Dial-A-Note is the only 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.
Increase CRM Adoption
Organizations spend $32 billion globally each year on CRM systems, yet a system is only as good as the adoption rates it can command. Dial-A-Note clients enjoy 80 – 100% adoption rates. How? Ease of use. Just call a toll-free number or open the app and speak your meeting notes. That’s it – no prompts, no commands, just speak. Users can even snap pictures of business cards, receipts, handwritten notes and attendee lists and we take care of data entry. Due to 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 (and mean it). Dial-A-Note removes all excuses and builds accountability in the sales cycle.
Reduce Administrative Burden (Type Less, Sell More)
Dial-A-Note removes the administrative burden and lets your sales team focus on what it is paid to do – SELL! Imagine the opportunities one top producer can create by taking the 6 hours he/she spends per week on meeting, task, expense, opportunity and other data entry and using the time to visit clients and build connections. The opportunity costs become significant.
Gain Accurate Reports and Metrics
What if every single person who enters data into your CRM system is an expert in your CRM? What metrics could you run? What strategic decisions could you make? With Dial-A-Note, your dedicated Specialists are trained to handle your specific note entry procedure and protocols so you can trust the data behind the reports. In addition, if a salesperson forgets to speak a key element that you want captured, we’ll connect with that salesperson requesting that data, to ensure complete, accurate meeting note entry.
Less Costly Meeting Data
Would you rather pay a salesperson $100K+/year (don’t forget overhead, commission and benefits) for data entry or shift those tasks to a less-costly resource? With Dial-A-Note, your meeting information comes at a fraction of the cost.
More Complete & Timely Meeting Notes
Why do sales teams push to have phone conversations and face-to-face meetings instead of email exchanges? It is easier to communicate quickly and with significant relevance when you speak rather than type. Dial-A-Note’s freeform format enables your sales team to speak meeting details without worrying about typing! Imagine being able to enable your sales team to speak their meeting activities, which are then accurately captured and entered into the CRM system with an 85% time savings and with greater accuracy and depth.
Institutional Memory & Increase Client Insight
A constant struggle in any industry is the ability to institutionalize the relationship between the client and the sales person. Often times a salesperson does not have the time nor motivation to enter the meaningful client insights that defined the client relationship. With Dial-A-Note, meeting information is gathered when it is fresh in the salesperson’s mind and entered immediately. Never forget a client request or preference. Capture the important details before they are forgotten after a long day of meetings.
Ensure Continuity for Personnel Changes
Employee turnover in a sales organization can be an unfortunate inevitability. With Dial-A-Note the information that your organization needs to carry on the client relationships is available when sales personnel transition to other roles. Dial-A-Note makes it easier for new salespeople to pick up the client relationship where it was left off.
Increase Job Satisfaction
Entering notes is not a priority for salespeople, especially after a long day of half-forgotten meetings. Data entry is not only time consuming, but it is often viewed as a hassle that salespeople need to “get over with” as quickly as possible. This mindset results in lackluster information with default values in required fields. Dial-A-Note allows sales teams to stay focused on forward momentum while still capturing meaningful data that management can rely on.
Increase Internal Coordination
Dial-A-Note clients have seen a significant increase in sales team collaboration, especially between external and internal partners due to the increase in meaningful data captured. This kind of data helps create that elusive bond between organization and client to achieve a consistent and holistic sales approach.
What do sales professionals who use Dial-A-Note think?
“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!”
“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.”
“You guys-gals, are the best!”
“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 dictation or reps.”
“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…”
"This is going to save me so much time.”
“The service is efficient, effective, and necessary to the demands of my busy schedule.”
“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!”
“I think I would cry if I had to go back to entering them the old way”
“Verbal call reports take 85% less time than typed.”
“Note length went up for every sales person, from +200% to over +1000%”
“Thank you so much! You caught my screw up lol”
“A job-satisfaction enhancer that reduces costs and increases productivity. It’s a no-brainer.”
“At only 20% the cost of our sales reps entering information themselves, Dial-A-Note is a true time and cost saver!”
“You guys are the best!”
“Thanks again for all the awesome work you do every day, it makes a big difference to keep this data up-to-date”
“I truly appreciate all you folks do. Have a wonderful day!”
“I reminded ‘K’ to inquire about an advisor’s upcoming wedding. I never would have had data like that before Dial-A-Note.”
“Great follow up! Thanks and I look forward to working with you more in the future!”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
“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.”
“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.”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“We have benefited from countless data stewardship projects at a fraction of the cost of doing internally.”
“Sales teams have an alternative to entering meeting notes at the end of a long tiring day or week when details have been forgotten; they can dial, speak their notes while they are fresh in memory, and move on to the things they are really paid for.”
“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.”
“You are all so awesome to handle our crazy requests.”
“First of all, thank you for everything that you do for us. And by the way, just to compliment you guys on one more thing, I have been watching the Data that you guys did for the Team, and periodically I went in and I looked at the data and looked at the quality of the data and it was really good. That was like 1600 clean, beautiful contacts assigned to the right person; and you added the sales person to the contact coverage team which is exactly what we needed to happen and it looks great. So thank you very much for that”
“This service is efficient, effective, and necessary to the demands of my busy schedule.”
“Thanks for all of the input, the details, the follow-up. It is a true pleasure.”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“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.”