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Description de Dooly
Capture et traite les conversations avec les clients tout en synchronisant vos notes, champs et tâches directement dans Salesforce.
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Dooly
Avis sur Dooly
Alternatives envisagées précédemment :
Daily Dolly User
Avantages :
It’s incredibly easy to use and syncs right into the appropriate spots in Salesforce which has reduced a great deal of time in my end. Additionally it’s great for providing new/green reps with custom templates and recommends comments when key words are identified.
Inconvénients :
It’s not possible for multiple team members to leverage in the moment and share ideas (like gdocs)
Réponse de l'équipe de Dooly Research
il y a 5 ans
Thank you for the review and feedback! Note collaboration is something we're exploring. In the meantime, try @name in a Dooly note to start a Slack conversation for that record.
Dooly Saves Companies
Commentaires : Please read above!
Avantages :
Let's face it. In this day and age, staying at a company for longer than 2-3 years is unheard of - especially for the millennial generation, also known as the Burn Out generation. Changing jobs, leaving accounts and customers behind is normal. It's part of the new cycle of career life. But with this comes customers and accounts changing hands frequently to the point of frustration for your clients and the new Account Manager taking over who has no idea what the customer cares about, who their kids are or what they did for the weekend - all important information to ensure renewal, expansion and prevention of churn. In enters Dooly. The tool that allows team members to seamlessly sync their calendar and their CRM of choice with a note taking platform that allows you to clearly indicate who attended, when the meeting took place and use templates to help guide the conversation and record important information fo the next Account Manager. Dooly is a lifesaver - it helps us set up team members for success, synchronize and consolidate all meeting notes for one customer in one flowing document and therefore keep customers happy by always being able to speak to their needs.
Inconvénients :
I have no negative or constructive feedback. I love Dooly. Get me a t-shirt please.
Réponse de l'équipe de Dooly Research
il y a 5 ans
Thanks so much for the review! Happy to hear that Dooly is helping your team with CSM transitions and always having account info at your fingertips.
Good, not great
Avantages :
Easy to take notes, good to have templates and simple to find old notes and sync with SFDC.
Inconvénients :
If you update SFDC, then go into dooly and sync your note, everything in SFDC gets erased, which is very annoying.
Réponse de l'équipe de Dooly Research
il y a 4 ans
Thank you for the feedback. The info on the Salesforce side should only update with the content from your Dooly note. If the Dooly note has fields that are blank, then that would update SF with a blank too. If you're seeing anything else happening please let us know so we can investigate. Thank you!
Easy Salesforce Interface and Reporting
Commentaires : Helpful interface to keep up-to-speed on Salesforce-related activity
Avantages :
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
Inconvénients :
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.
Réponse de l'équipe de Dooly Research
il y a 4 ans
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!
A faster and more intuitive way to update Salesforce records
Commentaires : I have to admit I didn't use it for the first couple of months to it's full potential, until a colleague explained it to me when I was having trouble with Salesforce errors. Since I learned all of the different processes I can manage with it, I work out of dooly more than I do Salesforce!
Avantages :
I love the ability to update records in Salesforce without having to go into Salesforce. Not only can I log notes from calls and create task lists for myself, I can also create templates to update records when moving opportunities to different stages, viewing lists of records (accounts/opportunities) so that I can update next steps. With the upgrade to lightening and so many integrations plugged in, Salesforce can be very slow. Dooly definitely provides a great alternative
Inconvénients :
It can be laggy sometimes New users need either good training or some sort of intuitive guide built into the software to show how useful it can be used and the efficiencies it can provide to sales people
Réponse de l'équipe de Dooly Research
il y a 4 ans
Thank you so much for the review! Glad you've found the Dooly nuances that help you stay on top of your day. We recently updated our onboarding experience and are working on more UI changes to make things more discoverable in app. Sounds like you joined before the improvements. Please reach out with questions or feedback anytime!