Dooly.AI Reviews and Ratings

Rating: 8.8 out of 10

Score

8.8 out of 10

Community insights

TrustRadius Insights for Dooly.AI are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Dooly.AI has proven to be a valuable time-saving tool for users, allowing them to sync fields into their notes, use customizable templates, and sync notes back to Salesforce for easy access by everyone. Users have found it useful not only for meetings and note-taking, but also for day-to-day tasks and training sessions. The software simplifies tasks that should be simple in Salesforce, addressing the slowness and frustration experienced with the platform.

Users find Dooly.AI crucial to their success and organization as it helps them stay organized, update multiple Salesforce fields at once, and provides a high-level overview of deals. With Dooly templates, it becomes extremely easy and faster to fill out multiple dependent fields within Salesforce, avoiding mistakes and saving time. The software also allows users to build reports, update fields across multiple opportunities, and collaborate with team members by sharing notes and suggestions.

The seamless integration with Salesforce enables users to create notes during phone calls, automatically synchronizing them with Salesforce to avoid losing important details. Sales teams rely on Dooly.AI to track opportunities, take notes, link calls with Salesforce opportunities, and maintain their pipeline. By eliminating data silos and allowing sales reps to complete notes in Dooly.AI that automatically attach to multiple Salesforce records, it streamlines workflows efficiently. Users appreciate the time-saving aspect of Dooly.AI as it eliminates the need to click into each Salesforce opportunity to update next steps and other fields.

Dooly.AI finds extensive usage among sales teams as well as onboarding and implementation teams for all customer calls and interactions, providing a comprehensive view of notes that sync seamlessly with Salesforce. Users can quickly update accounts and opportunities using the boards feature, saving them a significant amount of time. The integration with Salesforce further streamlines the note-taking process and reduces the administrative work involved in searching for each field to edit, ensuring accurate inputs. After introducing Dooly.AI to teammates, it has been widely adopted within the team and even by managers to maintain Salesforce hygiene efficiently. Users highly recommend Dooly.AI to individual contributors who use Salesforce, highlighting its responsiveness and the difference it makes in streamlining workflows.

With its ability to save time, simplify note-taking, and seamlessly integrate with Salesforce, Dooly.AI proves to be an invaluable tool for users across various teams and departments. Whether it's updating fields, collaborating with team members, or maintaining a comprehensive view of customer interactions, Dooly.AI helps users stay organized, efficient, and productive. The positive user experiences and the wide range of use cases make Dooly.AI a recommended solution for anyone looking to streamline their note-taking process and improve their Salesforce workflow.

Reviews

15 Reviews

Dooly is the best for teams looking to move quickly

Rating: 9 out of 10

Incentivized

May 4, 2022

Use Cases and Deployment Scope

Problem: Salesforce is slow to update and annoying. Solution: A fast tool that can really help me update the platform so so fast.

Dooly really gets it right, they are focused on making the simple tasks that should be simple in SFDC, actually easy to use again. It seems ridiculous that you need another product to do this, but you do, and this is the one you should be using.

Pros

It is fast and pulls my lists of accounts so so fast.
It's easy to take notes and pull in historical context.
I can clearly see the activity on my account.

Cons

Sometimes there is a challenge in getting the right list of opportunities to show up.
I'm not sure if this is possible, but it would be great to see dashboards on this platform too.

Likelihood to Recommend

Good: Anyone who has to update SFDC daily, should be using Dooly. It's the only place you should be looking at to house your comments, and notes, move around accounts and update your pipeline. It's just so so so much easier Bad: If you need to move complex deals. The tool is meant to be really simple, and so I have a feeling if you have a super complex version of SFDC, it's gonna be hard to pull off.

Alex Amerling

Strategic Account Executive in Corporate at Handshake (501-1000 employees)

Vetted Review

3 years of experience

View profile

Treasure your time with Dooly

Rating: 9 out of 10

Incentivized

April 26, 2022

Use Cases and Deployment Scope

After introducing Dooly to a few teammates, it's now used across my team and my manager as well. We mainly use it to maintain SFDC hygiene in a jiffy. The responsiveness is great and I would recommend anyone who is in an individual contributor role who uses Salesforce to give it a try and see the difference

Pros

Opportunity updates
Note taking during meeting
Battlecards for calls

Cons

Integrations with automation tools
Splitting of the window when notes are taken
embed capabilities

Likelihood to Recommend

Works only on Salesforce so if you use any other CRM, no point getting Dooly. It's made for enterprise and is free to get started. The paid features get useful when you have a large volume of meetings and a rather complicated product to sell. Does not require any setup besides a few clicks to connect to SFDC

Verified User

Executive in Sales (501-1000 employees)

Vetted Review

1 year of experience

Best SF companion.

Rating: 9 out of 10

Incentivized

April 19, 2022

Use Cases and Deployment Scope

We use Dooly.Al as the de-facto general UI and daily activity replacement for Salesforce. It helps us keep track of our activities, meetings, task assignments, and data access in general.

Pros

Much clearer and concise data acquisition interface.
Note taking consistency (templates, assignment, etc.)
Integrated help in the notes (playbooks)

Cons

Customer-side customization.
Voice/recording integrations
In-line SF objects mentions

Likelihood to Recommend

Anyone using Salesforce will benefit from Dooly.Al, flat out. It presents a much refined and clean interface to find the relevant data and allows bulk (and sometimes field-level) changes that are strangely not possible in SF. Providing Note Templates and Playbooks will require some investment from the user org to get things sorted out yet once it's done the results are impressive.

Verified User

General Manager in Corporate (1-10 employees)

Vetted Review

1 year of experience

Dooly.AI is a great tool !

Rating: 9 out of 10

Incentivized

April 18, 2022

Use Cases and Deployment Scope

Dooly.Al is used as a note-taking solution with customizable in-built templates that helps in the conversation. With this, I am able to ask relevant questions to identify the pain points of customers, have sufficient prior research done before the conversation, and be able to come back to refer to the notes taken down anytime without worries that they would disappear. Not only that but being able to use it for any form of meeting from training to taking down notes to performing my day-to-day task has been extremely useful.

Pros

Customizable Templates
Ease of access
Integration with Salesforce
Accessibility to return to the notes at any point in time

Cons

Note taking tips could be useful
Perhaps integration to video recording service to view notes & the meeting concurrently

Likelihood to Recommend

It is best suited whereby individuals are required to take down notes as a part of their job, especially in client-facing roles (Sales, etc) as I found that some of my friends who are not in client-facing roles do not take down notes as much as compared to me. (Eg. Developers, Marketers, etc). I found that Dooly.Al could be extremely useful if it is integrated with call solutions, whereby we can take down notes while on a call with a prospect.

Warren Hou

Sales Development Representative in Sales at Talon One (51-200 employees)

Vetted Review

1 year of experience

Dooly.AI user feedback

Rating: 7 out of 10

Incentivized

April 15, 2022

Use Cases and Deployment Scope

Although Dooly.AI offers other features, our company's main use is NOTES. Integration with Salesforce.

Pros

Template for NOTES and duplicate it
Adding highlight color and bold to text on NOTE
Integration with Salesforce

Cons

Notes are unorganized in a list making not simple to find NOTE easy to look for.
No ability to import or export NOTE templates, so we have to manually create line by line.

Likelihood to Recommend

While on a video call, Dooly.AI can be open on a browser to type notes. Then it can be SYNC'd to Salesforce to log records. Ease of use can be better. Support attempted to NOT resolve issues presented on a couple occasions until I had to record a LOOM video to prove the issue.

Michael Molinare

Account Executive in Sales at DemandScience (1001-5000 employees)

Vetted Review

1 year of experience

Great product!

Rating: 7 out of 10

Incentivized

April 14, 2022

Use Cases and Deployment Scope

Call review notes so the internal team can reference later on in the future.

Pros

Allows us to quickly research a keyword a prospect says for on the fly rebuttals.
Easy to build templates for efficient note taking.
Seamless ability to import directly into our Salesforce CRM.

Cons

If I delete the very first line/sentence, it can often lead to me getting an error. I then have to reload the page which is quite frustrating.

Likelihood to Recommend

Great for sales, CXM, or any customer facing roles for fast and efficient note taking for the team to see in minutes.

Eric Piccione

Account Executive in Sales at Demand Science (1001-5000 employees)

Vetted Review

1 year of experience

View profile

Thanks to Dooly we can focus on sales

Rating: 9 out of 10

Incentivized

March 22, 2022

Use Cases and Deployment Scope

It is a fundamental and complementary tool to the SalesForce software, because we can create notes while we are on a phone call and these notes are automatically synchronized in the SalesForce software to not lose the details of the call with the customer, saving time.

Pros

Excellent integration, automation and synchronization with SalesForce, allowing the entire note filling process to be done almost automatically.
It has customized sections to have at hand all the information I need to sell.
It has an orderly format and a simple interface to clearly visualize all the notes made during the call.

Cons

That sometimes the update with SalesForce is not activated, is a big drawback, since it is what we mainly use it for.
The main screen can look a bit cluttered with information, which creates a bit of chaos when logging in.
I'd be very happy if it had a mobile app so I wasn't dependent on the computer for work.

Likelihood to Recommend

This is a great tool that allows sales agents to be better organized when closing deals with customers on phone calls. It has allowed us to work more efficiently and together with the synchronization with SalesForce we have achieved a constant increase in our sales.

Luisana Pacheco

Principal in Customer Service at Princeton HR Insight LLC (1001-5000 employees)

Vetted Review

1 year of experience

View profile

Use Dooly.AI to save time on manual Salesforce work

Rating: 10 out of 10

Incentivized

August 11, 2021

Use Cases and Deployment Scope

I'm not sure if Dooly.AI is being used by other departments, but within the Sales Org we use it heavily to save time updating Salesforce opportunities. Dooly.AI is great because I can take notes, link them to the opportunity, hit sync and an activity record will show up with all the notes so I don't have to manually input information into Salesforce. I also love how you can build reports and and update fields in Salesforce across multiple opportunities while looking at a list view, something that I wasn't able to figure out in Salesforce and used to use Clari for, but the Dooly.AI interface is much easier to use and has other features that I love in addition to editing opportunities en masse. It's also a great collaboration tool as I can see notes from other team members on the same account, they make suggestions for competitive intel based on keywords, it keeps a nice, clean ongoing list of notes for each opportunity. As you can see, the list goes on and on - I love Dooly.AI and would recommend it to anyone that wants a better note take system and wants to save time updating your CRM.

Pros

Automatically sync notes with Salesforce
Collaborate with your team
Update Salesforce opportunities en masse

Cons

Improve calendar sync
Automatically connect accounts/opportunities
Suggestions for followups

Likelihood to Recommend

Christopher Atwater

Account Executive in Sales at Intercom (501-1000 employees)

Vetted Review

2 years of experience

Note taking and context collaboration among teammates at scale!

Rating: 10 out of 10

Incentivized

August 10, 2021

Use Cases and Deployment Scope

Dooly.AI is used by our entire GTM organization. We leverage Dooly to have a single source of truth of notes for all of our key accounts (sales/partners) and the relevant meetings and opportunities associated with those accounts. For any meeting we have, we are able to take notes and relate information to specific keywords. With integrations, Dooly syncs between our calendars and Salesforce, making it easy to log calls/emails and share notes across the entire team.

Pros

Dooly.AI is easy, powerful, and intuitive!
Dooly.AI saves me incredible time as I can take notes in one place and it syncs up to all relevant Salesforce objects.
Dooly.AI's support team is incredible! They customized Dooly for our GTM team and have been an incredible partner!

Cons

I'd love if Dooly had a mobile app for notes.

Likelihood to Recommend

Dooly.AI is well suited for larger GTM teams with thousands of accounts. When partnerships, sales, and sales engineering are all involved with an account, Dooly makes it easy to collaborate and share notes between the entire team. This all integrates with Salesforce, so anyone that comes in later to an account can go back into Dooly notes and get caught up quickly.

Dooly.AI can also be used for smaller teams. I don't see a scenario where Dooly.AI wouldn't be appropriate.

Zach Ettelman

Strategic Partner Manager in Marketing at Contentful (51-200 employees)

Vetted Review

1 year of experience

View profile

Dooly.AI (THE GOAT)

Rating: 10 out of 10

Incentivized

August 10, 2021

Use Cases and Deployment Scope

Dooly.AI is being used by our organization for many different reasons. Primarily, my usage on the sales side is heavily leveraging the integration with Salesforce. This integration allows for me to do many things. 1) Directly take notes from a custom template that I have created that will sync back into the opportunity on SalesForce. 2) I have the ability to make updates to my opportunities such as next steps, moving pipeline stages and may other pieces.

As a whole it allows for us to streamline the note taking process and admin work that it would take within salesforce to find each field to edit and then save hoping you did it the right way and not missing an input.

Pros

Syncing with SalesForce
Allowing for customization of templates

Cons

Sometimes the sync with salesforce does not work, so if there's ability that when a new field is created in salesforce for say a closed won template, that it would update that new field into Dooly.AI automatically

Likelihood to Recommend

Dooly.AI is best suited when you are needing to take a lot of notes or when needing to make updates to something in salesforce and you want to eliminate the time it takes to find each field that is necessary. The fact that there is no duplicate entry like I am used to for taking notes is where I see the biggest time savings.

Verified User

Team Lead in Sales (1001-5000 employees)

Vetted Review

2 years of experience

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