Dooly.AI vs. SalesDirector.ai

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.

Incentivized

It is well suited for any sales organization that is trying to mature its sales process, and continually improve its execution.

• 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!

Incentivized

• I can easily see if there is communication occurring between the sales rep and the appropriate contacts at the prospect company. I can quickly see if the communication stream is a mutual back and forth conversation or if it is mostly a one-way stream from the rep to the prospect. If it is mostly a one-way conversation, this tells me something isn't right about this opportunity.
• The system looks at this communication and using AI, it highlights if it interprets any negative sentiment from the prospect allowing the rep or the sales manager to dig deeper into the opportunity and see if they can discover the reason for this negative response and correct it if possible.
• The software "learns" from previous successful deals we have closed and uses this information to alert us if a deal has been in a particular sales stage for longer than similar deals. And it learns who is the business decision maker or technical decision maker is for previously closed deals and points it out to the rep that they should make contact with this same position in the target company.
• The software coaches sales reps on actions that should be taken, based on our sales process, at each stage of the sales cycle. And it does so without feeling like its looking over your shoulder, by recommending the rep send a "confirmation of needs" email once the deal is moved into the 30% stage.

Incentivized

• 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

Incentivized

• More built in reports and trends

Incentivized

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

Incentivized

SalesDirector is more comprehensive and advanced than the add-ins I've tried.

• 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.

Incentivized

• Positive. We have better insights into our deals. We can see when deals are getting bogged down, or when a deal may not close, even before the sales rep recognizes this.
• It makes it much easier to accurately call your monthly and quarterly forecasts.
• Our sales managers use it for their weekly one-on-one meetings with their rep and virtually no additional work is required of the rep or manager.

Incentivized