Dooly

Dooly helps revenue teams close more deals by cleaning up CRM data, streamlining sales processes and eliminating busywork. It integrates tools, people and processes to standardize sales and customer success teams' close process, ensuring consistency and efficiency.

To help process-driven, efficiency-focused teams, Dooly offers a range of features:

• Smart Notes & Documents: Syncs fields and notes to Salesforce to free up time for higher-level work.
• Pipeline Manager: Visualizes deals and accounts so teams can stay on track and get real-time updates.
• DealSpace: Offers a customizable, deal-by-deal view to summarize key information and facilitate deal reviews.
• Sales AI: Offers actionable next steps for deals based on Smart notes.

Dooly integrates dynamically with a range of tools, including Salesforce, Gong, Slack, Outreach, Salesloft and G-Suite, to help teams work more efficiently. A Chrome extension lets people create or update opportunities, accounts, contacts and leads directly from any website. Other features include integration with Google Calendar and display of LinkedIn profiles to help with meeting prep and data gathering.

By automating administrative tasks and offering a one-page workspace, Dooly lets teams focus on selling, not Salesforce. It can help sales, customer success and operations teams by streamlining deal management, improving CRM data quality and offering a single place for sales process management.

Dooly is designed to be easy to use and responsive, so teams can quickly deploy processes and cut administrative waste. It's particularly useful for teams that want to standardize their sales process, eliminate manual data entry and improve collaboration.

Pricing isn't clear, but Dooly offers unlimited access to its platform features and abilities for free, so it's a good option for teams that want to get their sales operations in order. For more details on implementation and custom options, you can reach out to the Dooly sales team.

Published on August 4, 2024