Dooly has been seeing huge traction within the Salesforce ecosystem. “We at Dooly are creating a platform where salespeople can ‘live’ between the first meeting set, and ‘closed won’ opportunity – the full deal cycle – and don’t have to leave” – Sam Heard, Business Development Representative, Dooly.ĭooly is especially strong when it comes to note-taking. Customers have called out how effective it is to launch the notes interface from a calendar invite, and for those notes to become immediately shareable. Starting information for the note is synced from the calendar invite, and can be linked to Salesforce records. Quick create actions pull up the key fields required – meaning that salespeople aren’t getting trapped by validation rules, etc. Using the / command, you can pull in different items – the main item is templates. Templates are how managers can enforce sales methodologies and meeting structures. You can even embed Salesforce fields, or sets of fields, into the interface. I was thinking about “after call handling”, a metric that’s tracked for customer service agents to see how long it takes to fill in all relevant information at the call close. I’ve not heard this referenced as a sales metric but I can’t see a reason why it shouldn’t be. Playbooks are another form of template that can be applied to the note-taking interface. Keywords are highlighted with a green underline. Hovering over these brings up tooltips and pop-ups with further information. This is great for embedding cheat sheets, competitor battle cards, or discovery questions on a particular topic. A stripped-back, clean interface that looks like Evernote (a favorite among salespeople!).The Chrome extension enables users to complete many tasks, for example, launching a “take notes” interface from calendar invites that feeds notes straight into Dooly.Manually sync information to Salesforce records, but if salespeople forget, the automatic sync kicks in after 12 hours of inactivity.On-call coaching like this can support salespeople in answering technical questions, at least at a high level. There are no delays when actions/pop-ups are loaded – they appear instantly. The admin is so time-consuming, and even if you were doing double data entry (copying and pasting information into Salesforce fields) it won’t get done 100% correctly. The other side is that you need an element of streamlining, collaboration, and sales process. We aim to solve for both.” – Sam Heard, Business Development Representative, Dooly.
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