Dooly: Revolutionizing Sales and Team Productivity
Dooly is not just another tool; it's a game-changer for sales and customer success teams. It brings together tools, people, and processes to standardize and optimize the way teams work.
Core Features
The Smart Notes & Documents feature eliminates hours of administrative work with an automatic note system that syncs with Salesforce. The Pipeline Manager allows for visual and intuitive control of the pipeline, ensuring deals and accounts stay on track. DealSpace offers a customizable deal-by-deal view for best-in-class deal reviews.
Dooly also incorporates AI with its Sales AI, suggesting actionable next steps based on Smart notes. It integrates with popular tools like Salesforce, Gong, Slack, Outreach, Salesloft, and G-Suite to enhance workflow efficiency.
Basic Usage
Users can open Dooly on any site with the Chrome Extension to create or update opportunities, accounts, contacts, or leads. Google Calendar integration enables starting a smart note and auto-adding attendees. Outreach integration ensures critical field updates and call notes make it back to Salesforce. Slack collaboration keeps the team in the loop with deal updates, and Gong integration allows for watching calls within Dooly notes to capture key details.
Benefits for Different Teams
For sales teams, Dooly makes it easy to take notes, update Salesforce, and manage deals, helping reps hit their quotas more consistently. Customer Success teams can use Dooly to manage accounts, build playbooks, and handle sales handoffs. Operations & Enablement teams can create an integrated sales hub with the necessary security and controls.
In summary, Dooly is a comprehensive solution that streamlines processes, improves CRM hygiene, and empowers teams to work more efficiently and effectively.
