Note taking and context collaboration among teammates at scale!
August 10, 2021

Note taking and context collaboration among teammates at scale!

Zach Ettelman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Dooly.AI

Dooly.AI is used by our entire GTM organization. We leverage Dooly to have a single source of truth of notes for all of our key accounts (sales/partners) and the relevant meetings and opportunities associated with those accounts. For any meeting we have, we are able to take notes and relate information to specific keywords. With integrations, Dooly syncs between our calendars and Salesforce, making it easy to log calls/emails and share notes across the entire team.
  • 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.
  • Integration with Google Office Products + Salesforce
  • Ability to take notes directly from a Calendar event in Google
  • Ability to relate a note to any object in Salesforce
  • 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.
Dooly.AI kills OneNote. OneNote is clunky, not intuitive, and doesn't integrate with the suite of products that our team uses. OneNote never made it easy to share and collaborate with other teammates. Dooly.AI integrates with all of our products, is better for collaboration and sharing, and is stripped of complexity to focus simply on the content from our meetings.

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Dooly.AI is well suited for larger GTM teams with thousands of accounts. When partnerships, sales, and sales engineering are all involved with an account, Dooly makes it easy to collaborate and share notes between the entire team. This all integrates with Salesforce, so anyone that comes in later to an account can go back into Dooly notes and get caught up quickly.

Dooly.AI can also be used for smaller teams. I don't see a scenario where Dooly.AI wouldn't be appropriate.