Dooly
Overview
Dooly is a sales enablement platform designed to streamline and enhance the sales process by integrating with Salesforce and other tools. It provides a connected workspace that helps sales and customer success teams manage their workflows more efficiently, reducing administrative tasks and improving data accuracy.
Industry: Sales Enablement
Ideal Customer Profiles: Dooly's ideal customers are sales teams, customer success teams, and revenue operations teams within organizations that use Salesforce and are looking to improve their sales processes, data management, and team collaboration.
Website: dooly.ai
LinkedIn: http://linkedin.com/company/dooly
Twitter: http://twitter.com/doolyhq
Products
Smart Notes & Documents
Dooly's Smart Notes automatically syncs with Salesforce, eliminating the need for manual data entry and ensuring that all notes and fields are up-to-date and accurate.
Features
Automatic Note Syncing
Description: Automatically syncs meeting notes to Salesforce, saving time and ensuring data accuracy.
Benefit: Reduces administrative workload and ensures that sales data is always current and accurate.
Real-time Collaboration
Description: Allows team members to collaborate on notes in real-time, ensuring that everyone is on the same page during meetings and handovers.
Benefit: Improves team collaboration and communication, leading to more effective meetings and handovers.
Salesforce Field Integration
Description: Integrates Salesforce fields directly into notes, eliminating the need for duplicate data entry.
Benefit: Saves time and reduces errors by ensuring that data is only entered once.
Contact Management
Description: Identifies new contacts from meetings and allows users to add them to Salesforce with one click.
Benefit: Streamlines the process of managing contacts and ensures that all relevant contacts are captured in Salesforce.
Time Savings
Description: Reduces the time spent on administrative tasks, allowing sales reps to focus more on selling.
Benefit: Increases productivity by freeing up time for more value-added activities.
Pipeline Manager
Dooly's Pipeline Manager provides a centralized view of all deals, allowing for quick updates and custom views to manage sales pipelines effectively.
Features
Centralized Pipeline View
Description: Offers a single view to manage all deals, providing quick access to pipeline information and updates.
Benefit: Enhances visibility and control over the sales pipeline, reducing the need for multiple tools.
One-click Updates
Description: Allows users to update their pipeline with a single click, saving time and reducing complexity.
Benefit: Streamlines the process of keeping the pipeline current, reducing administrative burden.
Customizable Views
Description: Enables users to create custom views of their pipeline, tailored to their specific needs and roles.
Benefit: Provides flexibility and personalization, ensuring that users have the information they need at their fingertips.
Custom Dashboards
Description: Allows for the creation of custom dashboards to display relevant sales data and insights.
Benefit: Improves decision-making by providing quick access to critical sales information.
Opportunity Management
Description: Facilitates the management of multiple opportunities simultaneously, keeping all deals organized and on track.
Benefit: Increases efficiency by reducing the complexity of managing numerous sales opportunities.
DealSpace
DealSpace provides a customizable, comprehensive view of each deal, allowing sales teams to focus on strategy and deal progression rather than administrative tasks.
Features
Customizable Deal Views
Description: Offers customizable views for each deal, allowing users to focus on the most relevant information.
Benefit: Enhances strategic planning by providing tailored insights into each deal.
Main Metrics Overview
Description: Provides key metrics for each deal, such as size, stage, age, and close date, to quickly assess deal status.
Benefit: Improves deal tracking and management by highlighting critical deal information.
Task and Comment Management
Description: Allows managers to assign tasks and add comments to deals, keeping teams aligned and accountable.
Benefit: Enhances team accountability and communication, ensuring that everyone is aware of their responsibilities.
Priority Deal Focus
Description: Enables focused discussions on priority deals during one-on-one meetings, improving deal progression.
Benefit: Increases the effectiveness of sales meetings by concentrating on the most critical deals.
Custom Cards and Field Updates
Description: Allows for the creation of custom cards and on-the-fly field updates to document deal specifics.
Benefit: Improves deal documentation and planning by allowing for detailed customization and updates.
AccountSpace
AccountSpace provides a structured, one-tab view of Salesforce account hierarchies, offering clarity and consistency in account management.
Features
One-tab Account Views
Description: Offers a single-tab view of account hierarchies, providing clarity and structure for account management.
Benefit: Simplifies account management by reducing the complexity of navigating multiple tabs.
Account Plan Views
Description: Allows users to create and share views of account plans, promoting consistency across the team.
Benefit: Enhances team collaboration and consistency in account management.
Parent Account Scanning
Description: Enables quick scanning of parent accounts to review critical information and transition to related accounts.
Benefit: Improves efficiency in account management by providing quick access to relevant information.
Customizable Workspace
Description: Offers a customizable workspace that blends qualitative insights with quantitative data for key account visibility.
Benefit: Enhances decision-making by providing comprehensive insights into key accounts.
Integrated Account Management
Description: Provides an integrated workspace for managing accounts, capturing the full picture without manual tools.
Benefit: Increases productivity by centralizing account management tasks in one place.
Templates & Playbooks
Dooly's Templates and Playbooks guide sales teams through structured processes, ensuring consistency and efficiency in sales calls and deal progression.
Features
Guided Sales Calls
Description: Provides templates that guide sales calls, ensuring that all necessary deal information is collected.
Benefit: Improves sales call effectiveness by ensuring that all critical information is captured.
Real-time Field Updates
Description: Allows for real-time updates of Salesforce fields during sales calls, preventing delays in deal progression.
Benefit: Speeds up the sales process by ensuring that all necessary information is updated promptly.
Structured Meeting Notes
Description: Ensures that meeting notes are structured and consistent, helping teams follow a standardized sales process.
Benefit: Enhances sales performance by promoting consistency and structure in sales activities.
Pre-built Template Library
Description: Offers a library of pre-built templates for various sales activities, allowing teams to get started quickly.
Benefit: Reduces setup time and provides immediate value by offering ready-to-use templates.
Real-time Content Surfacing
Description: Surfaces relevant content in real-time during sales calls, helping sellers have better conversations.
Benefit: Improves sales outcomes by ensuring that sellers have the right information at the right time.
Quantitative Benefits
"What used to take 2 hours a day now takes 30 minutes with Dooly."
Source: Dooly: Win more deals, together
"Dooly holds our team accountable 100% of the time."
Source: Dooly: Win more deals, together
"Save 5+ hours of mindless admin work every week that could be spent on closing deals."
Source: Notes | Dooly
"Dooly's made updating my pipeline 5x-10x faster."
Source: Pipeline | Dooly
Testimonials
"Salesforce is the source of truth but we need to know that the information in it is accurate. Dooly holds our team accountable 100% of the time. As we continue to grow, it has helped the team to form that habit of accountability and keep deal information quality."
Courtney Malinas at CrowdRiff
Source: Dooly: Win more deals, together
"Dooly changes the game for salespeople. What used to take 2 hours a day now takes 30 minutes with Dooly. We can focus on selling instead of dealing with Salesforce's updating nightmare."
Kyle Parrish, VP of Sales at Figma
Source: Dooly: Win more deals, together
"I instantaneously saw the value of Dooly as soon as I set it up and discovered it's ability to sync to Salesforce."
Louise O'Leary, Senior Sales Manager at Intercom
Source: Notes | Dooly
"Dooly's made updating my pipeline 5x-10x faster."
Caleb Smith, Account Executive
Source: Pipeline | Dooly
"DealSpace makes me feel like I have a better working knowledge on deals my team is managing."
Kate Jane Bailey, Enterprise Sales Manager at Figma
Source: DealSpace | Dooly
"This tool is exclusively what I use in my one-on-one sessions with my team and individually to review."
Ben Pearson, Head of Sales & GTM at Navattic
Source: DealSpace | Dooly
"Love the ability to provide templates from myself or enablement team to newer AEs so they have a framework to follow if necessary."
Mike Wendahl, Senior Account Executive
Source: Templates | Dooly
"Dooly helps our team win more deals."
Colleen Mann, Director, GTM Data Strategy and Stewardship at BigCommerce
Source: Playbooks | Dooly
Customer Stories
CrowdRiff
Problem: Ensuring accurate information in Salesforce
Value Add: Dooly holds the team accountable 100% of the time, helping to form habits of accountability and maintain deal information quality
Outcome: As the company continues to grow, Dooly has helped the team form habits of accountability and maintain deal information quality in Salesforce
Source: Dooly: Win more deals, together
Figma
Problem: Time-consuming Salesforce updates
Value Add: Dooly reduces the time spent on Salesforce updates from 2 hours to 30 minutes per day
Outcome: Sales team can focus on selling instead of dealing with Salesforce's updating nightmare, changing the game for salespeople
Source: Dooly: Win more deals, together
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