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Dooly.AI has proven to be a valuable time-saving tool for users, allowing them to sync fields into their notes, use customizable …
Starting at $0 per month
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What is Dooly?
Dooly is a sales enablement platform that collects information and insights essential to close business sales. Originally designed to make faster updates in Salesforce, Dooly has evolved into a connected workspace that integrates with several different CRM tools. Features include…
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Pricing
Starter (For individuals and small teams)
$0
Cloud
Free forever
Growth (For individuals and growing teams that want to ramp faster)
$25
Cloud
per user
Enterprise (For large teams wanting to maximize company performance)
custom pricing
Cloud
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.dooly.ai/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Demo Day Champion Highlight Of The Night | Roxy Radaczynska Demo Of Dooly | Tech Sales Competition
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Product Details
- About
- Integrations
- Tech Details
- FAQs
What is Dooly?
Dooly Integrations
- Salesforce Sales Cloud
- Outreach
- Salesloft
- Slack
- Guru
- Google Drive
- Zoom Workplace
- Google Calendar
- Microsoft Outlook
- Chrome Extension
Dooly Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | Apple iOS, Android, Blackberry, chrome extension |
Frequently Asked Questions
Dooly is a sales enablement platform that collects information and insights essential to close business sales. Originally designed to make faster updates in Salesforce, Dooly has evolved into a connected workspace that integrates with several different CRM tools. Features include editing and notetaking while on calls, as well as a dashboard for co-workers to share their meetings, tasks, notes, and sales pipelines. With a strong focus on promoting teamwork, Dooly aims to help sales professionals meet their targets while managing client accounts more easily and efficiently.
Dooly starts at $0.
The most common users of Dooly are from Mid-sized Companies (51-1,000 employees).
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(16)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
Dooly.AI has proven to be a valuable time-saving tool for users, allowing them to sync fields into their notes, use customizable templates, and sync notes back to Salesforce for easy access by everyone. Users have found it useful not only for meetings and note-taking, but also for day-to-day tasks and training sessions. The software simplifies tasks that should be simple in Salesforce, addressing the slowness and frustration experienced with the platform.
Users find Dooly.AI crucial to their success and organization as it helps them stay organized, update multiple Salesforce fields at once, and provides a high-level overview of deals. With Dooly templates, it becomes extremely easy and faster to fill out multiple dependent fields within Salesforce, avoiding mistakes and saving time. The software also allows users to build reports, update fields across multiple opportunities, and collaborate with team members by sharing notes and suggestions.
The seamless integration with Salesforce enables users to create notes during phone calls, automatically synchronizing them with Salesforce to avoid losing important details. Sales teams rely on Dooly.AI to track opportunities, take notes, link calls with Salesforce opportunities, and maintain their pipeline. By eliminating data silos and allowing sales reps to complete notes in Dooly.AI that automatically attach to multiple Salesforce records, it streamlines workflows efficiently. Users appreciate the time-saving aspect of Dooly.AI as it eliminates the need to click into each Salesforce opportunity to update next steps and other fields.
Dooly.AI finds extensive usage among sales teams as well as onboarding and implementation teams for all customer calls and interactions, providing a comprehensive view of notes that sync seamlessly with Salesforce. Users can quickly update accounts and opportunities using the boards feature, saving them a significant amount of time. The integration with Salesforce further streamlines the note-taking process and reduces the administrative work involved in searching for each field to edit, ensuring accurate inputs. After introducing Dooly.AI to teammates, it has been widely adopted within the team and even by managers to maintain Salesforce hygiene efficiently. Users highly recommend Dooly.AI to individual contributors who use Salesforce, highlighting its responsiveness and the difference it makes in streamlining workflows.
With its ability to save time, simplify note-taking, and seamlessly integrate with Salesforce, Dooly.AI proves to be an invaluable tool for users across various teams and departments. Whether it's updating fields, collaborating with team members, or maintaining a comprehensive view of customer interactions, Dooly.AI helps users stay organized, efficient, and productive. The positive user experiences and the wide range of use cases make Dooly.AI a recommended solution for anyone looking to streamline their note-taking process and improve their Salesforce workflow.
Users commonly recommend trying Dooly and utilizing its interactive help feature. They also suggest setting up templates properly to make more effective use of the tool. Dooly is recommended by sales teams to optimize their time and drive more efficient reporting. Users find it valuable for note-taking and tracking key metrics without relying solely on Salesforce. Dooly is suggested for better organization and time savings in follow-up activities, as well as maintaining cleanliness in Salesforce. It is particularly recommended for sales teams who need better SFDC data. Users also recommend favoriting boards in Dooly and suggest the product to others. Specifically, SDR/AE teams find Dooly helpful for faster note documentation and updating SFDC records. For teams struggling with pipeline and renewal management, Dooly offers a solution. Additionally, Dooly's note-taking feature within Salesforce increases productivity and improves workflows. Users recommend using the boards tab in Dooly to manage opportunities effectively. For questions/feedback consolidation and customized components, users suggest implementing Dooly. Salespeople who struggle with adding notes into opportunities find that Dooly saves them time and increases productivity. Furthermore, users believe integrating Dooly with other software minimizes the time spent updating multiple systems. Lastly, users describe Dooly as a user-friendly and easy-to-use note-taking tool, recommending it for staying organized. To maximize the benefits of using Dooly, users advise learning how it works beforehand and leaning on their account managers for best practices and support.
Reviews
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May 11, 2022
Dooly.AI is a great tool !
- Customizable Templates
- Ease of access
- Integration with Salesforce
- Accessibility to return to the notes at any point in time
- Note taking tips could be useful
- Perhaps integration to video recording service to view notes & the meeting concurrently
- It is fast and pulls my lists of accounts so so fast.
- It's easy to take notes and pull in historical context.
- I can clearly see the activity on my account.
- Sometimes there is a challenge in getting the right list of opportunities to show up.
- I'm not sure if this is possible, but it would be great to see dashboards on this platform too.
April 26, 2022
Treasure your time with Dooly
- Opportunity updates
- Note taking during meeting
- Battlecards for calls
- Integrations with automation tools
- Splitting of the window when notes are taken
- embed capabilities
April 15, 2022
Dooly.AI user feedback
- Template for NOTES and duplicate it
- Adding highlight color and bold to text on NOTE
- Integration with Salesforce
- Notes are unorganized in a list making not simple to find NOTE easy to look for.
- No ability to import or export NOTE templates, so we have to manually create line by line.
April 14, 2022
Great product!
- Allows us to quickly research a keyword a prospect says for on the fly rebuttals.
- Easy to build templates for efficient note taking.
- Seamless ability to import directly into our Salesforce CRM.
- If I delete the very first line/sentence, it can often lead to me getting an error. I then have to reload the page which is quite frustrating.
March 22, 2022
Thanks to Dooly we can focus on sales
- Excellent integration, automation and synchronization with SalesForce, allowing the entire note filling process to be done almost automatically.
- It has customized sections to have at hand all the information I need to sell.
- It has an orderly format and a simple interface to clearly visualize all the notes made during the call.
- That sometimes the update with SalesForce is not activated, is a big drawback, since it is what we mainly use it for.
- The main screen can look a bit cluttered with information, which creates a bit of chaos when logging in.
- I'd be very happy if it had a mobile app so I wasn't dependent on the computer for work.
August 31, 2021
Dooly.AI will help simplify your life in sales!
- Taking notes on calls that links to your opportunity fields in Salesforce
- Visibility into pipeline
- Better to-do list options
August 11, 2021
Use Dooly.AI to save time on manual Salesforce work
- Automatically sync notes with Salesforce
- Collaborate with your team
- Update Salesforce opportunities en masse
- Improve calendar sync
- Automatically connect accounts/opportunities
- Suggestions for followups
- 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!
- I'd love if Dooly had a mobile app for notes.
August 10, 2021
Dooly.AI (THE GOAT)
- Syncing with SalesForce
- Allowing for customization of templates
- Sometimes the sync with salesforce does not work, so if there's ability that when a new field is created in salesforce for say a closed won template, that it would update that new field into Dooly.AI automatically
August 09, 2021
Sales Rep's dream come true
- Centralized Notes
- Faster Pipeline / CRM Updates
- Coaching via Playbooks
- Salesforce Integration is seemless and updates in almost realtime
- A gmail integration would be nice - ability to update notes, add tasks, etc from Gmail
August 09, 2021
Dooly.ai is crucial to my success as an AE!
- Increases the speed of Salesforce
- Keeps me organized on my close dates and next steps
- Give me a high-level overview of where my deals are sitting and how I should prioritize my time
- I can't really think of anything to make it better. I really love how I use it now and wouldn't change anything.
- Makes it easy and quick to update Salesforce fields
- Makes it easy to sync the most up-to-date Salesforce fields into my notes
- Make it easy to update multiple Salesforce records simultaneously
- 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
August 03, 2021
Dooly saves me a ton of time in my day-to-day workflows
- Dooly saves me a ton of time when I need to update Salesforce records
- I can easily log calls and interactions with customers directly from Dooly
- The Gcal integration allows me to start a new Dooly note from a customer call directly from the calendar event
- I think the home screen can be organized in a more visually appealing way, but that's the only thing I can really think of. I'm quite happy with the tool.