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Jag Reddy
Sr. Account Manager, Docebo
Docebo is a customer learning platform powered by AI that helps organizations around the world deliver scalable, personalized learning. They partnered with Dooly to standardize their sales process and build a high-performing team.
Docebo’s sales team had high-performing reps, medium-performing reps, and reps that weren’t hitting their quota. To bring all their reps to a top level, they needed to standardize their sales process.
“Everyone has their styles, but there are core foundational steps that need to happen within our industry, within our company to sell our own product,” says Jag Reddy, Sr. Account Manager at Docebo. “And if a rep can’t follow those in a sequential standardized manner, you’re gonna have various results.”
Docebo uses Dooly to create templates for the discovery and demo phases, as well as fields and checklists that are available to the whole sales organization.
Reps have task lists and templates for every opportunity. When they start a template, all of the tasks are already pre-filled, so they simply add dates and conduct their calls and meetings.
Jag says he uses Dooly every day. “When I wake up, I turn on Dooly. I see what tasks I have to do for the day based on all the opps and based on all my preplanning, and I just attack. I just go, go, go and once I’m done on my tasks, I know I have done all my follow-ups. I’ve done all of my processes that I had to for today. And that stress of, oh, this might be looming, you know, did I forget something that’s gone? That to me is the biggest key.”
Docebo has leveraged Dooly to duplicate the efforts of their best reps and standardize sales across the organization.
For example, Jag created a pricing template of some of the best questions his team asked when discussing pricing, which other teammates started using to structure the pricing conversation.
Docebo sees Dooly as a process improvement tool for sales, using data to monitor and refine what their sellers do day-in and day-out. Now, the team is working off the same playbook, sharing information, testing out parts of the process, and understanding what works and what does not work.
“With something that’s as flexible as Dooly,” Jag says, “you can pull fields in and out, create checklists, things like that. That’s the flexibility. And that’s the beauty of it.”
Jag Reddy
Sr. Account Manager, Docebo
Duplicated the efforts of their best reps and standardize sales across the organization.
Team is working off the same playbook, sharing information, and testing out parts of the process.
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