Dooly — Real-time Sales Playbooks

Great way to organize notes and integrate to Salesforce

Previously I was using Pattern and when it was no longer available I was stuck without a tool until Dooly came along! I use Dooly to keep all of my notes in one place and update multiple Salesforce fields in one step. Aspects of the tool I like include the ability to see all past notes on an opportunity in one view however, other parts of the tool I am still getting used to such as updating fields. The team at Dooly is very fast at updating the tool when you give feedback, which is really awesome - keep up the good work Dooly team :D

Great for organizing and note taking

I like that Dooly is my go to place to take notes for my meetings and everything syncs easily to Salesforce. It helps me keep track of what I need to do for my opportunities and is a great addition to my calendar and email tool.

Allows me to work smarter and record everything into SF

Prior to using I was constantly struggling with note taking in one application and then having to go into SF to record my notes in a second location. I didn't like taking the notes directly in SF because of issues with editing not "taking" and then losing a lot of data that I had typed. Using Dooly allows me to take notes- format them as I like- and automatically link the data in SF while keeping it in the structure that I prefer in Dooly. Win-Win! Plus, I can update other fields in Dooly and it automatically updates those fields in SF without all of the clicks. Love it!

Best note taking tool with sync to Salesforce

I have used many note taking tools and this is by far the best. Dooly has really streamlined by day to day processes by allowing me to update Salesforce and keep my notes organized and prioritized. I would recommend this to anyone using Salesforce.

Extremely helpful

It's the first thing I look at most mornings. Saves me hours a week in stage / next steps updates, but also ensures my team are on top of their SFDC hygiene too

Awesome tool!

Dooly is incredibly intuitive to use. It will save you time and energy when updating Salesforce, and gives you one place for your notes to live. Take great notes, remember important client details, and stay streamlined. Thanks Dooly!

stop important information from slipping through the cracks

If you are like me you love to be as streamlined as possible so you can focus on customers not internal admin work. Dooly works great for ensuring your notes are in one place while easily updating salesforce. I first used pattern and was super happy, but now I am equally excited to be using dooly. Use dooly to take better notes and stop worrying so much about updating salesforce - let dooly do that for you.

Dooly is Amazing

If you're anything like me you used to use Evernote, Google sheets, email, and any number of other applications to keep track of notes during calls. Dooly centralizes it all and ensures everyone on your team is in the know with their seamless Salesforce integration. I love the formatting options and the seamless sync with Salesforce. Lets me take notes in the way that works for me while ensuring the rest of the team has the context they need.

A better way to manage your crm notes

Amazing product and some of the best customer experience I have ever seen; Kris is there with helpful tips tricks and demos when ever needed!!!

Stop what you're doing and sign up for Dooly.

Finally I can throw away evernote, I can stop creating google docs, and I can stop wasting time trying to find my last conversation notes in salesforce. For years I've struggled with finding a good way to track my conversations with customers - Dooly is the solution. Dooly has made me a more informed rep - being able to prep for meetings in a matter of seconds - but I'm also a more organized rep. My pipeline is always up to date because I'm updating records as I'm talking with customers. Aside from the notes feature, I can cruise through pipeline reviews with my manager using the Dooly Boards feature. Boards makes it so easy to review accounts and make updates with a click all without touching Salesforce. 5 stars and would recommend to a friend.