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Account Executive - Getting Started Guide
Account Executive - Getting Started Guide

What Account Executives ❤️ about Dooly

Daga Gavin avatar
Written by Daga Gavin
Updated over a week ago

Streamline your workflow with Dooly!

Get hours back in your day for happier selling. Take the pain out of Salesforce admin so you can save time, win more, and crush your quota! 💥 🎁

First things first, drill down into any opp to get insight on where it's at and what to do next in DealSpace. Search for and access key fields, upcoming meetings, note history, and deal highlights all in one place.

1️⃣ Get more done while taking notes

Stop duplicating your note-taking efforts and get the full deal narrative into Salesforce. Dooly syncs all your note’s content to the right places in Salesforce, including fields, tasks, contacts, and activities. Magic! 🎩 Get the top 10 tips for notes.

Supercharge your notes by creating templates for discovery calls, handovers, MEDDICC, and deal progression (including all the fields you’re supposed to fill out like the opportunity contact role) so you never miss a beat.

The AE template gallery can help with inspiration for template structure, SFDC fields, and key questions to ask.

2️⃣ Update your pipeline in seconds

Save hours of Salesforce hassle with 1-click pipeline updates. Your close dates, next steps, stages (and ALL the other fields) update Salesforce in real-time. No more Friday scramble to get your opps in order.

You’ll love the freedom to slice and dice your pipeline for easy prioritization of work. Learn more about customizing pipeline views.

3️⃣ Create new records on the fly

Click on the pink + Quick Create button or use the CMD/ shortcut. From there, you can quickly create a new opportunity, account, contact, or lead. Once created, a new note opens so you can capture details from your call. Dive deeper into quickly creating new records.

4️⃣ Get the Chrome extension

While the Chrome extension is open with Outreach, Salesloft, or Salesforce itself. As you transition between records, a callout appears in Dooly so you can quickly create a new note for the opp you’re working on.

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