AI Sales Tool For Revenue Teams

What is dooly.ai?

Dooly.ai serves as a sales enablement platform designed to enhance the success of revenue teams through several key functionalities. These include the improvement of CRM data quality, the facilitation of an effective sales process, and the reduction of time spent on low-value tasks. The platform boasts a substantial user base, with numerous high-performing sales teams from rapidly expanding organizations such as Contentful, Figma, and BigCommerce leveraging its capabilities. Dooly.ai provides interested customers with the option of exploring its features through a free trial and also offers live demonstrations for a firsthand experience of its functionalities.

What are some features of dooly.ai?

Dooly.ai is a comprehensive sales enablement platform that offers a range of features aimed at enhancing the success of revenue teams in securing more deals. Some of the key features provided by Dooly.ai include:

• Smart Notes: Dooly.ai simplifies note-taking by automatically synchronizing notes, fields, and activities with Salesforce. It also offers intelligent suggestions for next steps and can add new contacts in real-time as you type.
• Deal Vitals: The platform facilitates efficient deal management with one-click updates. The Deal Vitals feature provides a convenient snapshot of the progress of each opportunity, ensuring that no important details are overlooked.
• Templates and Playbooks: Dooly.ai streamlines sales processes by utilizing pre-built templates to populate mandatory fields according to your sales methodology. Real-time playbooks offer guidance during sales calls, helping to accelerate the closing of deals.
• Integrations: Dooly.ai offers seamless integration with CRM and financial systems, assisting in goal determination. Furthermore, it integrates seamlessly with popular tools like Slack, Zoom, Gmail, and more, enhancing the overall efficiency of your sales workflow.

If you're interested in exploring Dooly.ai further, you have the option to sign up for a free trial or schedule a live demo to gain a hands-on understanding of its capabilities.

How much does dooly.ai cost?

Based on available information from web search results, Dooly.ai offers three distinct pricing plans: Free, Growth, and Premier.

• Free Plan: The Free plan provides essential features, including note-taking capabilities, integration with Salesforce, and calendar synchronization.
• Growth Plan: Priced at $30 per user per month, the Growth plan offers an expanded set of features. These include custom templates, playbooks, and intelligent recommendations designed to enhance the user experience and sales efficiency.
• Premier Plan: Starting at $65 per user per month, the Premier plan offers advanced functionalities tailored for more demanding requirements. Notable features in this plan encompass custom deal vitals, role-based access control, and dedicated Customer Success Manager (CSM) support.

In addition to these pricing tiers, Dooly.ai extends the opportunity for new users to explore its capabilities through a free trial, allowing them to experience the platform firsthand before committing to a specific plan.

What are the limitations of dooly.ai?

While Dooly.ai offers substantial capabilities as a sales enablement platform, it is important to consider some of its limitations:

• CRM Compatibility: Dooly.ai exclusively integrates with Salesforce as its CRM system. If your organization uses a different CRM, you won't have the ability to synchronize your notes, fields, and activities with Dooly.ai.
• Internet Dependency: Dooly.ai relies on an internet connection for optimal functionality. If you find yourself in an offline environment, you may be unable to access your notes, templates, playbooks, or integrations.
• Voice Transcription and Recording: Dooly.ai does not support voice transcription or recording directly within the platform. Users will need to manually input their notes or explore third-party solutions for voice input requirements.
• Browser and Device Compatibility: It's worth noting that Dooly.ai's compatibility may vary across browsers and devices. The platform is best experienced on recommended browsers such as Chrome, Firefox, and Safari, and is generally compatible with Mac, Windows, and iPad devices.

Being aware of these limitations can help users make informed decisions when considering Dooly.ai for their sales enablement needs.

Can I use dooly.ai for personal note-taking?

Certainly, Dooly.ai offers the flexibility to use it for personal note-taking purposes. The platform allows users to create personal records and associate notes with them, essentially serving as private notebooks that remain separate from Salesforce and are not shared within the CRM environment.

Here's how you can utilize Dooly.ai for personal note-taking:

• Create Personal Records: You have the option to establish personal records, which function as dedicated spaces for your personal notes. These notes are distinct from your CRM data and are kept private. To create a personal record, you can either click on the Quick Create button or use the keyboard shortcut CMD+/ and select the ""Personal"" option.
• Link Notes to Personal Records: To connect a note to a personal record, you can use the ""Link to Salesforce"" feature and search for the name of your personal record. This ensures that your personal notes are organized and easily accessible.
• Utilize Templates and Playbooks: Dooly.ai extends the convenience of using templates and playbooks even for personal notes, helping you structure and streamline your personal note-taking process.
• Integration with Calendar and Other Tools: You can also leverage Dooly.ai's integrations with calendar and other tools to enhance your personal note-taking experience.

In essence, Dooly.ai is a versatile platform that accommodates both professional and personal note-taking needs, offering a seamless and organized approach for users.