Why Dial-A-Note

“Our ability to measure and analyze the sales team’s activity and effectiveness has never been better.”
— Top Asset Management Firm ($5 trillion AUM)

Dial-A-Note is the only voice-to-CRM solution that adapts to your sales process and enables your organization to capture accurate client data, faster and at a lower cost.


What do sales professionals who use Dial-A-Note think?

“Verbal call reports take 85% less time than typed.”
“We have benefited from countless data stewardship projects at a fraction of the cost of doing internally.”
“I think I would cry if I had to go back to entering them the old way”
“Thanks for all of the input, the details, the follow-up. It is a true pleasure.”
"This is going to save me so much time.”
“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!”
“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.”
“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!”
“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”
“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.”
“Wow – you are wonderful!  You are correct, the last name is [name].  Thank you very much for going the extra mile and doing that research for me!”
“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!”
“Great follow up! Thanks and I look forward to working with you more in the future!”
“A job-satisfaction enhancer that reduces costs and increases productivity. It’s a no-brainer.”
“Thanks again for all the awesome work you do every day, it makes a big difference to keep this data up-to-date”
“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.”
“You are all so awesome to handle our crazy requests.”
“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…”
“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 so much! You caught my screw up lol”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
“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.”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“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.”
“Note length went up for every sales person, from +200% to over +1000%”
“The service is efficient, effective, and necessary to the demands of my busy schedule.”
“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.”
“At only 20% the cost of our sales reps entering information themselves, Dial-A-Note is a true time and cost saver!”
“Dial-A-Note is the most efficient tool we have to record accurate and timely data.”
“Even customized fields and entries that require multiple screens to be populated are completed accurately.”