Testimonial

“I think I would cry if I had to go back to entering them the old way”
“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.”
“Even customized fields and entries that require multiple screens to be populated are completed accurately.”
“I reminded ‘K’ to inquire about an advisor’s upcoming wedding. I never would have had data like that before Dial-A-Note.”
“Great follow up! Thanks and I look forward to working with you more in the future!”
“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…”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“Thanks for all of the input, the details, the follow-up. It is a true pleasure.”
“Thank you for the wonderful service you’ve given us through the past year!  The territory managers and I appreciate your efforts.  I especially want to thank you for keeping me updated as to the new information needed on current accounts in our CRM and the research you do to help me out with possible duplicates.”
“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.”
“I really want to congratulate your team. We have been receiving positive feedback about how good you guys are.  I know our many users are very happy, and that's why we're expanding this service to more people in the coming months.”
“I truly appreciate all you folks do. Have a wonderful day!”
“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.”
“We have benefited from countless data stewardship projects at a fraction of the cost of doing internally.”
“First of all, thank you for everything that you do for us. And by the way, just to compliment you guys on one more thing, I have been watching the Data that you guys did for the Team, and periodically I went in and I looked at the data and looked at the quality of the data and it was really good.  That was like 1600 clean, beautiful contacts assigned to the right person; and you added the sales person to the contact coverage team which is exactly what we needed to happen and it looks great. So thank you very much for that”
“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.”
“Note length went up for every sales person, from +200% to over +1000%”