Sales Rep's dream come true
August 09, 2021
Sales Rep's dream come true
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Dooly.AI
Dooly is being used by our Sales team for call notes and sales pipeline updates in Salesforce.
It eliminates data silos and having notes in multiple places. Sales reps can complete their notes in Dooly and have those automatically attach to multiple Salesforce records. Additionally, Dooly saves our sales team hours by not having to click into each Salesforce opportunity to update the next steps and other fields.
It eliminates data silos and having notes in multiple places. Sales reps can complete their notes in Dooly and have those automatically attach to multiple Salesforce records. Additionally, Dooly saves our sales team hours by not having to click into each Salesforce opportunity to update the next steps and other fields.
- 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
- Boards for pipeline management and CRM updates
- Notes and being able to update Salesforce fields in those notes
- Our teams forecast meetings are much faster
- Managers aren't constantly on us to update our CRM
Do you think Dooly.AI delivers good value for the price?
Not sure
Are you happy with Dooly.AI's feature set?
Yes
Did Dooly.AI live up to sales and marketing promises?
Yes
Did implementation of Dooly.AI go as expected?
I wasn't involved with the implementation phase
Would you buy Dooly.AI again?
Yes