Dooly

Dooly is a comprehensive sales enablement platform that streamlines the sales process by reducing administrative work, improving team handoffs, and enhancing CRM hygiene and forecast accuracy. It leverages generative artificial intelligence to support sales and customer service teams in closing more deals efficiently.

Key features:

- Smart Notes & Documents: Automates note-taking process, syncing fields and notes directly to Salesforce, reducing time spent on administrative tasks.
- Pipeline Manager: Visual tool for effective pipeline management, providing an intuitive interface for tracking deals and accounts.
- DealSpace: Customizable, deal-by-deal view for conducting deal reviews, summarizing key information about each deal in the pipeline.
- Sales AI Recommendations: AI-driven suggestions for actionable next steps on deals based on smart notes analysis.

How it works:

1. Users access Dooly through a single-page workspace, eliminating the need to switch between multiple tabs or applications.
2. Sales representatives can create or update opportunities, accounts, contacts, or leads directly from Dooly.
3. The platform integrates seamlessly with Salesforce and other tools in the sales tech stack.
4. A Chrome extension allows users to access Dooly's features while browsing other sites.

Integrations:

Salesforce, Gong, Slack, Outreach, Salesloft, G-Suite tools

Use of AI:

Dooly utilizes generative artificial intelligence in its Sales AI recommendations and smart note-taking capabilities. The AI analyzes smart notes to suggest actionable next steps on deals, helping sales teams prioritize efforts and focus on promising opportunities.

Target users:

- Sales and customer service teams
- Organizations prioritizing efficiency in sales operations
- Process-driven and efficiency-obsessed teams looking to standardize sales processes
- Companies focused on improving CRM hygiene and forecast accuracy

How to access:

Dooly is available as a web application with additional functionality provided through a Chrome extension for easy access across various websites.