Data Entry



Hey DAN, formerly Dial-A-Note is the only complete phone to CRM solution that combines technology and intelligence. Hey DAN enables your sales people to capture the details of every client interaction with one quick call.  Simply click on a toll-free number on the HeyDAN App, speak about your client interaction (just like you are leaving a voicemail) and hang up.  That’s it – Hey DAN takes care of the rest.

On average, Hey DAN clients save 2-3 hours per week of time on meeting note entry that is now spent on selling.  Additionally, sales activities entered into our client’s CRM are more accurate and complete, as well as entered in a timely manner. Managers, sales teams and road warriors can increase CRM adoption and sales force effectiveness all while reducing the administrative burden on those selling.


Fugent is an insight and engagement partner for financial services professionals. Fugent gives you the actionable intelligence you need to create personalized experiences for your clients so you can expand relationships, reach more prospects, and meet your goals. We provide a comprehensive platform that will tell you who you’re reaching, what information they want, and how to best communicate with them.

You gain rich insight into your clients’ behaviors so you can advance your sales and marketing efforts. Give your sales managers the data and insight they need to reach more advisors. Enable your wholesalers to build better relationships and dig deeper into the advisor pool to hit sales targets. Fugent integrates into existing systems, including Salesforce, Office 365, Webex, GoToMeeting, Zoom and Glance.

Pulse Advisor

Pulse Advisor is designed to be a membership-based quarterly data set and report. Pulse Advisor is made possible by a consortium of like-minded firms that pool data for analysis by Pulse Advisor’s team of data scientists. PulseAdvisor can clean, aggregate, and analyze data to provide member metrics that facilitate benchmarking relative to their peer group.

PulseAdvisor can seamlessly consolidate data from different sources and integrate them into one quarterly data set as well as input data points directly into your CRM. Our team of data experts can work with you and your team to develop a customized set of metrics and coach you and your team on how to use them to improve the performance of your salesforce.