|     3 min read

Dooly and Outreach: Powering Prospect Engagement

Mark Jung

Aug 06, 2019

  • “Can I use Dooly and Outreach together?”
  • “We just signed up with Outreach… but I want my teams using Dooly too. Can we use both?”
  • “Does Dooly support Outreach?”

I ain’t no Einstein, but I definitely see a pattern here. Hundreds of you stopped by our booth at Unleash asking us how Dooly and Outreach work together—so I’m here to tell you how!

The Dooly Chrome Extension

You asked for it, and we made it happen! I’m not biased here when I say the Dooly Chrome Extension is the best thing to happen in SaaS (okay, fine… the best thing to happen to our users).

With it, you can run the right sales plays, take notes on your interactions with prospects and use call scripts while you work your sequences. Dooly funnels all the important notes from your interactions to Salesforce and pushes you key plays to run while on your call.

I know what you’re thinking; “This sounds cool, but how do I know WHICH plays to run on a call?” Well…

☠️ It’s about time your Playbook came back from the dead

Dooly’s Playbook Tab gives you a library to house your customer-facing teams’ knowledge base. You can link specific content for your team to reference which is actually brought to life while they’re in meetings—it’s EPIC. You choose which sales plays are most impactful and when they appear in the sales cycle. Contextualize the plays by setting signals and adding categories and there you have it—you’ve brought your Playbook to life!

See it in action for yourself. Elements of your Playbook will be inserted and actions either via text in-note or via live speech-to-text transcription.

Dooly Playbook Example

Sign me up! This sounds too good to be true.

  1. First things first, download the Dooly Chrome Extension if you haven’t done so already
  2. Open Outreach in a new tab
  3. Start a task or open any Account, Prospect or Opportunity that you’re working on
  4. Click the Dooly Chrome Extension (Dooly finds the associated Salesforce record and navigates to its notes—I know, it’s pretty rad! Just remember, for the connection to be successful, the Outreach record needs to be connected to a Salesforce record)
  5. It will default by opening on the right—choose the 3rd icon from the top of the blue tab to switch the sidebar to the left, so it doesn’t hide your activity feed in Outreach!
  6. Click the arrows icon to expand the sidebar once you have your prospect on the phone
  7. Insert your template, take your notes, address specific plays and when you’re done, hit “Sync”
  8. If you navigate to a new record in Outreach, have Dooly follow you by clicking the “eye” icon (it’s not as creepy as it sounds…)

The team wants me to remind you…

  • If you click the “d” icon, it’ll expand the sidebar into a new tab
  • You can build call scripts for yourself and your team using Dooly Templates
  • You can start triggering specific plays based on what your prospect is saying using Dooly Playbooks

To answer the questions above, YES! Dooly and Outreach are a match made in SaaS heaven (you cringed, didn’t you?)

Start using the Dooly Chrome Extension to take Outreach prospecting to a whole new level by bringing your Playbook to life. You can thank us later.

Join the thousands of top-performing AEs who use Dooly every day to stay more organized, instantly update their pipeline, and spend more time selling instead of mindless admin work. Try Dooly free, no credit card required. Or, Request a demo to speak with a Dooly product expert right now.

Mark Jung

Head of Marketing

Mark Jung is VP of Marketing at Sales Impact Academy. He builds B2B SaaS brands that dominate their categories by creating new strategic narratives that people rally behind. Mark is a great podcast guest, a stellar Fire Talks show host, and a bona fide leader in the revenue marketing space.