Dooly.AI vs. Revenue Grid

Good: Anyone who has to update SFDC daily, should be using Dooly. It's the only place you should be looking at to house your comments, and notes, move around accounts and update your pipeline. It's just so so so much easier Bad: If you need to move complex deals. The tool is meant to be really simple, and so I have a feeling if you have a super complex version of SFDC, it's gonna be hard to pull off.

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If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.

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• Dooly.AI is easy, powerful, and intuitive!
• Dooly.AI saves me incredible time as I can take notes in one place and it syncs up to all relevant Salesforce objects.
• Dooly.AI's support team is incredible! They customized Dooly for our GTM team and have been an incredible partner!

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• Integration with SF
• Logging call
• Creating new task and events

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• A newly created field isn't synced over into Dooly right away. Would love to see a "Sync fields" button to manually force a refresh

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• Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed.

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Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

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Super easy to use when it is working properly

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Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

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Super easy walk thorough. I believe it was a 1 hours session

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Super easy to setup and maintain

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Scratchpad has a limit on the number of syncs but when you go to the paid version, it is cheaper. Dooly is also a much higher funded company and has a larger pool of customers. The premium version does offer more features in terms of collaboration than Scratchpad. Scratchpad benefits by having a native UI within your existing browser

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Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

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• Incredible time savings! I easily save at least an hour a week by using Dooly.
• We have more information on accounts and opportunities as we transition accounts to new teammates, so this saves time and ultimately helps us make more money.

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• It has just made me more proficient.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info