Streamline your workflow with Dooly!
Make handovers effortless and capture the entire customer narrative so you never have to play 20 questions again.
First things first, drill down into any account to get insight on where it's at and what to do next on Record Overview. Search for and access key fields, upcoming meetings, note history, and account highlights all in one place.
1️⃣ 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.
2️⃣ Create templates for kickoff calls
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.
3️⃣ 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.