Dooly Reviews

Powerfully Simple

Comments: Awesome! When I first started the founder would answer my chat questions. Highly engaged leadership and the product continues to evolve for the better.

Pros:

Quickly and easily attaches to SF to keep notes organized with opportunities and accounts. Love the LinkedIn integration for contact management. Clean & simple look is easy on the eyes.

Cons:

The recent template upgrade clutters the note and I frequently click a template by accident instead of free type. But extremely minor. Would also like better organization of personal notes.

Dooly; the motor behind our sales process

Comments: This product makes it much easier for customer facing people to enter relevant notes into our CRM, which means that they actually do it, which makes for a better customer experience throughout their life with us. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. We are working toward having Dooly be the motor that drives our Sales Process.

Pros:

As a manager, the Boards functionality allows me to do pipeline reviews MUCH more effectively, as I can edit in-line. By building templates, we have been able to get more prescriptive with the team with respect to the types of questions they ask, and the type of information they gather. This helps us a lot with Sales Process adherence. The playbooks functionality has enabled us to serve the team with Battlecards for competitive situations. The direct sync with Salesforce means that the right info is captured at every step along the way.

Cons:

My only complaint is that there is some work to set it up properly.

Time Saving with Dooly

Comments: Overall I do like Dooly. The templates allow me to fill out multiple SF fields at once which saves me a lot of time.

Pros:

After dialling a prospect from Salesforce, the system needs to refresh before editing any account or contact in Salesforce; except when taking notes in the Dooly extension. Not only does this save me manual duplicate entry time, but it prevents a very annoying error when pasting notes into SF as the page hasn't refreshed. Not to mention the ability to populate templates in Dooly!

Cons:

Sometimes, although not often, the notes simply do not sync to SF.

Listen to this!

Comments: So they made a small change. I thought I couldn't find a toggle I'd been using, but I was told they'd redesigned this and I couldn't actually do what I wanted. This was a bit annoying, but nothing terrible, I'd figure out how to work around it. When I explained my workflow and how I'd been using it, my success manager talked to her team and THEY PUT IT BACK. I use a LOT of tools, and I've never heard of a company making a change like this because one customer asked for it. Absolutely incredible service - they're a joy to work with and this made me a life-long fan.

Pros:

Dooly solves one of my biggest problems with using a CRM: Getting my notes saved on time. I never type my call notes in a crm directly, as the risk of having them not save and losing everything is too high. I used to type into a notepad or word doc, but I'd always forget to copy them over later. Dooly just makes this work seemlessly. You type in one place, hit sync, and it does what it's supposed to. Read below for the incredible experience I had with their team.

Cons:

I WAS super annoyed that they made a small update that messed with the workflow I'd been using. See below.

Must Have for Sales Teams

Pros:

I've used Dooly both as a manager and individual contributor. As an IC it's the easiest way to capture notes from sales calls quickly into salesforce. The templates also allow ICs to quickly prep for calls and ask consistent questions on those calls. As a manager, it makes onboarding new employees much easier because they can look at templates and feel enabled to start taking calls on day 1. It also means that my team is using a consistent sales methodology and process on the calls, streamlining the way we sell. It also means I can easily look through notes from a call while I'm in salesforce.

Cons:

I wish when logging a call to an record in salesforce you could set it up so that it would auto default to a certain record type. Examples: Sales reps auto default to the opportunity record, CSMs auto default to the account record. This is nit picky feedback, it was hard to think of something.

Great Tool - Way better than Quip

Comments: Allows me to stay outside of a clunky Salesforce instance while keeping tabs on my open pipe

Pros:

Bi-directional sync with Salesforce enables me to work exclusively in Dooly. I go into Salesforce maybe once every 3 days. updating my notes is a breeze and being able to see related notes lets me work with my teammates more collaboratively.

Cons:

I'm not really sure as I very much enjoy the tool.

Fantastic tool to facilitate information collection and accessibility

Comments: Collaboration and visibility into different customer interactions has been very helpful

Pros:

The software is very easy to use and get started with. Training sessions are very short and users are able to effectively use Dooly almost immediately. An underrated aspect is that everyone can work with Dooly the way they want to and ultimately, the team has a holistic view of the account from different perspectives. This makes collaboration, visibility, and handovers much simpler. Having keywords highlighted for playbooks also makes things much simpler to discuss immediately.

Cons:

Nothing at the moment. It's very straightforward to use. One thing that is a minor inconvenience (if you can call it that) is multiple notes by different users. If there was a way to consolidate the notes intelligently, or at least have one note with the sections separated by the author, that would be interesting. It would also be interesting if it could reference notes that were taken for the account before as you're typing them out.

Dooly as an SDR

Pros:

Simple to use and sync across salesforce and other platforms.

Cons:

Wish I could access the notes on my phone with Sales Navigator. Might be able to maybe I haven't looked enough.

Game changer for CRM Cleanliness

Comments: Major increase in productivity and time savings by editing Salesforce in Dooly instead of Salesforce itself.

Pros:

Dooly took me a few weeks of focus to fully learn but once I began using it frequently it totally changed how clean and up-to-date I kept my CRM. Editing next steps and close dates should be this easy in Salesforce but it simply isn't and Dooly saves me at least 3 hours per week from productivity alone.

Cons:

Was difficult to learn at first but well worth putting in the time to learn.

Converted me from hand-written notes

Pros:

Super easy to use and link to a Salesforce opportunity - makes referencing notes later much easier than flipping through pages of notes. Love having templates set up to ensure I get the correct info on each call.

Cons:

Tricky to find where to to go to switch the note to another Opportunity/Account Only some Salesforce fields can be pre-populated

Very Useful

Comments: Dead simple to use. I don't even take advantage of all of features and I'm still really happy with. Look at my calendar, select my meeting, and get to note taking.

Pros:

All my notes in one place. Connects to my calendar. Seamless integration with salesforce. Can send note links to colleages. Can link Salesforce tasks to notes.

Cons:

Could use a bit more formatting finesse.

Dooly More

Comments: Keeping accurate and updated notes for our opportunities is critical, but also ensuring that the teams are enabled with the right information at the right time was previously difficult. Dooly has streamlined that process.

Pros:

Dooly makes the tedious task of sales life all but go away. The solution makes notes take action as well as makes managing/updating a forecast a breeze.

Cons:

TBH There is nothing that I could think of to dislike.

Dooly is a great addition to your sales toolkit

Comments: Dooly allows me to make updates quickly and regularly on my accounts. Dooly also helps me to stay on top of my opportunities and ensure that nothin gets missed!

Pros:

Dooly is so easy to use! It helps me have a great understanding of my pipeline. The integration with salesforce is seamless and I especially like 'card view' to see where all of my opportunities are at.

Cons:

Not a big deal, but I wish there was an easier way to sort the filters for my opportunity view.

Salesforce Integration = Best Note Taking Tool yet

Comments: Solid

Pros:

The ability to integrate with salesforce (which is painfully slow a lot of times, even in "lightning" ironically) is so convenient and makes updating a lot of opps at once way easier and more efficient.

Cons:

Wish some of the fields when syncing to a SFDC field would be larger than a single line view so you could see the entirety of the notes from that section.

How Salesforce note taking *should* work

Comments: Dooly's support team are the best. Always responsive and informative in a clear, concise way.

Pros:

Super clean interface that only shows you what you need when you need it. It's easy to use for a beginner, without any training. And as you use it more, there are lots of shortcuts and powerful features to make your workflow better.

Cons:

Updates that happen somewhat frequently, and then I have to re-learn (which doesn't take long) where a certain option/button is.

Dooly is a game changer for our team

Comments: Best team to work with, so helpful and open to product feedback

Pros:

Ability to synchronise calls to SFDC, forecasting See old calls

Cons:

That not everyone on our team uses it 😭

Dooly is Great!

Comments: Dooly allows me to not only take great notes on the fly, but also keeps me organized and saves me a bunch of time.

Pros:

Dooly is an incredible time saver and makes arduous administrative tasks simple. It helps streamline data entry into Salesforce and allows me to quickly update opportunities and manage my pipeline.

Cons:

Dooly is used to a improve a process that a lot of people are very used to. I think there can be a little reluctance to change if not explained well.

Great tool and amazing team

Comments: Brilliant experience so easy to use

Pros:

Dooly makes taking notes and managing my pipeline so easy it’s unfathomable

Cons:

Not much to complain about would love to make the filtering on boards more obvious

Love Dooly

Comments: I don't have to click into individual opps. Helps streamline everything!

Pros:

Easy to use Syncs to SFDC Keeps my manager off my back Saves me time

Cons:

UI - Could be cleaner and easier to set up

Huge Time Saver

Comments: Dooly has been great. Customer success is amazing and the product saves our team time.

Pros:

Dooly is a huge time saver. Not just for Opp management, but for discovery notes as well. I have saved hours a month using Dooly instead of SFDC to input notes, change opp stage, and update accounts.

Cons:

Honestly, there is nothing I can complain about.

Such a great sales tool

Pros:

I love the simplicity of the software and how it makes my notes taking abilities that much easier while talking to prospects.

Cons:

There are many features and I don't know how to use all of them.

BIG FAN

Comments: Such a great way to take notes, and keep myself organized with my daily tasks and to do list.

Pros:

I love how this tools integrates so easily with my other sales tools. I no longer have to duplicate my effors. Dooly makes it easy to take notes, save them, and then tie back the notes to the right opportunity. I love how fast it works and how easy it is to learn. I never used dooly until this job and I am now not aware on how I ever went through my sales career without it!

Cons:

nothing - it truly checks all the box's for me!

Hear me --It is Dooly

Comments: Amazing! It's easy to use and syncs rightly which makes it a great. The templates helps to save me a lot of time.

Pros:

Easy and simple to use and a good time manager.

Cons:

No way to have a consolidated notes log that condenses all meeting notes. New user needs good training before use.

Salesforce functionality

Pros:

I use Dooly to update lead information efficiently every morning and it updates their Salesforce information. This saves me hours of time a week and I have never had any problems with the service. If anyone uses Salesforce on a daily basis, this is a MUST to save yourself time and sanity.

Cons:

The only functionality problem I have encountered is the inability to scroll horizontally to the left (on Mac), without initiating the "back" gesture.

Great for notes!

Comments: Dooly is a great tool to quickly access a template and sync notes with a Salesforce record. Love that you can start the note right from GCal

Pros:

Templates, sync with Salesforce, direct link from calendar

Cons:

Does everything I need it to, no cons for me