Dooly

Dooly

von Dooly Research

Was ist Dooly?

Erfasst und führt Kundengespräche, während du deine Notizen, Felder und Aufgaben direkt mit Salesforce synchronisierst.

Dooly – Details

Dooly Research

https://www.dooly.ai

Dooly – Kostenübersicht

Dooly bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Dooly ist ab 25,00 $/Monat verfügbar.

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Startpreis

25,00 $/Monat

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Installiert - Mac

Cloud, SaaS, Web

Installiert - Windows

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Support während der Geschäftszeiten

Online

Dooly Funktionen

Vertriebsunterstützung Software

Der Softwareanbieter hat diese Information nicht vervollständigt.

Dooly – Nutzerbewertungen

Zeigt 5 von 86 Nutzerbewertungen

Gesamt
4,8/5
Benutzerfreundlichkeit
4,8/5
Kundenservice
4,8/5
Funktionen
4,6/5
Preis-Leistungs-Verhältnis
4,8/5
Michael S.
Enterprise Account Executive
Computer-Software, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 17.2.2020

"Powerfully Simple"

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

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Dooly Research an 26.2.2020

Thank you for the view and feedback! We've heard the feedback about the note templates being a bit too close to the typing area - working on it.

And personal notes, it's on our fix list too - definitely need an easier way to find them again.

Kris still sometimes beats me to the support line - he likes to stay on top of user feedback.

  • Quelle des Nutzers 
  • Bewertet am 17.2.2020
Chris K.
Sr. Sales Manager
Informationstechnologie & -dienste, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 14.2.2020

"Dooly; the motor behind our sales process"

Kommentare: 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.

Vorteile: 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.

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

Antwort des Softwareanbieters

von Dooly Research an 26.2.2020

Thank you for the review and feedback! Investing the time to setup templates and battlecards for your team will pay dividends when it comes to adherence, forecasting and getting deals across the line.

  • Quelle des Nutzers 
  • Bewertet am 14.2.2020
Verifizierter Rezensent
Customer Success Manager
Marketing & Werbung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 8.5.2020

"Listen to this!"

Kommentare: 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.

Vorteile: 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.

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

Antwort des Softwareanbieters

von Dooly Research an 12.5.2020

Thank you for the review! Appreciate the call out about our team making the fast design change. User experience is top of priority list and our engineering team is incredibly fast. When you pointed out what was missing in the new UI we released we realized it was something we needed to catch right away. Very grateful to have you as a life-long fan!!

  • Quelle des Nutzers 
  • Bewertet am 8.5.2020
Eoghan F.
SDR
Bau, 501-1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Quelle des Nutzers 
  • Bewertet am 18.2.2020

"Time Saving with Dooly"

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

Vorteile: 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!

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

Antwort des Softwareanbieters

von Dooly Research an 26.2.2020

Thank you for the review and feedback! We recently shipped some note updates that should fix some of the sync issues you were having. If this still persists please let us know so we can address straight away!

  • Quelle des Nutzers 
  • Bewertet am 18.2.2020
Conor N.
Sales Engineer
Computer-Software, 1.001-5.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 8.5.2020

"Easy Salesforce Interface and Reporting"

Kommentare: Helpful interface to keep up-to-speed on Salesforce-related activity

Vorteile: I use Salesforce to update all sales opportunities, as opposed to entering data directly into Salesforce, which can be slower to navigate. It saves me time entering in notes from calls and meetings, while allowing me to track all open opportunities with lots of flexible views/filters

Nachteile: While the Dooly templates allow me to enter in required Salesforce fields for every call/meeting, there's no way to have a consolidated notes log that condenses all call/meeting notes for an opportunity (similar to what you'd do with a Google Doc, Evernote, etc). When working sales opportunities that last 6+ months, there are dozens of meetings and calls with information being captured from each meeting, so it can be difficult to summarize those notes.

Antwort des Softwareanbieters

von Dooly Research an 12.5.2020

Thank you for the review and feedback! Tagging or other ways to organize long note history is something we're considering - I'll add your feedback to the details for that ticket.

Couple of suggestions in the meantime:

- Try using Headings to organize your notes for those long deals. Just select a line and choose H1 from the format window. Then you can expand or collapse the text under that heading. If you have a quick summary of the call at the top of the note, those would be enough for you to look at for a quick scan through the history.

- Update fields in a side modal instead of your note to keep your notes tidier. Click on "record options" and "show salesforce fields" to see how that works in a note.

Cheers!

  • Quelle des Nutzers 
  • Bewertet am 8.5.2020