Dial-A-Note is the first phone to CRM solution for the asset management industry that combines technology and intelligence. The idea is simple. You dictate to your phone (no prompts, just speak); then we process the audio file and the meeting details get placed directly into your CRM system. We work with all CRMs, even internally built systems! Customized fields and entries that require multiscreen maneuvering are completed accurately. No need to worry about misspelled client names or products discussed — the combined technology with intelligence creates the most accurate solution on the market. Increased CRM adoption, more complete and accurate meeting notes and time savings are just a few of the benefits, but don’t take our word for it:
• “After Adapting Dial-A-Note, the number of notes we captured each week went from 400 to 2000+.” — CRM Manager
• “Externals who have adopted Dial-A-Note 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 3-4 hours a week to less than 30 minutes. We also see that the completeness, accuracy, and improved coordination with the internals is paying off.” — National Sales Manager
If increasing CRM adoption, no-excuse accountability, more complete and accurate meeting notes and robust reports are of interest to you check out Dial-A-Note. Call Us 888.788.8022.
PO Box 4689
Greenwich, CT 10012