Dooly exceeded the revenue team’s productivity and collaboration needs with its Salesforce integration and custom pipeline views, which gave them unique visibility into their data that they never had before.
After they were introduced to Dooly, the ThoughtExchange team started a pilot program with a small group of Customer Success Managers (CSMs) and sales reps to assess how the tool would impact note taking, Salesforce updates, and customer interactions.
The pilot was a huge success and the team unanimously gave a thumbs up to roll Dooly out across ThoughtExchange’s Sales and Customer Success teams.
Dooly delivered customized, hands-on training and office hours sessions separately for each of the teams to ensure adoption based on their unique workflows. Although Dooly “just works” and is easy to learn, when rolling out new software to large teams, it’s important to get aligned on a consistent and repeatable process. And for the business to set expectations on usage and get buy-in on the value of using.