Streamline your workflow with Dooly!

Get hours back in your day for happier selling and account management. Take the pain out of Salesforce admin so you can save time, win more, manage accounts and opportunities, and get those deals across the line faster! 💥 🎁

1. Update your pipeline and accounts in seconds

Save hours of Salesforce hassle with 1-click pipeline updates for your opportunities and accounts. Your close dates, next steps, stages (and ALL the other fields) update Salesforce in real-time. No more Friday scramble to do your admin work.

You’ll love the freedom to slice and dice your pipeline for easy prioritization of work. Learn more about customizing pipeline views.

2. Get more done while taking notes

Stop duplicating your note-taking efforts and get the full customer narrative into Salesforce. Dooly syncs all your note’s content to the right places in Salesforce, including fields, tasks, contacts, and activities. Magic! 🎩 Get the top 10 tips for notes.

Supercharge your notes by creating templates for handovers, discovery calls, account check-ins, and deal progression (including all the fields you’re supposed to fill out) so you never miss a beat.

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

3. Create new records on the fly

CMD+K is the shortcut. From there, you can quickly create a new opportunity, account, contact, or lead. Once created, a new note opens so you can capture details from your call. Dive deeper into quickly creating new records.

4. Get the Chrome extension

While the Chrome extension is open with Outreach, Salesloft or Salesforce itself. As you transition between records, a callout appears in Dooly so you can quickly create a new note for the opp you’re working on.


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