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What is Proof MRM?

The Proof MRM solution on Salesforce™ boasts a user-friendly hierarchical structure that creates parent/child relationships among marketing plans, journeys, and associated activities, accommodating up to five levels within this framework. Furthermore, it promotes efficient and immediate collaboration right within the Salesforce ecosystem by integrating with Quip, which enhances team dynamics. Built natively on the Salesforce Lightning platform, it allows users to leverage standard Salesforce features like task management, which aids in the effective streamlining of workflows. In addition, users can utilize Salesforce's comprehensive reporting capabilities and Kanban view to examine any data field—including custom fields—while also visualizing campaign progress through the standard Kanban interface. This advanced functionality not only empowers marketing teams to respond swiftly but also equips them with the insights necessary for making informed decisions in real-time. With these tools, organizations can enhance their marketing strategies and improve overall productivity.

What is Dooly?

Dooly offers a rapid solution for updating Salesforce, taking sales notes, and managing your deals efficiently. By utilizing Dooly, you can dedicate more time to engaging with customers instead of spending it on logging and organizing your notes. The platform automatically syncs your Salesforce data, allowing you to make edits with just one click, ultimately saving you countless hours of work. You’ll always be prepared for your calls, equipped with vital talking points, content, and battlecards that appear right in your notes. Additionally, you can incorporate Salesforce fields into your notes and update them in a text format seamlessly. The setup can be configured by your admin to run automatically, ensuring that all your notes, fields, activities, and more sync with Salesforce in real time. With customizable templates that allow the inclusion of Salesforce fields, sharing them with your team can accelerate your sales process. Moreover, Dooly simplifies the process of identifying new contacts and adding them to Salesforce with just one click. You’ll also have access to upcoming steps and a complete history of notes for each deal, enabling a more organized approach to sales management. Thus, Dooly not only enhances productivity but also improves your overall sales performance.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce
Google Calendar
Google Chrome
Google Drive
Guru
Indent
Outreach
Salesfinity
Salesloft
Shift
Slack
Truto
Zoom

API Availability

API Availability

Pricing Information

$129 per user per month

Pricing Information

$25 per user
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Webinars

Company Facts

Organization Name

ProofAnalytics

Date Founded

2019

Company Location

United States

Company Website

www.proofanalytics.ai/mrm-for-salesforce-comparison

Company Facts

Organization Name

Dooly

Date Founded

2016

Company Location

Canada

Company Website

www.dooly.ai/

Categories and Features

MRM

Not specified

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Sales Enablement

Not specified

Sales Engagement

Not specified

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