 | Sales and Meeting Notes |
| Never forget a client request. Capture the important details before they are forgotten! |
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| | Increased CRM Compliance & Utilization |
| Take away all excuses for employees to not enter their notes! Let your sales team dictate their meetings notes and Dial-A-Note will enter them directly into your CRM system so your company will always have complete meeting and client details that are easy to understand and that are actionable items vs. short hand script. |
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| | Simplicity for Road Warriors |
| DAN can be used anywhere you have access to a phone . . . airports, taxis, train stations — wherever! |
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| | Dictate an Email |
| Create client and co-worker emails while on the move. No need to wait to follow up with a client until you are home, get it done on the go! |
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| | To Do Lists / Great Ideas |
| Create and add items to the to-do lists for yourself, assistants, projects, clients, etc. Don't let a great idea slip through the cracks! |
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| | Expense Reports |
| Remember all of your expenses by recording a quick note after your purchase. Avoid spending hours at the end of the month attempting to remember each line item, just Dial-A-Note and be done! |
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| | Track Billable Hours |
| Legal firms and departments can instantly track the number of hours spent working with a client! |
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| | Capture Conversations / Interviews |
| Three-way calls with DAN let you easily capture an important client conversation to ensure all requests are fulfilled! If you are in the marketing research arena, you can easily capture an interview or focus group session by dialing into Dial-A-Note. We will send you the transcript via email! |
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| | Record Notes On Location |
| Visit a job site and easily record your comments and notes while you're there! |
