Dooly Reviews

As a sales rep, Dooly makes it extremely easy to update my pipeline quickly. Typically this is a total pain in SFDC since you have to update your opportunities one by one. Deal review with my manager is also easier for the same reason.

I think this is more of a SFDC setup error on our part, but there are times when Dooly won't let me update my opportunities because we have logic that will prevent moving to the next stage unless certain criteria has been filled out. Overall no complaints on actually using Dooly.

Dooly solves the age-old issue of updating SFDC opportunity by opportunity, line by line. SFDC is great as a whole, but Dooly is the tool I turn to when I need to make changes to my pipeline.

Dooly has been a huge time saver me! Before Dooly, keeping accounts up to date in Salesforce was a huge hassel. Field had to be updated independently and I have to navigate from account to account. Dooly makes it super easy to instantly update Salesforce fields for multiple accounts at once in as few clicks as possible. The ease of use has actually translated to more detailed notes and more success on deals. I'm not forgetting to update accounts/opps simply because I dread the process.

Using Dooly for the first time was a little challenging. I found the UI to not be super intuitive but learned quickly with usage. Getting templates created and saved was the most challenging part but not a real headache once you get the hang of it.

Dooly solves for the super time consuming process of updating accounts/opps in Salesforce. One screen to update multiple relevant fields in an acocunt is a huge time saver.

I like how seamlessly it integrates with Salesforce making my life easy

I think the sync. to SF can be a bit slow at times, but I am pretty sure it's because of the way we setup the integration and now becaus eof Dooly

Saving me tons of time that is spent in manually logging notes in SF

It takes all the pain out of mundane salesforce reporting. seamlessley integrates into workflow and makes it easy to use in all instances every day

I wish there were more ways to organize notes and templates in folders/buckets

Salesforce data hygiene and consistency

my notes can be more organized and clear, also it connects with salesforce which helps a lot

maybe the commands you need to watch videos and learn in order to get it

notes salesforce

I love the templates, saves me a lot of time when writing a recap. My favorite is the ability to watch the Gong call.

The UI is a little bit all over the place but they are working on it

Dooly allows me to write my recaps very quickly , just one click from the invite

You can make any instant updates on timelines and notes without opening tabs to access each lead/opportunity

You dont have the option for an undo button if a mistake is made in the notes

Just saving a lot of time

It's so great and enables me to manage my pipeline + notes in a single pane of glass. Interface is useful and saves me a lot of time updating my notes and the metadata fields.

If only it has a mobile app. I'm not sure if there's not enough demand but so often do we front line staff need to do our work while on the go.

Sales admin stuff.

Compounding notes that are easy to share across teams and the auto updates in Salesforce - saves me TONS of admin work!

Nothing! Think there should have been a call to teach all my users how to use it because it required a lot of internal training to make sure we were all using the same way

Data integrity and information communication

Ease of use of raking notes compared to other softwares

Losing the account im working on. Not showing up on home pages

Notes from sales meetings