Dial-A-Note is a customized voice to CRM solution that tackles virtually all data capturing needs, from the start of the client interaction all the way through the follow-up action items, with one quick recording. This process includes client profile changes (if necessary), follow up action items, pipeline opportunity entry, literature requests, expense capture and anything else your organization may require. Dial-A-Note enables your organization to ensure high customer satisfaction while allowing you to capture meaningful information to improve the sales and marketing strategy. Read on to learn about some of the ways Dial-A-Note assists our existing clients.
Capturing the details of every client meeting is our specialty. As a meeting concludes, but before the sales professional mentally moves onto the next opportunity, he or she can speak the details of that client interaction via a toll-free call or use of our App (Android and Apple friendly) and all data points are accurately and quickly stored within your CRM system. Populating drop down menus, check boxes and multiple text fields is easy with Dial-A-Note’s technology.
Did a client or prospect move? What about those duplicate profiles your marketing or data management team has been meaning to get to for years? With Dial-A-Note’s CRM process-management expertise and customizability, client profiles can easily be updated, modified, merged or even created with our clearly defined processes.
Dial-A-Note lets you capture opportunities seconds after you’ve identified a potential deal. No more waiting until the end of the day, week or worse, end of the quarter. With Dial-A-Note’s voice-to-CRM solution, you can start keeping better track of those revenue-generating items to ensure the ball keeps moving forward.
After every successful sales call, a follow up action item should be established. Whether a meeting set in the future, literature to be sent, follow up email scheduled for next week or a simple thank you. Capturing follow up action items within a CRM system is valuable to determine what actions create results, who is handling elements of client contact, and to ensure sales people stay in front of clients on a regular basis. These are often neglected when it comes to CRM entry, but not with Dial-A-Note! Additionally, our clients have reported a significant increase on internal/external communication/coordination when follow up tasks are captured properly – win/win!
Cost of client acquisition and retention is always part of our client’s data strategy, but unfortunately expense capture is typically a time consuming process, which is why most users try to take short cuts when it comes to relating an expense to a client profile. Dial-A-Note ensures all expense information is captured and entered accurately and in a timely manner. Dial-A-Note can also take care of other forms of expense reporting such as receipt management, mileage, hotel reservations, and more!
Dial-A-Note can send out literature on behalf of the user or can initiate the request with a third party vendor. Imagine, all it takes is one simple call and a sales person’s meeting details/action items and literature requests can be taken care of in one step – Dial-A-Note to the rescue!
The sales person can speak the client’s/prospect’s preferences after each client interaction. Dial-A-Note then selects those same preferences within the CRM. Additionally you can send lists with segmented data that need to be captured under each profile/segment/market. An example is a group of individuals who attended an event or participated in a group discussion. Wouldn’t it be fantastic if you could run a report to see which clients/prospects are interested in a certain product/service or communication preference? When Dial-A-Note processes client meeting activities, it can also determine which client preferences should be noted in the client’s profile within your CRM system.
Duplicate profiles, outdated contact information, attendees from an event that never got imported into your CRM system are our expertise! Let Dial-A-Note tackle your “when we have time” data projects to enhance the quality of your CRM data and reporting needs.
Need help researching competitor data or opportunities on third party websites or other web-driven applications? Dial-A-Note can do the research for you and send the completed lists back to you at your preferred timetable.
Have Dial-A-Note do the administrative work of your field sales staff. Don’t have them sitting for hours at a computer entering account information or lengthy sales pipeline and order entry data. Instead, have your field staff record the details of the order, or account details, and Dial-A-Note will take care of the data entry on their behalf. We’ll even send a copy of all captured information back to the field person to review prior to closing out the item!
Dial-A-Note has a large client base in the marketing research and financial services industry where security, confidentiality and privacy is of utmost importance. Dial-A-Note must be 100% compliant with all of the respective industry standards. Dial-A-Note’s Culture of Confidentiality includes legal measures, confidentiality oaths, restricted access, technology measures and an independent audit, when combined, protects your data better than you could yourself. We are happy to fill out any security questionnaires and welcome our clients to conduct onsite visits and whatever else your organization may need to feel confident in our policies and procedures. Few companies go to the lengths Dial-A-Note does to ensure all information is secure and that is just part of the Dial-A-Note difference.
The success of any implementation is adoption. You can have a great CRM system but if few individuals use it, it becomes ineffective. With Dial-A-Note’s fully customized offering, the user experience is seamless and intuitive, ensuring your organization gets the results it needs. Have a proprietary CRM system? No problem! Use a mainstream CRM system like Salesforce.com but have customized it to fit your organizational needs? We’ve got you covered! From expense capture, to data management to logging a simple meeting activity, Dial-A-Note is tailored to fit your sales process and data needs while maintaining a simple user experience to drive adoption.
Since 2006 Dial-A-Note has accurately captured client details. Dial-A-Note increased note capture from 600 per week to over 2,000 per week while saving six-hours of administrative work for the external sales team! The secret? Dial-A-Note has become an expert in gathering, managing and efficiently entering client information into client databases all while giving the user a seamless experience. There are no prompts and virtually no training required to get sales teams onboard. Dial-A-Note does the heavy lifting to ensure all meeting activities are captured in full and properly. Too good to be true? We’ll be happy to put you in touch with a client that matches your profile to hear what Dial-A-Note has done for them. Learn more by contacting us or give us a call at 888-788-8022. Dial-A-Note is here to serve.