Testimonials Testimonials
 

"I am sold. This service has saved a ton of time. Thanks to all who helped set it up. The DialANote folks are great to work with too. They are quick to email questions if there’s any grey area in the dictations or reps."

"Note length went up for every sales person, from +200% to over +1000%"

"The service is efficient, effective, & necessary to the demands of my busy schedule."

"We have 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 has been a helpful new tool for me. It's particularly good for a quick note right after a 1-on-1 meeting with an FA..."

"I think I would cry if I had to go
back to the old way…"

"I reminded 'K' to inquire about an advisor's upcoming wedding. I never would have had data like that before Dial-A-Note."

"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"

"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!"

 

Dial-A-Note