More than
Voice to CRM

VIRTUAL ASSISTANT

Good people are hard to find. We've got great people. From booking executive meetings and prepping documents and reports, Hey DAN’s highly skilled Virtual Assistant adds value from day one

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Solutions

Hey DAN combines technology-driven workflows, with human intelligence, to quickly, efficiently and cost-effectively achieve results on behalf of our clients. From CRM entry, to the organization of existing data, to helping our clients determine the best data strategy, to supporting the workflow behind a successful customer to company transaction, Hey DAN is your company’s mainspring to streamlining processes that move your business forward.

CRM ENTRY

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DATA CLEANUP

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CONSULTING
SERVICES

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BPO

(Business Process Outsourcing)

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CRM Data Entry

Hey DAN gets your sales team to finally enter detailed meeting data into your CRM.

Additional benefits include:

Removes all excuses for avoiding CRM entry
Increases selling productivity (saves rep 4-6 hours/week)
Improves accuracy of CRM metrics
Finally achieve institutional memory (company owns the relationship)
Increase internal communication and coordination (right data in the right location at the right time)
More meaningful client interactions (focus on the right opportunity)

Metric
Meetings captured in CRM
Sales Rep CRM Adoption
Weekly Sales Rep Admin Time
Note Length (characters)

Before
40%
20% – 70%
6-8 hours
42

After
90%
80% – 100%
1-2 hours
164

The Hey DAN Effect
125% increase
40% – 400% increase
Average reduction of 73%
200% – 1000% increase

Metric
Meetings captured in CRM
Sales Rep CRM Adoption
Weekly Sales Rep Admin Time
Note Length (characters)

Before
40%
20% – 70%
6-8 hours
42

After
90%
80% – 100%
1-2 hours
164

The Hey DAN Effect
125% increase
40% – 400% increase
Average reduction of 73%
200% – 1000% increase

Serving sales professionals from firms with over $7.6 trillion in total market capitalization, Hey DAN is the premiere voice to CRM solution. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete.

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Data Clean Up and Organization

Do you have a tremendous amount of data that needs to be cleaned and organized? Are you looking to leverage AI and predictive modeling solutions, but the datasets aren’t properly aligned with this type of initiative? Do you need to train a model by proofing the work and sending the feedback through the appropriate channels?

Hey DAN is your partner for organizing, cleaning, researching and modifying existing data sets! Using a combination of automated solutions and a data driven workforce, Hey DAN can:

Clean up outdated, duplicate, incomplete or missing profiles
Organize unstructured data
Identify and research information gaps
Create target lists or enter previously developed lists into the database
Create customized workflows based on client needs

Since each client has their own data initiatives, each approach is unique. Reach out to talk with a data specialist today to see how Hey DAN can work data magic within your organization

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Consulting Services

Hey DAN consulting services has experienced management consultants who can provide guidance on a variety of sales force related projects, including:

Marketing Mix
Customer Segmentation
Territory Alignment

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Business Process Outsourcing

Hey DAN has an experienced launch team that can help you to build and onboard teams of highly qualified specialists who will provide dedicated support for you and your team. We provide solutions across a number of business functions, including: