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What is Report Sender?

Easily organize and send your Salesforce reports without any hassle. You can conveniently deliver reports in a straightforward Excel format to any email address, including those belonging to non-Salesforce users, which means you can skip the cumbersome tasks of email forwarding or manually copying and pasting information. There are no restrictions on the objects or fields that you can employ, and all Salesforce sharing rules and user field-level security will be respected. The Report Sender feature has become a highly desired tool among Salesforce users, providing a simple way to schedule reports effortlessly. With dedicated customer support and a stellar five-star rating on Salesforce AppExchange, this feature is fully compatible with Lightning as well. However, Salesforce reporting comes with its own set of challenges, including time-consuming and repetitive manual processes. Those lacking development skills may find it difficult to join Salesforce data effectively. Moreover, numerous individuals within and outside your organization may need access to Salesforce reports, but generating and sending reports is limited to users with Salesforce accounts. Users can send a maximum of 200 reports each month, and reports may still get sent even if no data records are present, which can lead to misunderstandings. To mitigate these challenges, consider exploring solutions that simplify the reporting process and improve accessibility for all users involved, ultimately fostering better collaboration and communication.

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

$25 per user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CloudAnswers

Date Founded

2009

Company Location

United States

Company Website

www.cloudanswers.com

Company Facts

Organization Name

Dooly

Date Founded

2016

Company Location

Canada

Company Website

www.dooly.ai/

Categories and Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

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