Dooly Overview

Dooly is a connected workspace platform that enables Sales teams to keep all the Revenue teams in sync with the information on deals and prospects, by the mere click of a button, that updates and syncs up Salesforce with the info.

The Notes feature provides for adding Salesforce fields within the notes and can be synced with Salesforce in real time. The software identifies new contacts and adds it automatically to Salesforce contacts. Dooly also enables instant updates to the Pipeline with facility to create a customized dashboard with a centralized view of the Pipeline information.

Dooly features include templates for all types of requirements that enables sales teams to collect the required information, in formats that get updated to Salesforce in real time. Dooly Playbooks provide prompts during conversations with prospects, enabling sales teams with product, competitor or other relevant information.

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Dooly solved their Sales Enablement needs. Cuspera uses 1165 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Enablement needs.

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using Dooly.

Other priorities:

  • Enhance Customer Relationships
  • Improve Consistency
  • Scale Best Practices
  • Improve Visibility
  • Improve Internal Communications
See all business priorities See less business priorities

Use Cases

Peers recommend Playbook Creation , Engagement Management , Forecasting , as the business use cases that they have been most satisfied while using Dooly.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Playbook Creation with Phone Calls

4.51/5

Read Reviews (29)

"...Knowledge transfer through account transfers/inheritances and keeping customers engaged with strategic playbooks based on their use case and level of engagement...." Peer review by Gunjan M, Business Development Representative, Marketing and Advertising
Engagement Management with Phone Calls and E-Mail

4.89/5

Read Reviews (28)

"...It's allowed me to create effective follow up tasks within Dooly to remind me to follow up with prospects...." Peer review by User
engaging and following up

4.86/5

Read Reviews (23)

Forecasting with Phone Calls

4.68/5

Read Reviews (22)

"...We have significantly improved the clarity of our pipeline and forecasting thanks to Dooly's seamless integration...." Peer review by User
PEER EXPERIENCES
Playbook Creation with Phone Calls

4.51/5

Read Reviews (29)

"...Knowledge transfer through account transfers/inheritances and keeping customers engaged with strategic playbooks based on their use case and level of engagement...." Peer review by Gunjan M, Business Development Representative, Marketing and Advertising
Engagement Management with Phone Calls and E-Mail

4.89/5

Read Reviews (28)

"...It's allowed me to create effective follow up tasks within Dooly to remind me to follow up with prospects...." Peer review by User
engaging and following up

4.89/5

Read Reviews (23)

Forecasting with Phone Calls

4.68/5

Read Reviews (22)

"...We have significantly improved the clarity of our pipeline and forecasting thanks to Dooly's seamless integration...." Peer review by User

38+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1165 insights from peers and experts to help you assess how these Dooly use cases fit your Sales Enablement needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Austin Hudspeth

Enterprise Account Executive

Formstack

Playbooks that guide us through product and competitor knowledge during live calls is an absolute game-changer. Testimonial By Austin Hudspeth

Alex Lindahl

Director of Sales

Scalr

One of my favorite capabilities is embedding Salesforce fields (like 'Next Steps') into your note canvas. Testimonial By Alex Lindahl

Hayley Burns

Senior Account Executive

Vanta

I can update the required fields for my deal instantly. Testimonial By Hayley Burns
CUSTOMERS TESTIMONIALS

Austin Hudspeth

Enterprise Account Executive

Formstack

Playbooks that guide us through product and competitor knowledge during live calls is an absolute game-changer. Testimonial By Austin Hudspeth

Alex Lindahl

Director of Sales

Scalr

One of my favorite capabilities is embedding Salesforce fields (like 'Next Steps') into your note canvas. Testimonial By Alex Lindahl

Hayley Burns

Senior Account Executive

Vanta

I can update the required fields for my deal instantly. Testimonial By Hayley Burns

Case Studies

COMPANY CASE STUDIES
Case Study Formstack

Dooly helps Formstack reps hit above quota with 3.4X more deal data captured in Salesforce

Read More
Case Study Contentful

Aligning international teams by better tracking Salesforce data

Read More
Case Study Vidyard

Learn How Vidyard Focuses on sales teams with Dooly

Read More

Popular Business Setting

for Dooly

Top Industries

  • Computer Software
  • Internet
  • Information Technology and Services

Popular in

  • Mid Market
  • Enterprise
  • Small Business

Peers used Dooly to Increase sales & revenue and Acquire customers

Peer and Expert Opinion on Features

for Dooly

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

4.21/5

Read Reviews (112)
Recording

4.34/5

Read Reviews (66)
Personalization

3.76/5

Read Reviews (15)
Dashboard

3.81/5

Read Reviews (10)
Capture information

4.44/5

Read Reviews (10)
FEATURES RATINGS AND REVIEWS
Templates

4.21/5

Read Reviews (112)
Recording

4.34/5

Read Reviews (66)
Personalization

3.76/5

Read Reviews (15)
Dashboard

3.81/5

Read Reviews (10)
Capture information

4.44/5

Read Reviews (10)

IT and Other Capabilities

for Dooly

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.14/5

Read Reviews (145)
Data Export

4.05/5

Read Reviews (86)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.14/5

Read Reviews (145)
Data Export

4.05/5

Read Reviews (86)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.25/5

Read Reviews (5)
Chat Support

3.85/5

Read Reviews (6)
Email Support

3.84/5

Read Reviews (3)
24/7 Support

3.82/5

Read Reviews (61)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.25/5

Read Reviews (5)
Chat Support

3.85/5

Read Reviews (6)
Email Support

3.84/5

Read Reviews (3)
24/7 Support

3.82/5

Read Reviews (61)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.42/5

Read Reviews (22)
Custom Reports

4.26/5

Read Reviews (217)
Analytics

4.22/5

Read Reviews (14)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.42/5

Read Reviews (22)
Custom Reports

4.26/5

Read Reviews (217)
Analytics

4.22/5

Read Reviews (14)

Software Failure Risk Guidance

?

for Dooly

Overall Risk Meter

Low Medium High

Top Failure Risks for Dooly

Vendor Profile Details

Company Name

Dooly

Company Website

https://www.dooly.ai/

Year Founded

2016

HQ Location

560 Beatty St, Vancouver, British Columbia V6B, CA

Employees

1-10

Social

Financials

Seed