Testimonial

“I reminded ‘K’ to inquire about an advisor’s upcoming wedding. I never would have had data like that before Dial-A-Note.”
“Verbal call reports take 85% less time than typed.”
“Thanks again for all the awesome work you do every day, it makes a big difference to keep this data up-to-date”
“Previously the organization was only capturing 500 activities a week from a sales team of 100 road warriors. After Dial-A-Note we were capturing over 1,500 notes a week and had eliminated any excuse for entry. The results were amazing!”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
"This is going to save me so much time.”
“Note length went up for every sales person, from +200% to over +1000%”
“A job-satisfaction enhancer that reduces costs and increases productivity. It’s a no-brainer.”
“This service is efficient, effective, and necessary to the demands of my busy schedule.”
“I really want to congratulate your team. We have been receiving positive feedback about how good you guys are.  I know our many users are very happy, and that's why we're expanding this service to more people in the coming months.”
“Thank you for the wonderful service you’ve given us through the past year!  The territory managers and I appreciate your efforts.  I especially want to thank you for keeping me updated as to the new information needed on current accounts in our CRM and the research you do to help me out with possible duplicates.”
“We have benefited from countless data stewardship projects at a fraction of the cost of doing internally.”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“Wholesalers who have adopted this service and made slight changes to their record keeping have reported dramatic reductions in the amount of time they spend preparing their call and expense reports from 2–3 hours a week to less than 30 minutes. We also see that the completeness, accuracy, and improved coordination with your internals is paying off.”
“Dial-A-Note has been a helpful new tool for me. It’s particularly good for a quick note right after 1–on–1 meeting with FA…”
“Even customized fields and entries that require multiple screens to be populated are completed accurately.”
“Wow – you are wonderful!  You are correct, the last name is [name].  Thank you very much for going the extra mile and doing that research for me!”
“You are all so awesome to handle our crazy requests.”
“You guys-gals, are the best!”
“We’ve seen CRM adoption go up from 19% to 88% among our field force. We’re finally getting what we wanted out of our CRM.”