Capabilities

Dial-A-Note is a customized voice to CRM solution that tackles virtually all data capturing needs, from the start of the client interaction all the way through the follow-up action items, with one quick recording. This process includes client profile changes (if necessary), follow up action items, pipeline opportunity entry, literature requests, expense capture and anything else your organization may require. Dial-A-Note enables your organization to ensure high customer satisfaction while allowing you to capture meaningful information to improve the sales and marketing strategy. Read on to learn about some of the ways Dial-A-Note assists our existing clients.