Dooly

Dooly

4.7
(84)

Dooly syncs your notes, fields, and tasks straight to Salesforce, while providing you with the information you need when you need it. Your focus remains on what matters most—winning over your customers.

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Dooly Features

Lead Facilitation

Customer-facing Chatbot

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

n/a

Lead Qualification

Automatically calculates which leads are the most likely to become a customer.

n/a

Lead Follow-up

Automatically contacts all leads.

n/a

Meeting Scheduling

Utilizes natural language processing to set up meetings.

n/a

Integrated Workflows

Task Management

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

91%
(Based on 27 reviews)

Email Tracking/Automation

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

n/a

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

92%
(Based on 6 reviews)

Other Outreach Options

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

96%
(Based on 8 reviews)

CRM Integration

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

98%
(Based on 36 reviews)

Content Management

Content Import

Ability to import sales and marketing collateral built outside of the solution

98%
(Based on 7 reviews)

Content Creation

Overall functionality of building unique sales and marketing collateral within the product

90%
(Based on 8 reviews)

Templates

Pre-built templates for fast and simple content creation

96%
(Based on 12 reviews)

Advanced Search

Ability to search through all content to easily find necessary collateral

83%
(Based on 7 reviews)

Content Storage

Overall storage and organziation capabilities

92%
(Based on 8 reviews)

Organization

Opportunity and Pipeline Management

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

97%
(Based on 6 reviews)

Data Entry

Automates the entry of collected data.

93%
(Based on 7 reviews)

Integrations / APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

90%
(Based on 5 reviews)

Repeatability and Reportability

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

86%
(Based on 18 reviews)

Workflow Management

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

95%
(Based on 10 reviews)

Workflow Performance

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Not enough data available

Sales Coaching and Insights

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

96%
(Based on 12 reviews)

Analytics

Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

78%
(Based on 6 reviews)

Alerts

Notification as to when a prospects interacts with a piece of collateral

77%
(Based on 8 reviews)

Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

93%
(Based on 7 reviews)

Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

92%
(Based on 6 reviews)

Performance Analysis

Coaching

Provides real-time coaching to sales representatives.

Not enough data available

Peformance Tracking

Tracks and analyzes sales representative performance.

Not enough data available

Presentation

Live Presentation

Ability to present to a prospect in-person

n/a

Screenshare

Virtual presentation capabilities via sharing screens

n/a

Mobile Presentation

The option to present live on a mobile device

n/a

Sales Analysis

ROI Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Not enough data available

Sales Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Not enough data available