Serving 5,000+ sales professionals from firms with over $700 billion in total market capitalization, Dial-A-Note is the premiere voice to CRM solution. Salespeople simply dial, dictate and Dial-A-Note deposits the information directly into your CRM. Drop down menus, check boxes and other unique fields are quickly filled out. Dial-A-Note is the first phone to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate and complete.
Do what you do best: Sell
Speak your meeting notes to Dial-A-Note
Your data is entered while you get
back on the road!
With one quick call your meeting notes, opportunities, expense items, and follow up action items are entered so you have time to focus on what's important – selling! Finally, managers, sales teams and road warriors can increase CRM adoption and sales force effectiveness all while reducing the administrative burden on those selling.
Dial-A-Note is the premiere voice to CRM solution that adapts to your sales process and enables your organization to capture accurate client data, faster and at a lower cost!
Dial-A-Note clients can enjoy 80 to 100% note entry adoption rates while reducing the administrative burden on the sales professionals.
Are you still asking your $100K+/year employees to complete data entry tasks? There is a better way.
Dial-A-Note modifies its data capturing process to match your organization's CRM fields. Dial-A-Note will work with any system — even internally built systems!
Dial-A-Note enables sales teams to speak their meeting notes immediately after each meeting while they are fresh in their mind so no data is lost.
Dial-A-Note can take care of entering follow-up tasks, opportunities, expense items, profile modifications, and more.
Dial-A-Note takes away this administrative burden and lets your sales force focus on what it's paid to do — increase your company's profits!
I am sold. This service has saved a ton of time. Thanks to all who helped set it up. The Dial-A-Note folks are great to work with too. They are quick to email questions if there’s any grey area in the dictations.
— Top Producer at a large financial organization
We found it to be an excellent communication tool, it gives us the ability to add information in a much more timely fashion, when it is fresh in his mind. And with much more detail. It gives me more quality information to follow up with FA’s on.
— Leading sell-side research firm
“It saves a massive amount of time! Typing up notes is a thing of the past”
— User from Co awarded Best Places to Work in Asset Management
“Our ability to measure and analyze the sales team’s activity and effectiveness has never been better.”
— Top Asset Management Firm ($5 trillion AUM)