It’s incredibly easy to use and syncs right into the appropriate spots in Salesforce which has reduced a great deal of time in my end. Additionally it’s great for providing new/green reps with custom templates and recommends comments when key words are identified.

It’s not possible for multiple team members to leverage in the moment and share ideas (like gdocs)

Please read above!

Let's face it. In this day and age, staying at a company for longer than 2-3 years is unheard of - especially for the millennial generation, also known as the Burn Out generation. Changing jobs, leaving accounts and customers behind is normal. It's part of the new cycle of career life. But with this comes customers and accounts changing hands frequently to the point of frustration for your clients and the new Account Manager taking over who has no idea what the customer cares about, who their kids are or what they did for the weekend - all important information to ensure renewal, expansion and prevention of churn. In enters Dooly. The tool that allows team members to seamlessly sync their calendar and their CRM of choice with a note taking platform that allows you to clearly indicate who attended, when the meeting took place and use templates to help guide the conversation and record important information fo the next Account Manager. Dooly is a lifesaver - it helps us set up team members for success, synchronize and consolidate all meeting notes for one customer in one flowing document and therefore keep customers happy by always being able to speak to their needs.

I have no negative or constructive feedback. I love Dooly. Get me a t-shirt please.

Easy to take notes, good to have templates and simple to find old notes and sync with SFDC.

If you update SFDC, then go into dooly and sync your note, everything in SFDC gets erased, which is very annoying.

Helpful interface to keep up-to-speed on Salesforce-related activity

I use Salesforce to update all sales opportunities, as opposed to entering data directly into Salesforce, which can be slower to navigate. It saves me time entering in notes from calls and meetings, while allowing me to track all open opportunities with lots of flexible views/filters

While the Dooly templates allow me to enter in required Salesforce fields for every call/meeting, there's no way to have a consolidated notes log that condenses all call/meeting notes for an opportunity (similar to what you'd do with a Google Doc, Evernote, etc). When working sales opportunities that last 6+ months, there are dozens of meetings and calls with information being captured from each meeting, so it can be difficult to summarize those notes.