Dooly

A "can't live without" for Salesforce users

What do you like best? Seamlessly updating all things Salesforce easily and quickly. Removes the headache of working in Salesforces, and even makes it an enjoyable experience. A more baked out and comprehensive workspace than Scratchpad and Hero.app that includes several more features to help organize your accounts and workspace. What do you dislike? I'd love to see an integration with Trello or Asana. If I could combine my Salesforce management with my project management I'd ...

Best Sales Tool I've used in 2020

What do you like best? Dooly makes the least enjoyable responsibility for a sales rep easy: Salesforce. Updating Salesforce is so simple now. I don't have to click into each Lead/Opp and click each field. I can easily update fields for my entire pipeline in one view. Also useful to get a quick view of your pipeline (especially via the Chrome extension). I take all of my meeting notes in Dooly which is created with templates to match the type of meeting I'm having. The notes and fields ...

No more double work

What do you like best? It gives my the flexibility to create discovery templates that hit all the points I need. Because it automatically updates Salesforce this cuts down on double work and mean my opps are far more likely to be up to date. It saves me a huge amount of time and keeps me on track during calls. What do you dislike? Nothing really, it's great and super easy to use. What problems are you solving with the product? What benefits have you realized? No more ...

Happy SFDC user, no longer dreading the time it takes to keep Opportunities updated!

What do you like best? Simple integration that just works. I set it up and started using it in less than 5 minutes. Dooly hits the two imperatives required for me to want to use a new application: Useable and Useful! Truly saves me an incredible amount of time! What do you dislike? Nothing- I chose to just dive in and start using the product without training. Simple! What problems are you solving with the product? What benefits have you realized? Like a lot of SFDC users I ...

Dooly is a great tool for consolidating your Salesforce notes!

What do you like best? Dooly is very user friendly and has a beautiful UI. Setting it up to fit your sales process was a breeze. After I set up my template, I was cut down the time to update Salesforce significantly. I was also able to give access to all my team members and they were had a great experience with it What do you dislike? There wasn't anything I dislike, however, there were some issues with the templates after we restructured our Salesforce fields What problems are ...

Dooly is paramount to my productivity!

What do you like best? Dooly keeps my life organized. I link all my meetings to opportunities in Salesforce, so I can take quick notes that automating sync over. This includes being able to check boxes that SFDC requires right from Dooly, which is huge, because we know how slow SFDC can be with updating information. It shows all my notes from various meetings on one easy to see view. The time it saves me from entering things into SFDC a week is hours. Secondly, its templates are a ...

Must have for sales reps

What do you like best? Dooly is super easy to use & saves a ton of time! I love that I don't have to jump between SFDC and my notes when updating opportunities etc. What do you dislike? There isn't anything I don't like! If I ever have any challenges Kris and the team are super responsive. Recommendations to others considering the product: Absolutely give it a try! What problems are you solving with the product? What benefits have you realized? Dooly helps to ...

Dooly: Eliminate the pain of SFDC data entry, pipeline management, and automate prospecting workflow

What do you like best? Dooly offers easy SFDC in-line editing with automatic field updating. Additionally, you're able to create prospecting templates, task templates, essentially a powerful knowledge-base at your fingertips with shortcut keys to access and build a stronger pitch over time. It makes accessing previous conversations and important account/lead based information very simple in a logical and intuitive interface without having to leave SFDC. What do you dislike? That ...

Work from one dashboard + keep my CRM up-to-date and team "in the know

What do you like best? The ability to work from one dashboard to take notes, get call and deal intel, and make CRM updates without toggling between 3-4 different systems (or in some cases, forgetting to update one part of the process - which is usually SFDC). What do you dislike? Nothing to note, still fully implementing and testing it out internally. What problems are you solving with the product? What benefits have you realized? Keeping Salesforce up-to-date, especially ...

Dooly for account managers

What do you like best? I like that Dooly keeps me organized with Salesforce and my team. The sync with Salesforce and also the way you can easily reference conversations that have been had between other colleagues at the company makes getting ready for a call simple. What do you dislike? There is not much I dislike about Dooly. I think the main thing is getting the rest of my team to get this into their day to day process! What problems are you solving with the product? What ...