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:
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!
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).
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.