Welcome to Dooly!
Dooly streamlines workflow and wipes out hours of Salesforce admin. You can use this bonus time to think more strategically about your customers and proof of concepts you're building 💥🎁.
Three things you can do to see value right away:
Take a note to prep and take notes for a call or document your proof of concept. You'll love seeing the whole deal narrative once you link your note to SFDC. All the notes associated with that record will show in your feed. NO way! YES way.
Create reusable templates to sync your fields, tasks, contacts and activities to Salesforce. Think about what you'd like to know from your AE, CSM, or CSM and have them use that template to write a note and loop you in!
Setup simple opportunity and account views for 1-click updating and visibility at every stage in the customer journey so you can see what you're working on.
Create tasks in your note or click on tasks from the left side navigation bar to stay on top of your to-do's. Shortcut is [ ] to add tasks to your notes. We know you like to stay really organized!
There’s lots more to explore in Dooly.
We're also happy to give you a concierge-style onboarding.
Please reach out to us anytime with questions or feedback!