- I use a proprietary CRM and/or I use Salesforce.com but have customized it so much it is nearly unrecognizable. Can we still use Dial-A-Note?YES! Dial-A-Note is tailored to fit your sales process and data needs. We work with any CRM systems, even internally built systems. Dial-A-Note is customized for each of our clients to ensure a simple end-user experience
- Are there any CRM systems you do not work with?No.
- Is there any equipment or software needed to use Dial-A-Note?All you need is a phone. No matter which model or brand you use, Dial-A-Note is only a quick call away.
- What data can Dial-A-Note capture?Dial-A-Note can capture any type of information that is valued by your organization. We maintain a flexible approach by having our experts and technology team work with you to fully adapt to your organization’s goals.
- What is the turnaround time?Notes can be completed in as little as one hour, but most clients opt to have all notes entered into their CRM system by 2 AM the following morning.
- Can I receive a copy of my dictations via email?Absolutely.
- Can others receive a copy of my dictations via email?Absolutely.
- Is this like Siri or Cortana?No! With Dial-A-Note, your notes are received by a person who understands open-ended content and knows what to do with it. There are no prompts or menus.”
- Where does Dial-A-Note stand on security and confidentiality? My organization has extremely strict security and confidentiality requirements.We understand and acknowledge how important security is when it comes to client data. Dial-A-Note has a large client base in the marketing research and financial services industries. 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. Few companies go to the lengths Dial-A-Note does to ensure all information is secure and that is just one part of the Dial-A-Note difference.
- Is there a limit to the number of notes the system can process in a given day?No — we will set the system up to be able to handle your expected number of notes no matter the volume.
- How much does it cost?Fees depend on expected volume. Dial-A-Note is a customized solution based on the needs of the organizations we serve, please call us at 888-788-8022 so we can learn more about your data goals and give you a customized quote!
- How do I get started?Give us a call at 888-788-8022, or click here to contact us and a specialist will reach out to you shortly!
