Dooly

Dooly for more efficient sales teams

The solution is positioning itself in the market to help sales teams win more deals by improving CRM hygiene, carrying out a successful sales process, and reducing time-consuming work. The ROI is achieved through time savings, deal insights, and better data quality.

With Dooly:

1. Stop wasting valuable time updating Salesforce. Record your meeting notes in Dooly and we'll automatically transfer them to the right fields, tasks, activities, and opportunities in Salesforce for you.
2. Update your deals with one click. Keep your pipeline up to date with inline edits to opportunity views. Understand what's happening in every deal, 100% of the time.
3. Never stumble over objections again. Get relevant talking points and materials that are delivered live to you during your sales calls based on the conversation history. Sales coaching for victory!

Problem

Sales people spend too much time on administrative work, such as updating Salesforce, instead of focusing on the sales process. They lack insight into the deals and data quality suffers.

Solution

Dooly is a software solution that helps sales teams win more deals by improving CRM hygiene, enabling a successful sales process, and eliminating time-consuming work. With Dooly, sales reps can capture their meeting notes directly in the software and have them automatically transferred to the right fields, tasks, activities, and opportunities in Salesforce. Dooly also provides relevant talking points and documents in real time during sales calls based on the course of the conversation.

Result

With Dooly, sales reps can use their time more efficiently by spending less time updating Salesforce. They always have insight into the progress of their deals and receive valuable support during sales talks. By improving CRM hygiene and automating time-consuming tasks, Dooly helps sales teams close more deals and improve data quality.

I discovered something unique in the G2 reviews for Dooly: the automatic reset of meeting notes in Salesforce. This automatically captures activities and updates the right fields, accounts, opportunities, and tasks — giving the sales team the freedom to do what they were hired to do.Benefits mentioned

• “Intuitive and easy-to-use tool to stay organized”: Easy to record notes directly from the calendar invitation.
• “Save time and avoid headaches with Dooly”: Quickly update Salesforce and seamlessly integrate with other tools.
• “Save trees in particular!” : Moving from paper to virtual notes to keep the workplace tidy and environmentally friendly.

Disadvantages mentioned

• “Some templates could be better suited to my role”: Templates could be more closely adapted to individual requirements.
• “Small learning process but quick to learn”: It requires some training time to fully familiarise yourself with the platform.
• “Some restrictions on formatting options”: Limited options for organizing note templates and formatting options.

For more information, visit the official website of Dooly.