Testimonial

“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“I truly appreciate all you folks do. Have a wonderful day!”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
"This is going to save me so much time.”
“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 are all so awesome to handle our crazy requests.”
“I think I would cry if I had to go back to entering them the old way”
“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.”
“Verbal call reports take 85% less time than typed.”
“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.”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
“Thanks again for all the awesome work you do every day, it makes a big difference to keep this data up-to-date”
“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.”
“The service is efficient, effective, and necessary to the demands of my busy schedule.”
“Even customized fields and entries that require multiple screens to be populated are completed accurately.”
“We have benefited from countless data stewardship projects at a fraction of the cost of doing internally.”
“At only 20% the cost of our sales reps entering information themselves, Dial-A-Note is a true time and cost saver!”
“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”