Welcome to Dooly!

Staying on top of pipeline and accounts is a snap with Dooly. We designed Dooly to take the pain out of Salesforce updates.

  • Reps use the hours they save to accelerate deals and talk to more customers.

  • As a sales leader, you'll love the visibility into cleaner deals 💥🎁.

Three things you can do to see value right away:

1. Customize a board view

Use your customized view in your pipeline meetings to update opp and account details or in your 1:1s for coaching. Save, star and share your best ones!


2. Create templates

Create easy templates for your team to document important information and ask questions while they're on calls so the whole customer narrative makes it into your CRM. Think about what your team should document for cleaner handovers and typical calls in the customer lifecycle (eg: opportunity discovery for AEs and account reviews for CSMs).

3. Whisper the Playbook

Whisper in your team's ear while on calls using playbook cards that trigger based on the conversation flow. You could include competitive details, case study highlights, objection handling, value prop, or process tips.

There’s lots more to explore in Dooly. 

Check out more getting started guides for AEs, SDRs, and CS.

And see how Dooly and MEDDIC play nice together.

We're also happy to give you a concierge-style onboarding. 

Please reach out to us anytime with questions or feedback!

Did this answer your question?