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Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals.
You were born to sell, not do data entry. Save 5+ hours of gruntwork every week.
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Customer Reviews
Rudy G.
Advanced user of DoolyI love that - at its best - Dooly functions as a 'home base' for the sales professional. Notes, CRM updates, etc., are easily accessible and launched from a "Today's Meetings" view.
Dooly makes it easy to manage high volumes of opportunities, as well as ensure that high-quality notes are logged to the CRM in the appropriate object.
Ultimately, the concept of bringing together the calendar/notes/CRM updates into one view is massive for a sales professional. While it may not solve app-switching entirely, it does streamline several (daily) processes.
There may be a way to optimize a workflow to mitigate this frustration...but still, there is difficulty moving opportunity stages if your organization requires several fields to be updated in [CRM] before moving a stage.
There are a lot of tools in this space -- some address the problem from the top-down, and some (like Dooly) enable sales professionals to solve the problem organically from the bottom-up. I would recommend showing your reps how to take notes, how to log things and build their workflows, etc. and see if they naturally gravitate to Dooly.
Dooly is not something that you want to purchase and force reps to use. Allow Dooly's great UX and clean design to delight your sales reps and empower them to input better insights into the CRM -- and take better notes for their benefit!
Dooly solves the problem of your manager asking "where are the notes for this opportunity?" Or, "why haven't you updated your next steps on this opp in 2 weeks?"
The benefit is being able to transition seamlessly from "note-taking" to archiving that note + updating the CRM without having to login to 17 different solutions that all require 4-factor authentication.
