saves Companies”
Overall:
Please read above!
Pros:
Let’s face it. In this day and age, staying at a company for longer than 2-3 years is unheard of – especially for the millennial generation, also known as the Burn Out generation. Changing jobs, leaving accounts and customers behind is normal. It’s part of the new cycle of career life. But with this comes customers and accounts changing hands frequently to the point of frustration for your clients and the new Account Manager taking over who has no idea what the customer cares about, who their kids are or what they did for the weekend – all important information to ensure renewal, expansion and prevention of churn. In enters Dooly. The tool that allows team members to seamlessly sync their calendar and their CRM of choice with a note taking platform that allows you to clearly indicate who attended, when the meeting took place and use templates to help guide the conversation and record important information fo the next Account Manager. Dooly is a lifesaver – it helps us set up team members for success, synchronize and consolidate all meeting notes for one customer in one flowing document and therefore keep customers happy by always being able to speak to their needs.
Cons:
I have no negative or constructive feedback. I love Dooly. Get me a t-shirt please.
Vendor Response
By Dooly Research on February 26, 2020
Thanks so much for the review! Happy to hear that Dooly is helping your team with CSM transitions and always having account info at your fingertips.
Overall:
Please read above!
Pros:
Let’s face it. In this day and age, staying at a company for longer than 2-3 years is unheard of – especially for the millennial generation, also known as the Burn Out generation. Changing jobs, leaving accounts and customers behind is normal. It’s part of the new cycle of career life. But with this comes customers and accounts changing hands frequently to the point of frustration for your clients and the new Account Manager taking over who has no idea what the customer cares about, who their kids are or what they did for the weekend – all important information to ensure renewal, expansion and prevention of churn. In enters Dooly. The tool that allows team members to seamlessly sync their calendar and their CRM of choice with a note taking platform that allows you to clearly indicate who attended, when the meeting took place and use templates to help guide the conversation and record important information fo the next Account Manager. Dooly is a lifesaver – it helps us set up team members for success, synchronize and consolidate all meeting notes for one customer in one flowing document and therefore keep customers happy by always being able to speak to their needs.
Cons:
I have no negative or constructive feedback. I love Dooly. Get me a t-shirt please.
Vendor Response
By Dooly Research on February 26, 2020
Thanks so much for the review! Happy to hear that Dooly is helping your team with CSM transitions and always having account info at your fingertips.
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"Great place to find all your notes"
Pros:
I love how I can see all the notes across my accounts, opportunities, and contacts in one place. ...
Pros:
I love how I can see all the notes across my accounts, opportunities, and contacts in one place. ...
“Great place to find all your notes”
Pros:
I love how I can see all the notes across my accounts, opportunities, and contacts in one place. I love how it all syncs automatically to Salesforce and I can run analytics on these syncs. I love the integrations and the ability to update Salesforce fields automatically from the Dooly note.
Cons:
Dooly needs more formatting options, like the ability to colour, highlight, and underline text. When you insert a contact field into the notes, it does not give you the ability to see their phone number or title. It only returns back their name and email. Return back the title at the minimum so I don’t have to go back to SF or my other notes to check back. If you have a meeting event and open a note for that meeting, it shows you the attendees but it doesn’t give you the ability to check off and take attendance (e.g. some people don’t show up and your attendee list is not accurate in the end).
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review! A few comments back … I’ve submitted this feedback to our product team: more formatting options and checking off attendance (love this one!!). When you add a contact, if you want additional fields to fill in, just need to create those as dependencies in Salesforce or send us the list you’d like. Keep the feedback coming!
Pros:
I love how I can see all the notes across my accounts, opportunities, and contacts in one place. I love how it all syncs automatically to Salesforce and I can run analytics on these syncs. I love the integrations and the ability to update Salesforce fields automatically from the Dooly note.
Cons:
Dooly needs more formatting options, like the ability to colour, highlight, and underline text. When you insert a contact field into the notes, it does not give you the ability to see their phone number or title. It only returns back their name and email. Return back the title at the minimum so I don’t have to go back to SF or my other notes to check back. If you have a meeting event and open a note for that meeting, it shows you the attendees but it doesn’t give you the ability to check off and take attendance (e.g. some people don’t show up and your attendee list is not accurate in the end).
Vendor Response
By Dooly Research on February 26, 2020
Thank you for the review! A few comments back … I’ve submitted this feedback to our product team: more formatting options and checking off attendance (love this one!!). When you add a contact, if you want additional fields to fill in, just need to create those as dependencies in Salesforce or send us the list you’d like. Keep the feedback coming!
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"Reducing Salesforce Noise & Focussing On Work"
Pros:
- I never have to go into our Salesforce UI as part of my day to day any more. I'm...
Pros:
- I never have to go into our Salesforce UI as part of my day to day any more. I'm...
“Reducing Salesforce Noise & Focussing On Work”
Pros:
– I never have to go into our Salesforce UI as part of my day to day any more. I’m submitting all my account notes and activities through Dooly these days! – I really love the rich formatting options for account notes. Trying to create readable notes in Salesforce makes my heart sad. – It’s a real time saver! The dynamic templates to push data into Salesforce are awesome. I also used to spend so much time scrolling huge pages to find a tiny ‘save’ button and navigating Salesforces UI in general. – It’s connected to my calendar! Makes it easy to retrospectively update notes from the day.
Cons:
Honestly I’m just so happy to be using Dooly I might be blind to the downsides but I have yet to find them. I have nothing bad to say. I found a minor UI bug one time in months of usage- I reached out and they had it fixed within a few minutes which is crazy. Can’t wait to see where this product goes.
Vendor Response
By Dooly Research on February 26, 2020
So happy to hear that we’re reducing the Salesforce noise for you! Do let us know if you find anything else we need to fix.
Pros:
– I never have to go into our Salesforce UI as part of my day to day any more. I’m submitting all my account notes and activities through Dooly these days! – I really love the rich formatting options for account notes. Trying to create readable notes in Salesforce makes my heart sad. – It’s a real time saver! The dynamic templates to push data into Salesforce are awesome. I also used to spend so much time scrolling huge pages to find a tiny ‘save’ button and navigating Salesforces UI in general. – It’s connected to my calendar! Makes it easy to retrospectively update notes from the day.
Cons:
Honestly I’m just so happy to be using Dooly I might be blind to the downsides but I have yet to find them. I have nothing bad to say. I found a minor UI bug one time in months of usage- I reached out and they had it fixed within a few minutes which is crazy. Can’t wait to see where this product goes.
Vendor Response
By Dooly Research on February 26, 2020
So happy to hear that we’re reducing the Salesforce noise for you! Do let us know if you find anything else we need to fix.
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"Review of Dooly software!!"
Overall:
Dooly has been fantastic overall. It's saved me so much time from updating my notes. Easily worth the ...
Overall:
Dooly has been fantastic overall. It's saved me so much time from updating my notes. Easily worth the ...
“Review of Dooly software!!”
Overall:
Dooly has been fantastic overall. It’s saved me so much time from updating my notes. Easily worth the investment. Allows me to focus more time on the tasks that are important.
Pros:
I love how easy it is to fix my next steps and clean up my opportunities so nothing falls through the cracks. I also LOVE that it syncs with Salesforce
Cons:
I wish there was a way to forecast my opportunities of customers that are churning/downgrading and have that sync back to Salesforce. Dooly doesn’t appear to let me put negative values for ARR so my forecasts aren’t as accurate. I typically put $1 as a placeholder to denote this opp will be a downgrade.
Vendor Response
By Dooly Research on May 12, 2020
Thank you for the review! That’s interesting feedback about the need for using negatives in your ARR field. I’ll log this and see if it’s something we can do on our side or whether it needs to be updated as an option to include full range of integers on the Salesforce side.
Overall:
Dooly has been fantastic overall. It’s saved me so much time from updating my notes. Easily worth the investment. Allows me to focus more time on the tasks that are important.
Pros:
I love how easy it is to fix my next steps and clean up my opportunities so nothing falls through the cracks. I also LOVE that it syncs with Salesforce
Cons:
I wish there was a way to forecast my opportunities of customers that are churning/downgrading and have that sync back to Salesforce. Dooly doesn’t appear to let me put negative values for ARR so my forecasts aren’t as accurate. I typically put $1 as a placeholder to denote this opp will be a downgrade.
Vendor Response
By Dooly Research on May 12, 2020
Thank you for the review! That’s interesting feedback about the need for using negatives in your ARR field. I’ll log this and see if it’s something we can do on our side or whether it needs to be updated as an option to include full range of integers on the Salesforce side.
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Huge time saver for high velocity s...
What do you like best about Dooly?
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel...
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel...
What do you like best about Dooly?
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel. Field had to be updated independently and I have to navigate from account to account. Dooly makes it super easy to instantly update Salesforce fields for multiple accounts at once in as few clicks as possible. The ease of use has actually translated to more detailed notes and more success on deals. I’m not forgetting to update accounts/opps simply because I dread the process. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Using Dooly for the first time was a little challenging. I found the UI to not be super intuitive but learned quickly with usage. Getting templates created and saved was the most challenging part but not a real headache once you get the hang of it. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Dooly solves for the super time consuming process of updating accounts/opps in Salesforce. One screen to update multiple relevant fields in an acocunt is a huge time saver. Review collected by and hosted on G2.com.
Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel. Field had to be updated independently and I have to navigate from account to account. Dooly makes it super easy to instantly update Salesforce fields for multiple accounts at once in as few clicks as possible. The ease of use has actually translated to more detailed notes and more success on deals. I’m not forgetting to update accounts/opps simply because I dread the process. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Using Dooly for the first time was a little challenging. I found the UI to not be super intuitive but learned quickly with usage. Getting templates created and saved was the most challenging part but not a real headache once you get the hang of it. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Dooly solves for the super time consuming process of updating accounts/opps in Salesforce. One screen to update multiple relevant fields in an acocunt is a huge time saver. Review collected by and hosted on G2.com.
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Dooly - a way to save time and head...
What do you like best about Dooly?
Dooly is allowing me as a sales rep to quickly make updates to salesforce that everyone is always asked to be ...
Dooly is allowing me as a sales rep to quickly make updates to salesforce that everyone is always asked to be ...
What do you like best about Dooly?
Dooly is allowing me as a sales rep to quickly make updates to salesforce that everyone is always asked to be doing. It allows for quick edits at scale to ensure that all of your managers requests are being addressed ASAP! Super easy to use and the integration is seamless. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
A small learning curve but anyone that uses it gets the hang of it pretty quickly Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Quickly gives me insights into whatever I’m drilling into and allowing me to make quick and easy edits to close dates, sales stages, etc. Review collected by and hosted on G2.com.
Dooly is allowing me as a sales rep to quickly make updates to salesforce that everyone is always asked to be doing. It allows for quick edits at scale to ensure that all of your managers requests are being addressed ASAP! Super easy to use and the integration is seamless. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
A small learning curve but anyone that uses it gets the hang of it pretty quickly Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
Quickly gives me insights into whatever I’m drilling into and allowing me to make quick and easy edits to close dates, sales stages, etc. Review collected by and hosted on G2.com.
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It's not just for Sales notes
What do you like best about Dooly?
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer's ...
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer's ...
What do you like best about Dooly?
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer’s lifecycle. There are a lot of great features about Dooly. But if I had to pick my favourite, I love how it syncs nicely with Salesforce, making the Pipeline tool more than just a dashboard for potential sales opportunities. CS employees, such as Implementation Managers and Customer Success Managers, can leverage the Pipeline tool to review customer accounts and opportunities and make necessary edits to synced Salesforce fields (as long as they have the right permissions). Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Two focus areas I recommend for Dooly:
1. The Pipeline tool’s dashboard views cannot be tiered. It would be nice if we can group information and create multi- (or at least 2-tiered) views. For example, if I want to view my global contacts list, I’d like to be able to group them by Accounts so it looks more organized and presentable. Currently, my global contacts list is in alphabetical order and I cannot organize them by Account. That said, I am able to filter for the Account I need, so it’s not too bad.
2. Regarding the CS teams, the Notes tool can be a bit challenging without more restrictive permission settings. Currently, every user is able to create and globally share their templates within the organization. This is problematic for a company with hundreds of users in Dooly. We cannot afford to have employees create rogue templates and stray from the Procore Standard and brand. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
1. The ability to share information across teams throughout a customer’s lifecycle.
2. Better visibility on customer notes.
3. Easier to locate and access information.
4. Reducing the risk of asking the same questions to a customer. Review collected by and hosted on G2.com.
Dooly can also be a powerful tool for CS teams. It can share information across teams throughout a customer’s lifecycle. There are a lot of great features about Dooly. But if I had to pick my favourite, I love how it syncs nicely with Salesforce, making the Pipeline tool more than just a dashboard for potential sales opportunities. CS employees, such as Implementation Managers and Customer Success Managers, can leverage the Pipeline tool to review customer accounts and opportunities and make necessary edits to synced Salesforce fields (as long as they have the right permissions). Review collected by and hosted on G2.com.
What do you dislike about Dooly?
Two focus areas I recommend for Dooly:
1. The Pipeline tool’s dashboard views cannot be tiered. It would be nice if we can group information and create multi- (or at least 2-tiered) views. For example, if I want to view my global contacts list, I’d like to be able to group them by Accounts so it looks more organized and presentable. Currently, my global contacts list is in alphabetical order and I cannot organize them by Account. That said, I am able to filter for the Account I need, so it’s not too bad.
2. Regarding the CS teams, the Notes tool can be a bit challenging without more restrictive permission settings. Currently, every user is able to create and globally share their templates within the organization. This is problematic for a company with hundreds of users in Dooly. We cannot afford to have employees create rogue templates and stray from the Procore Standard and brand. Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
1. The ability to share information across teams throughout a customer’s lifecycle.
2. Better visibility on customer notes.
3. Easier to locate and access information.
4. Reducing the risk of asking the same questions to a customer. Review collected by and hosted on G2.com.
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Get Sales Organised with Dooly
What do you like best about Dooly?
How easy it is to set up views for all of my accounts and opportunities, giving me a clear overview of where e...
How easy it is to set up views for all of my accounts and opportunities, giving me a clear overview of where e...
What do you like best about Dooly?
How easy it is to set up views for all of my accounts and opportunities, giving me a clear overview of where everything is at. This allows me to prioritise effectively. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
The only downside for me is that my company does not use Dooly so I am limited in the features I have :(
The other thing is maybe when you first sign up for Dooly, there could be a clear walk through of how to get set up effectively. It can be daunting as there a bit to it! Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
It is solving the problem of me not being able to have a clear overview of my accounts and opportunities. SFDC can be tough to configure the reports and views you want. This makes it eaiser and syncs nicely with SFDC! Review collected by and hosted on G2.com.
How easy it is to set up views for all of my accounts and opportunities, giving me a clear overview of where everything is at. This allows me to prioritise effectively. Review collected by and hosted on G2.com.
What do you dislike about Dooly?
The only downside for me is that my company does not use Dooly so I am limited in the features I have :(
The other thing is maybe when you first sign up for Dooly, there could be a clear walk through of how to get set up effectively. It can be daunting as there a bit to it! Review collected by and hosted on G2.com.
What problems is Dooly solving and how is that benefiting you?
It is solving the problem of me not being able to have a clear overview of my accounts and opportunities. SFDC can be tough to configure the reports and views you want. This makes it eaiser and syncs nicely with SFDC! Review collected by and hosted on G2.com.
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Overall
Dooly proves to be an effective tool for sales teams looking to optimize their relationship with Salesforce. It offers notable features like seamless Salesforce integration, custom note templates, and time-saving functions, making it an attractive choice for enhancing productivity. While most people appreciate its intuitive design and syncing capabilities, some note a steep initial learning curve and desire more advanced formatting and collaboration options. You might also experience occasional performance hiccups. Be prepared for these minor issues if you choose Dooly, but overall, it receives a positive sentiment from users.
Dooly pricing
The service offers three pricing plans that cater to different needs and levels of access. Each plan includes distinct features and capabilities to help you manage sales cycles and optimize workflows. Here is a breakdown of the pricing and key features of each plan:
| Feature | Free | Growth | Premier |
|---|---|---|---|
| Price per User | $0 | $30 | $65 |
| Note History | 14 days | Unlimited | Unlimited |
| Custom Note Templates | Basic Templates | Unlimited | Unlimited |
| Pipeline Customization | Basic | Unlimited Columns, 2 Filters | Advanced Filters |
| Integrations | Salesforce, Google Calendar, Outlook | Slack, Guru, Google Drive | Gong |
User reviews
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Dooly FAQ
What does Dooly offer to sales teams?
Dooly helps sales teams win more deals by improving CRM hygiene, running a strong sales process, and reducing low-value work.
How can my team use Dooly for sales cycle management?
Dooly offers features like a pipeline manager, DealSpace for deal reviews, and templates for efficient sales cycle management.
What integrations are available with Dooly?
Dooly integrates with popular tools including Salesforce, Google Calendar, Outlook, Slack, Gong, and LinkedIn.
How does Dooly improve CRM data accuracy?
Dooly synchronizes notes and data automatically with Salesforce, which helps ensure CRM data is always clean and up-to-date.
What benefits does Dooly provide for account management?
Dooly offers AccountSpace and templates, which help in managing accounts, building playbooks, and conducting renewal conversations.
How can Dooly help in team handoffs?
Dooly streamlines handoffs by allowing for effective knowledge transfer and process design across sales and customer success teams.
What features does Dooly provide to aid in deal reviews?
DealSpace provides a customizable, central view where deals can be reviewed in detail, helping to identify roadblocks and plan strategy.
What pricing plans are available for Dooly?
Dooly offers a Free plan, a Growth plan at $30 per user, and a Premier plan at $65 per user with additional features.
How does Dooly enhance team collaboration?
Dooly uses features such as real-time notes collaboration and Slack integration to keep teams aligned and informed on deals.
Does Dooly offer support for sales enablement?
Yes, Dooly provides templates and playbooks for sales enablement, helping teams to have structured interactions and improve sales conversations.
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About the author
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.