Dooly Howto
Dooly is a connected workspace that helps revenue teams win more deals by improving CRM hygiene, running a winning sales process, and eliminating low-value work.
View MoreHow to Use Dooly
Sign up for a Dooly account: Go to the Dooly website and create a free account or contact sales for a demo of the paid version.
Connect Dooly to Salesforce: Integrate Dooly with your Salesforce account to enable automatic syncing of notes and data.
Install the Chrome extension: Add the Dooly Chrome extension to access Dooly features from any webpage.
Create a note for a meeting or call: Open Dooly before a meeting and create a new note, which will automatically sync attendees from your calendar.
Take notes during the meeting: Use Dooly's note-taking interface to capture key information during calls and meetings.
Update Salesforce fields: Update relevant Salesforce fields directly from your Dooly note without switching tabs.
Sync notes to Salesforce: After the meeting, sync your notes to automatically update the corresponding records in Salesforce.
Manage your pipeline: Use Dooly's Pipeline view to visually manage and update your deals and opportunities.
Conduct deal reviews: Utilize DealSpace for efficient deal reviews with customizable views of your pipeline.
Use templates and playbooks: Create and use templates and playbooks to standardize processes and enable consistent selling across your team.
Dooly FAQs
Dooly is a sales enablement platform that helps sales teams update Salesforce faster, take notes, and manage deals. It integrates with CRM tools and other sales software to create a connected workspace for sales professionals to improve productivity and close more deals.
Dooly Monthly Traffic Trends
Dooly experienced a 17.4% decline in traffic, reaching 37.7K visits. Despite significant updates, including the AI-flood forecasting initiative, Gemini app expansion, and the release of AlphaFold 3, the traffic drop suggests these updates may not have resonated with users or could be overshadowed by market competition.
View history traffic
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