Testimonial

“We’ve seen CRM adoption go up from 19% to 88% among our field force. We’re finally getting what we wanted out of our CRM.”
“You guys-gals, are the best!”
“Thanks again for all the awesome work you do every day, it makes a big difference to keep this data up-to-date”
“Verbal call reports take 85% less time than typed.”
“I am sold. This service has saved a ton of time. Thanks to all who helped set it up. The Dial-A-Note folks are great to work with too. They are quick to email questions if there’s any grey area in the dictation or reps.”
“Sales teams have an alternative to entering meeting notes at the end of a long tiring day or week when details have been forgotten; they can dial, speak their notes while they are fresh in memory, and move on to the things they are really paid for.”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“This service is efficient, effective, and necessary to the demands of my busy schedule.”
“I truly appreciate all you folks do. Have a wonderful day!”
“A job-satisfaction enhancer that reduces costs and increases productivity. It’s a no-brainer.”
“The service is efficient, effective, and necessary to the demands of my busy schedule.”
"This is going to save me so much time.”
“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!”
“You are all so awesome to handle our crazy requests.”
“We 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.”
“Thank you so much! You caught my screw up lol”
“Dial-A-Note has been a helpful new tool for me. It’s particularly good for a quick note right after 1–on–1 meeting with FA…”
“You guys are the best!”
“I reminded ‘K’ to inquire about an advisor’s upcoming wedding. I never would have had data like that before Dial-A-Note.”