If you’re reading this it’s because you unlocked a 7-day trial of our Premier plan when you joined Dooly with your Salesforce account (or connected your Salesforce instance after signing up with Google or Microsoft)

Hold on… you don’t have an account yet and want to give it a go?

What’s included in your 7-day trial of our Premier plan?

In short: all the things (features)!

For you and your sales process!

• Access to Dooly “everywhere” Chrome Extension — to update and create notes, contacts, etc.

• Unlimited Dooly AI Deal Summary — automatically extracts key insights from your deal notes

• All integrations: Gong, Google Calendar, Outlook, Slack, Guru, and Google Drive.

• Access to all pre-built Note Templates created by Dooly

Features for your team like

• Ability to share Notes, templates and pipeline views

• Unlimited Playbooks

• Unlimited Smart Recommendations

• Unlimited guest seats (view and comment only)

And lots of personalization like:

• Advanced Pipeline and filters

• Custom Deal Vitals

• Role based access control when you invite other team members

• Import Salesforce custom objects to Dooly

• Build custom Note Templates

Frequently Asked Questions

Do I qualify for the 7-day trial?

As a user, you qualify for the 7-day trial either if you are the first person in your organization that has started an account on Dooly, or if you have been invited to an existing account as a free user.

I used Google or Microsoft to create my account and didn’t use SFDC, can I claim the trial afterwards?

Yes, your trial activates right when you connect to Salesforce. The 7-day trial will begin at that point.

What happens after the trial ends?

After the 7-day trial ends, you’ll be downgraded to the free plan, which includes all of this for-ever:

• 14 day note history

• Basic pre-built Note Templates

• Basic Pipeline updates (Salesforce views)

• Create and update Salesforce records, tasks and events

• Dooly “everywhere” Chrome Extension

• Dooly AI Deal Summary

• Integrations: Salesforce, Google Calendar, Outlook

• Basic Deal Vitals and Highlights

• Sharing Notes, Templates and Pipeline views

Have other questions about the trial?

Awesome! Please reach out at delight@dooly.ai and we’d be happy to answer anything you’re curious about.