Doolyの概要Dooly lets you crush your quota faster without touching Salesforce. Sell smarter and remove hours of painful CRM updates from your day. Designed by sales, for sales. Dooly is fast, beautiful, and easy to use. Ready in seconds. No setup. Dooly automates your Salesforce updates so you sell more, admin less. 1) Take notes that instantly sync everything to Salesforce. 2) Update your pipeline in seconds with 1-click edits. 3) Close more deals with AI-powered playbooks.
Account Executives Solutions Engineers Customer Success Managers Sales Managers Sales Enablement Sales Operations
製品を使ってみた感想： Awesome! When I first started the founder would answer my chat questions. Highly engaged leadership and the product continues to evolve for the better.
Quickly and easily attaches to SF to keep notes organized with opportunities and accounts. Love the LinkedIn integration for contact management. Clean & simple look is easy on the eyes.
The recent template upgrade clutters the note and I frequently click a template by accident instead of free type. But extremely minor. Would also like better organization of personal notes.
Thank you for the view and feedback! We've heard the feedback about the note templates being a bit too close to the typing area - working on it. And personal notes, it's on our fix list too - definitely need an easier way to find them again. Kris still sometimes beats me to the support line - he likes to stay on top of user feedback.
Dooly; the motor behind our sales process
製品を使ってみた感想： This product makes it much easier for customer facing people to enter relevant notes into our CRM, which means that they actually do it, which makes for a better customer experience throughout their life with us. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. We are working toward having Dooly be the motor that drives our Sales Process.
As a manager, the Boards functionality allows me to do pipeline reviews MUCH more effectively, as I can edit in-line. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. This helps us a lot with Sales Process adherence. The playbooks functionality has enabled us to serve the team with Battlecards for competitive situations. The direct sync with Salesforce means that the right info is captured at every step along the way.
My only complaint is that there is some work to set it up properly.
Thank you for the review and feedback! Investing the time to setup templates and battlecards for your team will pay dividends when it comes to adherence, forecasting and getting deals across the line.
Time Saving with Dooly
製品を使ってみた感想： Overall I do like Dooly. The templates allow me to fill out multiple SF fields at once which saves me a lot of time.
After dialling a prospect from Salesforce, the system needs to refresh before editing any account or contact in Salesforce; except when taking notes in the Dooly extension. Not only does this save me manual duplicate entry time, but it prevents a very annoying error when pasting notes into SF as the page hasn't refreshed. Not to mention the ability to populate templates in Dooly!
Sometimes, although not often, the notes simply do not sync to SF.
Thank you for the review and feedback! We recently shipped some note updates that should fix some of the sync issues you were having. If this still persists please let us know so we can address straight away!
Listen to this!
製品を使ってみた感想： So they made a small change. I thought I couldn't find a toggle I'd been using, but I was told they'd redesigned this and I couldn't actually do what I wanted. This was a bit annoying, but nothing terrible, I'd figure out how to work around it. When I explained my workflow and how I'd been using it, my success manager talked to her team and THEY PUT IT BACK. I use a LOT of tools, and I've never heard of a company making a change like this because one customer asked for it. Absolutely incredible service - they're a joy to work with and this made me a life-long fan.
Dooly solves one of my biggest problems with using a CRM: Getting my notes saved on time. I never type my call notes in a crm directly, as the risk of having them not save and losing everything is too high. I used to type into a notepad or word doc, but I'd always forget to copy them over later. Dooly just makes this work seemlessly. You type in one place, hit sync, and it does what it's supposed to. Read below for the incredible experience I had with their team.
I WAS super annoyed that they made a small update that messed with the workflow I'd been using. See below.
Thank you for the review! Appreciate the call out about our team making the fast design change. User experience is top of priority list and our engineering team is incredibly fast. When you pointed out what was missing in the new UI we released we realized it was something we needed to catch right away. Very grateful to have you as a life-long fan!!
Must Have for Sales Teams
I've used Dooly both as a manager and individual contributor. As an IC it's the easiest way to capture notes from sales calls quickly into salesforce. The templates also allow ICs to quickly prep for calls and ask consistent questions on those calls. As a manager, it makes onboarding new employees much easier because they can look at templates and feel enabled to start taking calls on day 1. It also means that my team is using a consistent sales methodology and process on the calls, streamlining the way we sell. It also means I can easily look through notes from a call while I'm in salesforce.
I wish when logging a call to an record in salesforce you could set it up so that it would auto default to a certain record type. Examples: Sales reps auto default to the opportunity record, CSMs auto default to the account record. This is nit picky feedback, it was hard to think of something.