Testimonial

“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”
“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.”
“I reminded ‘K’ to inquire about an advisor’s upcoming wedding. I never would have had data like that before Dial-A-Note.”
“Thank you so much! You caught my screw up lol”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“Thanks again for all the awesome work you do every day, it makes a big difference to keep this data up-to-date”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
“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.”
“Verbal call reports take 85% less time than typed.”
“You guys are the best!”
“Thanks for all of the input, the details, the follow-up. It is a true pleasure.”
“I think I would cry if I had to go back to entering them the old way”
“The service is efficient, effective, and necessary to the demands of my busy schedule.”
“You are all so awesome to handle our crazy requests.”
“Wholesalers who have adopted this service and made slight changes to their record keeping have reported dramatic reductions in the amount of time they spend preparing their call and expense reports from 2–3 hours a week to less than 30 minutes. We also see that the completeness, accuracy, and improved coordination with your internals is paying off.”
“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.”
“Even customized fields and entries that require multiple screens to be populated are completed accurately.”
“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.”
“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.”