Dooly's connected workspace helps SEs streamline their workflow so they save admin time, prep for their calls all in one place and go deeper in conversations.

We find that adoption for SEs tends to work best if they start with note-taking.

Step 1: Set up note templates

Help SEs and stop duplicating their note-taking effort and get their research and customer conversations into Salesforce.

Here are some tried and true note templates for SEs to make note-taking a breeze:

  • Research

  • Call prep

  • Call notes

  • Demos

  • Proof of concept

  • AE to SE opportunity briefing

The SE template gallery can help with inspiration for template structure, SFDC fields, and key questions to ask.

Step 2: Set up custom pipeline views

Help SEs save hours of Salesforce hassle by creating custom pipeline views so they can easily see accounts or opportunities that they're involved in.

Create pipeline views with all SE-relevant fields and share with the team.

Step 3: Set up field sets

Help SEs easily update all relevant Salesforce fields while in their conversations with customers. Field sets are a great way to group related fields together for easier and faster updating.

Here's some inspiration for field sets that your SEs will absolutely love!

  • Demo

  • Technical requirements

  • SE Recommendations

  • Next steps

Step 4: Set up playbook cards

Make SEs as confident on day 1 as they are on day 100, armed with the knowledge to answer any question or objection that comes their way.

Playbook cards display in real-time based on what is said or typed all while SEs are taking notes on a call.

Here are some examples of playbook cards to create for your SEs:

  • Competitive battlecards

  • Case studies

  • ROI stories

  • Product knowledge

  • Process and steps to follow

Things to keep in mind while creating playbook content:

  • Focus on what someone will need to know, say, and share

  • Make them short and easily digestible

  • If certain topics require a lot of follow up questions, create playbook cards with those questions so SEs can easily add those questions to their note

Download the Dooly Chrome extension

Ensure your SEs have the Dooly Chrome extension installed so they can have Dooly open side-by-side where they work.

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