Welcome to Dooly!

We designed Dooly to take the pain out of Salesforce updates and to simplify selling with real time call enablement. Enablement leaders use Dooly to replicate workflow of the best reps, deliver in-the-moment plays to accelerate deals and expansion, and ensure cleaner CRM data.

Reps use the hours they save to accelerate deals and talk to more customers. Plus they’ll always have the right answer at their fingertips so they can close more deals with talking points, content, and kill sheets surfaced live on their calls from what’s said.

Three things you can do to see value right away:

  1. Set up plays to deliver real time call enablement on calls. Competitive battlecards, objection handling, pricing, product features, case studies, etc get delivered in real-time for reps as the conversation evolves on calls.  
  2. Design note templates to streamline workflow across the customer journey and capture critical fields, questions, and tasks.
  3. Create simple pipeline views for easy updating and visibility at every stage in the journey. 

Set Up Plays 🎩

Playbooks bring your expertise and playbooks to life on the sales floor, all in real-time and at scale. The philosophy behind Dooly’s real-time enablement is to never leave your prospect or client with questions. Your team will be as confident on Day 1 as they are on Day 100 armed with the knowledge to answer those questions in real-time. 

  • Content curators on your team build easy to digest competitive information, battlecards, pricing, product features, objection handling, case studies and more. 
  • As the conversation evolves on your call, the answers you need show on screen based on what's said (live speech-to-text transcription) or what's typed. 
  • Integrations with Google Drive or Guru reduce duplicated efforts and surface the content you already prepped. 

Click on Playbooks to get started in Dooly. 

Design Templates for Notes 🎨

Use templates to build out common questions, fields, tasks and checklists for each stage of your customer's journey. Share the templates with individuals, teams or the whole business. Then everyone can replicate top performer's workflow. They'll take better notes that aid visibility, collaboration and handover, and streamline process. 

Examples of awesome templates to create: 

  • For leads/contacts: first call, SDR handover to AE
  • For opportunities: discovery, MEDDICC, demo, negotiation, CS handover
  • For accounts: success plan, renewal, expansion, advocacy, account review, exit

Click on your avatar/initials to get started. And check out more information on how to star, share, and add fields, tasks, formatting to templates.

Create Simple Pipeline Views 🏖

Dooly pulls all of the Salesforce views into Boards. Dooly defaults to “My Opportunities”. If you prefer a different view, select from the drop down. 

Revenue facing reps just click into a field to update it. Salesforce automatically gets updated with the new value. It’s as simple as that! 

More details on boards and how you can customize them here. And if you want details on how to create new views in Salesforce Lightning or Classic, read this article.

There’s lots more to explore in Dooly. 

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

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

Please reach out to us anytime with questions or feedback!


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