Dial-A-Note - Voice to CRM
Precise, detailed CRM entry. You talk. We type.

Dial-A-Note is the only complete phone to CRM solution that combines technology and intelligence. Dial-A-Note enables your sales people to capture the details of every client interaction with one quick call.  Simply dial a toll-free number, or open the App, speak about your client interaction (just like you are leaving a voicemail) and hang up.  That’s it!  Dial-A-Note takes care of the rest.  On average, Dial-A-Note 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. Finally, managers, sales teams and road warriors can increase CRM adoption and sales force effectiveness all while reducing the administrative burden on those selling.


Customizability
Customizability

With Dial-A-Note’s fully customizable feature set the user experience is seamless and intuitive. Dial-A-Note works with any proprietary or mainstream CRM platform such as Salesforce. From expense capture to data management, to logging a simple meeting activity, Dial-A-Note is tailored to the sales processes and related data needs while maintaining a simple user experience to drive adoption.

Increase CRM Adoption
Increase CRM Adoption

With Dial-A-Note our customers have achieved an overall 75% adoption rate within the first 2-months of launching.  Clients have seen an over 100% increase in CRM adoption, where CRM usage was previously encouraged, but not mandated. Due the ease of use and the administrative burden avoided when using Dial-A-Note, we enable our clients to feel comfortable mandating CRM activity logging.

Meeting Activity Entry
Meeting Activity Entry

Dial-A-Note enables your sales people to capture the details of every client interaction with one quick call.  On average, Dial-A-Note 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.

Expense Capture
Expense Capture

Expense capture is a time consuming process, yet it needs to be completed accurately and with care. Dial-A-Note gives sales people a way to snap a picture of a receipt and speak the details about the item or event, and we take care of the rest.  Dial-A-Note can work with an existing Expense platform such as Concur or provide alternative solutions. Dial-A-Note can even work to associate an expense with a CRM profile.  Ask us how.

Follow Up Action Items
Follow-Up Action Items

Capturing follow up action items within a CRM system helps organizations determine what actions create results, know who is doing what in terms of client contact, and ensures sales people stay in front of clients on a regular basis. These critical sales management factors are often never captured within a CRM, but they are with Dial-A-Note.

Profile Management
Profile Management

With Dial-A-Note’s CRM process management expertise and customizability, client profiles can easily be created, modified, updated, and merged.  Dial-A-Note researches the profile prior to making any modifications ensuring complete and accurate data in your CRM.

Data Cleansing
Data Clean Up

Duplicate profiles, outdated contact information or attendees from an event that never got entered or tagged into your CRM system are challenges easily overcome with Dial-A-Note. Let Dial-A-Note help you get to those “when we have time” data projects to enhance the quality of your CRM data and reporting needs.

Market Segmentation
Market Segmentation

Imagine being able to run a report and see which clients/prospects are interested in a certain product/service or communication preference.  With Dial-A-Note, we can capture and tag key data points through enabling your sales team to speak these client preferences or enabling your marketing team to send the data over to Dial-A-Note for entry.

Secure
Secure

Because Dial-A-Note must be 100% compliant with all respective industry standards, its culture of confidentiality includes legal measures, confidentiality oaths, restricted access, secure technology and independent audits, all of which protect your data. Few companies go to the lengths Dial-A-Note does to ensure all information is secure.

Expertise
Expertise

Dial-A-Note has become an expert in gathering, managing and efficiently entering information into client databases, all while giving the user a seamless experience. There are no prompts and virtually no training required to get sales teams onboard. Dial-A-Note does the heavy lifting to ensure all meeting activities are captured properly and quickly.

 
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Dial-A-Note