Dooly is a must-have for anyone who uses Salesforce as source of truth
August 09, 2021

Dooly is a must-have for anyone who uses Salesforce as source of truth

Anna Li, PMP, CSM | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Dooly.AI

[Dooly.AI] is used by the sales and customer success teams. It's a huge time saver to be able to sync fields into our dooly notes, use templates, and sync notes back to Salesforce for everyone to see.

Pros

  • Makes it easy and quick to update Salesforce fields
  • Makes it easy to sync the most up-to-date Salesforce fields into my notes
  • Make it easy to update multiple Salesforce records simultaneously

Cons

  • A newly created field isn't synced over into Dooly right away. Would love to see a "Sync fields" button to manually force a refresh
  • Note taking
  • Field updating
  • Record updating
  • Helped us save time and boost collaboration
[Dooly.AI] makes it super easy to update fields and attach notes to Salesforce objects. Quip has more features like slides, project management templates, emojis, etc. [Dooly.AI] has fewer features, but is more robust with them.

Do you think Dooly.AI delivers good value for the price?

Yes

Are you happy with Dooly.AI's feature set?

Yes

Did Dooly.AI live up to sales and marketing promises?

Yes

Did implementation of Dooly.AI go as expected?

Yes

Would you buy Dooly.AI again?

Yes

[Dooly.AI] is a must-have tool for any company who uses Salesforce as their source of truth. It's always time consuming to keep data up to date in Salesforce - Dooly makes it so easy.

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