Managing Salesforce CRM, Pipeline & Notes Is Now Easy | Dooly.ai Review

Here's a quick bullet overview of how Dooly helps sales teams scale their sales processes improve their CRM hygiene:

1) Notes & Templates

i) Ensures all meeting notes are logged to Salesforce

- Gives teams full deal narrative & visibility from Opportunity opened through Closed-Won
- Centralizes Opportunity notes to one location accessible to all involved

ii) Note Templates to standardize how the team updates Salesforce post-meeting

- Integrates Salesforce & notes into one view
- Enables reps to take notes & update Salesforce in one, singular workflow

2) Playbooks

i) Automatically surface information, talk tracks, questions, content, and more, based on the notes your reps are taking in real-time.

- Surface questions to ask to help reps tie pain uncovered to a business case
- Surface relevant customer stories to strengthen the business case
- Surface competitive "battlecards" whenever a competitor name is typed into a note

3) Pipeline

i) Update pipeline with 1-click

- In-line editing for opportunities, accounts, contacts and SFDC cases
- Create several views to help reps stay on top of their most important opportunities
- Cleaner & more accurate forecasting for the business

Subscribe NOW

#Salesforce
#Salesforceproductivity
#SalesforceCRM
#Dooly.ai

Тэги:

#Salesforce_CRM #Salesforce_Productivity #Dooly.ai #Salesforce

Скачать видео