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What is Dooly?
Dooly is a workspace designed to help revenue organizations reach record efficiency by connecting tools, people, and processes. It provides a centralized platform to standardize how sales and customer success teams operate, leading to more closed revenue.
The platform offers tools such as smart notes, pipeline management, and DealSpace for deal reviews. By automating tasks, integrating with popular sales tools, and providing templates, Dooly significantly reduces administrative overhead, enhances CRM data accuracy, and allows teams to focus on core selling activities.
Features
- Smart Notes & Documents: Eliminates hours of admin with an automatic note system that syncs fields and notes to Salesforce.
- Pipeline Manager: Visually, intuitively, and swiftly take control of your pipeline.
- DealSpace: Run best-in-class deal reviews with a customizable deal-by-deal view.
- AI Deal Summarization: Suggests actionable next steps on deals based on Smart notes.
- Integrations: Connects dynamically with Salesforce, Gong, Slack, Outreach, Salesloft and your G-Suite tools.
Use Cases
- Sales Cycle Management
- Post Sales Customer Management
- Deal Reviews
- Process Adoption
- Team Handoffs
- Renewals & Expansion
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