Dooly

Overview

Dooly is a sophisticated sales enablement platform designed to empower revenue teams by enhancing their workflow and CRM management. The tool aims to improve CRM hygiene, drive effective sales processes, and minimize low-value tasks, allowing sales professionals to focus on what truly matters—closing deals. By automating various aspects of note-taking and pipeline management, Dooly helps streamline operations and maintain organized data, ensuring teams can maximize their selling potential.

Key Features

• Smart Notes & Documents: An automatic note-taking system that synchronizes fields and notes to Salesforce.
• Pipeline Manager: A visual, intuitive interface for managing and controlling the sales pipeline.
• DealSpace: A customizable workspace for conducting detailed deal reviews.
• Sales AI: Provides actionable next steps based on insights from Smart Notes.
• Integrations: Seamlessly connects with tools like Salesforce, Gong, Slack, Outreach, Salesloft, and G-Suite.
• Chrome Extension: Facilitates creating or updating opportunities and accounts directly from any website.
• Templates and Playbooks: Streamlines onboarding processes and guides deal progression.
• Single-Page Workspace: Designed for maximizing efficiency and clarity in sales efforts.
• Enhanced CRM Hygiene: Focuses on improving data accuracy and organization across teams.

How Sales Teams Use the Tool

Sales teams utilize Dooly to streamline their workflow by automating note-taking and ensuring that data is consistently updated in their CRM, leading to improved organization and efficiency. With features like the Pipeline Manager and DealSpace, sales professionals can have a comprehensive overview of their deals, allowing them to prepare more effectively for meetings and secure better outcomes. Furthermore, the integration of Sales AI suggests actionable next steps, helping teams to focus on moving deals forward rather than getting bogged down by administrative tasks.