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.

I have to admit I didn't use it for the first couple of months to it's full potential, until a colleague explained it to me when I was having trouble with Salesforce errors. Since I learned all of the different processes I can manage with it, I work out of dooly more than I do Salesforce!

I love the ability to update records in Salesforce without having to go into Salesforce. Not only can I log notes from calls and create task lists for myself, I can also create templates to update records when moving opportunities to different stages, viewing lists of records (accounts/opportunities) so that I can update next steps. With the upgrade to lightening and so many integrations plugged in, Salesforce can be very slow. Dooly definitely provides a great alternative

It can be laggy sometimes New users need either good training or some sort of intuitive guide built into the software to show how useful it can be used and the efficiencies it can provide to sales people

I love how I can see all the notes across my accounts, opportunities, and contacts in one place. I love how it all syncs automatically to Salesforce and I can run analytics on these syncs. I love the integrations and the ability to update Salesforce fields automatically from the Dooly note.

Dooly needs more formatting options, like the ability to colour, highlight, and underline text. When you insert a contact field into the notes, it does not give you the ability to see their phone number or title. It only returns back their name and email. Return back the title at the minimum so I don't have to go back to SF or my other notes to check back. If you have a meeting event and open a note for that meeting, it shows you the attendees but it doesn't give you the ability to check off and take attendance (e.g. some people don't show up and your attendee list is not accurate in the end).

- I never have to go into our Salesforce UI as part of my day to day any more. I'm submitting all my account notes and activities through Dooly these days! - I really love the rich formatting options for account notes. Trying to create readable notes in Salesforce makes my heart sad. - It's a real time saver! The dynamic templates to push data into Salesforce are awesome. I also used to spend so much time scrolling huge pages to find a tiny 'save' button and navigating Salesforces UI in general. - It's connected to my calendar! Makes it easy to retrospectively update notes from the day.

Honestly I'm just so happy to be using Dooly I might be blind to the downsides but I have yet to find them. I have nothing bad to say. I found a minor UI bug one time in months of usage- I reached out and they had it fixed within a few minutes which is crazy. Can't wait to see where this product goes.

Super easily integrated with SFDC, works easily and intuitively, does exactly what it describes and makes my life easier.

I'd like them to build out the tool a little bit more, make things a bit more polished and give people the ability to collaborate on notes with each other.

Overall Dooly keeps me organized and saves times when prepping for calls, taking notes, syncing to other tools (salesforce) and looking back at old notes.

I used dooly mainly for notetaking. I love that the UI is easy to use and it syncs easily with google calendar and SF which allows me to do all my notetaking/organization in dooly vs going into other tools. I also use templates often which saves time and keeps my notes organized depending on the type of call I am prepping for.

Dooly is sometimes slow to load when going through a typically note creation flow. EX: open dooly, new note, sync note to a specific SF account, load history of that account, then allows you to start adding to the new note.

Dooly is the single biggest contributor to my efficiency. It helps to streamline by day to day, keeps me organized and on task and also makes me look great to my peers and superiors. I use Dooly daily and use it more than any other tool. I can't recommend it enough.

Dooly is easy, it amends all of my notes and updates to my CRM and keeps me on task.

There are certain CRM fields that require other fields to be completed prior to creating or updating. These few fields have to be updated in my actual CRM instead of from Dooly. More of a limitation on the CRM side.

I have had a great experience with Dooly as it keeps track of my notes, MEDDIC, and Mutual Success Plans for deals I close.

It allows you to easily modify fields in Salesforce without having to click individually in each area and wait. Dooly saves me 3-5 minutes on every record I update daily.

It would be nice if Dooly integrated with with Clari so I didn't have to spend 20-30 minutes updating Clari on my end.

I LOVE dooly. I am a huge advocate and champ for this product. I highly recommend it to my entire team. I was a little skeptical at first as its a new tech and sometimes can feel adverse to this as it can be cumbersome to learn a new process or change your existing work flow. I will never look back after using dooly. I will never use SFDC without Dooly ever again!

That it makes using Salesforce so much better. I cannot stress enough how annoying it is to fill in notes in SFDC only to have to refresh your screen. Dooly eliminates this and allows for custom templates depending on your use of SFDC, on what you want to update on field characters.

NOTHING AT ALL! Seriously this is a life saver. Makes taking notes down while talking so easy.

I really like how I can take notes and update Salesforce in one place. I take notes every call but before I was copying and pasting and going back and forth from Salesforce. Now, I can easily use the templates, take notes, update Salesforce, and collaborate with the team in one place!

I didn't realize how powerful Dooly is until someone showed me that I can use it for more than just taking notes. Maybe a bit more onboarding there but other that, keep it up.

The configurable boards and filters for pipeline management make this tool very useable. Love the Salesforce integration because I don’t have to wait for that long load time when editing in Salesforce.

I think the hardest piece to use about this software for my usecase is the search feature within the board tool. Usually I have to play around with filters instead to find the specific opportunities/ accounts instead of simply searching for them.

Great!

I love how easy it is to use especially the ability to quickly filter and customize reports. Have experienced phenomenal customer support helping with reports also.

Would like to be able to total values in reports

I love the ease of use and being able to log my activities into Salesforce. I'd say I'm a basic user that doesn't the same few tasks but Dooly makes those tasks extremely easy.

Sometimes there is a bit of lag connecting Salesforce opps to a note. At first, I was also confused on how to set field values because some are scoped on the Opp vs Account level. Keep in mind, I'm an entry level SFDC user so I learned as I went.

Fantastic

Dooly allows you to stay on top of your deals!

The biggest drawback I can see is that there is no text hyperlinking

Really good, it actually makes Salesforce hygiene easy and means I can focus on having good notes.

The ability to take copious, effective and meaningful notes. Have those notes quickly and reliably added to SFDC with no issues while also being able to easily share and read your colleagues notes in a digestible way.

I didn't like having to flick on related notes for that feature but they actually just shipped to change that.

I've had a very positive experience. When I learn how to use a new feature it usually is pretty easy although, sometimes I struggle to remember all of the functions.

I love how easy it is to use and how Dooly integrates with so many of our other tools.

I feel like I don't often have time to play with Dooly to learn the functions well enough. I think it will take time, but Dooly has so many more features that I thought.

I love how Dooly allows bi-directional sync with Salesforce fields.

I wish Dooly allowed you to fill out fields on the opportunity level and the account level within the same note.

I love the simplicity of the software and how it makes my notes taking abilities that much easier while talking to prospects.

There are many features and I don't know how to use all of them.

Very positive experience! Tool works exactly as described / needed.

How easily it syncs notes back into SalesForce (to the correct opportunity / account as well!)

Nothing I can think of! Maybe an idea would be integration with Zoominfo etc. to get other key members of your account into the CRM / Notes before or during a call.

How easy it is to use & the way you can sync directly to Salesforce

Sometime the system can be a little bit laggy from connecting the chrome extension

I use Dooly to update lead information efficiently every morning and it updates their Salesforce information. This saves me hours of time a week and I have never had any problems with the service. If anyone uses Salesforce on a daily basis, this is a MUST to save yourself time and sanity.

The only functionality problem I have encountered is the inability to scroll horizontally to the left (on Mac), without initiating the "back" gesture.