Solutions Solutions
 

  • Sales and Meeting Notes

    Never forget a client request. Capture the important details before they are forgotten!

  • 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 meetings and client details that are easy to understand and that are actionable items vs. short hand script.

  • Simplicity for Road Warriors

    DAN can be used anywhere you have access to a phone . . . airports, taxis, train stations — wherever!

  • 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!

  • 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!

  • 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!

  • Track Billable Hours

    Legal firms and departments can instantly track the number of hours spent working with a client!

  • Record Notes On Location

    Visit a job site and easily record your comments and notes while you're there!

  • Data Cleansing

    During the note entry-phase of the Dial-A-Note process duplicate profiles or missing profiles may be found. Dial-A-Note can help maintain the integrity of your database by merging duplicate profiles, adding those missing and ensuring the contact details are up-to-date.

  • Accurate Reporting

    Do you find that the individuals on your sales team are entering notes differently and not following note entry protocol? By
    having one entity enter all data you are sure to have uniform entry and precise reporting metrics you can count on.

 

Dial-A-Note