Dooly

Oops, my b. Got the sale tho!

Yes, the Customer Success team needs to know everything about your customers. But they can’t remember every detail on their own. Sara Samaha leads the Customer Success team at Liftoff Mobile. She uses Dooly so she doesn’t have to worry about remembering every detail about every account. She can just check her team’s notes in Salesforce knowing they’re thorough and up-to-date. How accurate is the data in your CRM?

Know what’s embarrassing? Going into a meeting without knowing which accounts are connected to the people you’re speaking with… AccountSpace lets you scan across parent accounts to review critical info at a glance. Then you can transition seamlessly into related accounts and deals for further inspection. That way you know everything about your complex account hierarchies—even if you’re looking everything over at the last minute (not that you’d do that 😉).

Closed Won is only the beginning of your customer relationship. It’s why the handoff from Sales to Customer Success is such a crucial step in your sales process. Bryan Naas used Dooly back when he was the VP, Sales Productivity at Braze. He used Dooly not only to improve the team’s Salesforce data hygiene, but also to improve the handoff from Sales to CS. More accurate data means a better experience for every customer.

Better data means better relationships with your prospects and customers. You can ask prospects better questions, which gives you a deeper understanding of their pains. That way you can guide them to the right solutions for their unique needs. Colleen Mann and her team use Dooly at BigCommerce. She says that Dooly helps surface information when you need it and ultimately helps her team win more deals. Drop us a comment below if you’d like to see how Dooly can help your team get the right data into your CRM.

Account chaos happens when you’re trying to track *every* metric instead of focusing on the right ones. You pull up an account before your call and try to figure out how things are going, but you wind up overwhelmed by a mess of data. AccountSpace lets you customize the main metrics you’re tracking for your current customers so you can view the most important info at a glance. You can blend qualitative insights with quantitative Salesforce data to gain visibility into key accounts—all in one place. That way you can create a workspace that’s as unique as your team.

For years, we’ve heard from our customers that they’d love to have an end-to-end solution for sellers to manage their deals. 🧲 Well… how cool is this news going to be, then? Dooly and Mediafly are joining forces to make the lives of sellers more productive and effective. We’ve merged with Mediafly to enable modern sales teams to deliver an experience that simplifies both the buyer and seller journey. Making it easier to sell and buy in one platform is an acceleration of the vision we started with 8 short years ago! Thank you to our customers, investors and team for making this come together! 🙏🏼 🙏🏼 🙏🏼 Read the full announcement from our CEO & Founder, Kris Hartvigsen, from the link in the first comment.

Closed Won doesn’t mean the deal is done. No, it’s only the beginning of your relationship with your customers. But if you look at Salesforce, you may get a different story. While you’re courting new customers, data is typically crisp and clear. Then once the deal closes, on to the next one… That’s when account chaos happens. But, especially in this economy, it’s all about keeping your current accounts. AccountSpace gives you clarity, structure, and consistency in one single tab. That way you can tame the chaos that is your CRM and understand what’s happening inside each interconnected account at a glance.

Don’t you hate when SaaS companies won’t show you the product? Yeah, us too. Could never be us. You can tour everything in Dooly without speaking with sales: DealSpace - A 360-degree view of your team’s deals Smart Notes - Sync your meeting notes to Salesforce automatically Pipeline - Endless custom views that help you manage every deal at once Enablement - Blend your sales process with your reps’ daily workflow Experience Dooly: https://lnkd.in/e7kMNsD9

Unlock the secret to Dooly’s success: Putting the user first! By focusing on a simple, user-friendly solution... Dooly makes #Sales and #CustomerSuccess teams fall in love with their product. Simplicity is key. Dooly's product is designed for easy setup and use. This offers an unmatched experience compared to traditional enterprise solutions. The result? Rapid adoption within organizations.