Who is Dial-A-Note for? Who is Dial-A-Note for?
 

Dial-A-Note enables sales teams to speak their notes after each meeting, which are then placed into your CRM system. There are no prompts or fields to navigate. Notes can be sent in any specific format you request, ensuring your reports are clean and precise. The best Dial-A-Note clients find themselves relating to two or more of the following profile descriptions:

Net: A job-satisfaction enhancer that reduces costs and increases productivity. It’s a no-brainer.
  • Looking to increase CRM adoption
  • Capturing client data is important to the organization
  • Road warriors are integral to the sales team’s success
  • Have a desire to increase the sales team’s accountability
  • Want to reduce the administrative responsibilities of the rainmakers
  • Previously tried voice to text solutions were not accurate
  • Find voice prompts and voice trees to be cumbersome and prohibitive
  • Sales team size is greater than 10 individuals
  • Available training time is very limited
  • Duplicate profiles and missing profiles is a constant battle

The above challenges are just a few of the results our clients have found after adopting Dial-A-Note.

We’d love to hear from you! Call Us at (203) 618-1811 or Contact Us so we can set you up with a pilot program to see if Dial-A-Note is a fit for your organization.

 

Dial-A-Note