Deal & Account Vitals
Your alert system for customer health and CRM hygiene.
Dooly’s Vitals give your sales and customer teams clarity into what critical information needs to be captured, on every opportunity.
Make sure your winnable opportunities stay winnable.
Ditch the anxiety from deal updates happening in the dark, or from the money you left on the table when those “surefire” renewals slipped away at the last second.
Dooly’s Vitals put everyone on the same page. Define the critical opportunity info you need to capture, and your team will have the visibility into exactly what’s missing on every opp that comes their way.
Why set up Vitals?
Establish a culture of consistency.
Vitals give your team the ability to quickly identify and update missing opportunity info. Your CRM upkeep gets done with speed and consistency, so you’re always armed with what you need to lead any opp to success.
Customize Vitals to match your methodology.
Define what Vitals you need your team to capture, what opportunity type and stages they’ll apply to, and even set thresholds for how many completed Vitals are needed to move an opp from red to green.
Whether you follow MEDDPICC, Conceptual Selling, N.E.A.T., or another sales methodology, Vitals’ powerful customization options to put Dooly to work for you.
Informed decision-making & prioritization.
Swap your reactive approach for a proactive one.
Dooly’s Vitals are real-time signals that highlight any at-risk opportunities that require immediate attention, pinpointing your team’s focus to where it needs to be.
“We've built Dooly with the reps in mind, making it an effective ally for process-driven teams who want to increase sales targets and account retention with precise and proactive strategies.”
Product Manager, Dooly
Unlock the power of Vitals!
Join the Dooly community, and experience the benefits of consistent process and comprehensive CRM data coverage.
Get started now
Why wait? Dooly provides unlimited access to our platform features and capabilities — for free. Start exploring today!
Drop us a line to find out how Dooly can help you efficiently and quickly roll out your sales process at your organization.