Streamline your workflow with Dooly!

Make handovers effortless and capture the entire customer narrative so you never have to play 20 questions again.

1. Get more done while taking notes

Dooly syncs all your note’s content automatically to the right places in Salesforce, including fields, tasks, contacts and activities. Magic! 🎩

Get the top 10 tips for notes.

2. Create templates for smooth handovers

Supercharge your notes by creating templates to manage customer success touch points. Some ideas for templates to create:

  • Sales to CS handover (get the reps to fill this out)

  • Based on call type: kickoff calls, account reviews, check-ins, feedback

  • Journey stage: renewal, growth, at risk and churn

  • Planning: account plan, CS plan

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

3. Update your accounts in seconds

Save hours of Salesforce hassle with 1-click account updates on a pipeline view. Update any field and everything syncs to Salesforce automatically in real-time.

You’ll also love the freedom to slice and dice your accounts for easy prioritization of work by customizing your pipeline view.

Check out additional Dooly tips and tricks for CSMs.


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