CRM Data Entry Services

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Deriving Better Insights from Meeting Notes Data

The main point of having a sales meeting is to talk about issues, ideas, and solutions, that all lead to the creation of an actionable plan for the company’s sales to improve. A sales meeting can also be done one-on-one with a client to pitch one’s product or service, as well as to discuss other things like pricing and product features. If not documented properly, these meetings are as good as making small talk around the coffee table. Deriving insights from sales meeting notes is the key to realizing a meeting’s purpose.

Why take notes during Sales Meetings?

Notes are important because they summarize the real meat of the meeting. Decisions agreed upon, top performers, sales forecasts, marketing strategies, product updates, needing to know these kinds of information is the reason why a meeting is done in the first place. It aims to make the sales process more efficient and increase revenue, so it makes sense to take note of them. When facing a client, it is also important to take note of their goals, and what they want from your product or service.

However, manually taking notes while the meeting is going on can pose a few problems, which can affect its overall interpretation.

Problems with Taking notes on Sales Meetings


  • It makes it harder to listen. Sometimes, you can be too focused on writing down notes that you forget to listen to the meeting, resulting in a lack of understanding. When it comes to sales meetings with clients, it is very important to be attentive and to interact with them, in order to win them over, which can be hard to do if you’re manually taking notes.
  • The difference between the speed of talking and writing makes it harder to catch up. On average, a person can write 25-45 words per minute, whereas the speed of talking is an average of 140 words per minute.
  • You don’t understand the notes you took. Due to the rush, and having to multitask between writing, listening, and giving your inputs, when you look back at them, sales meeting notes can look like messy scribbles on paper. Not understanding your own notes defeats its purpose.


All these issues lead to the loss of sales meeting notes data. Being unsure of what to do next due to incomprehensive notes can delay the carrying out of tasks, as well as the overall progress of your sales team. It can also lead to client dissatisfaction, if you don’t get the details right.

There are solutions such as preparing a predetermined format for better organization, writing in shortcut words, or even writing your notes when the meeting is over, to avoid the rush. However, these methods are still subject to errors. Perhaps writing or typing down notes manually is the problem.

The best hands-free solution is to record and transcribe the sales meeting using a Voice to CRM data entry solution. When it comes to accuracy and comprehensiveness, no handwritten notes can compare to a direct recording. This way, no sales data can slip away.

To understand why transcriptions have the best capability in helping you create complete, and better insights in making notes, one needs to know what makes up good meeting notes in the first place, and how to meet those needs.

Factors that contribute to the complete retention of accurate data in Sales Meeting notes


The Extensiveness of the Notes

Having more data about what was said in a sales meeting can create better insights with the right context. More information means more accurate interpretations. The completeness of one’s meeting notes ensures that no detail, however minor, is overlooked.

This is where transcriptions or recordings can come in handy. This does not mean that your notes should look like a transcription of the meeting, that would be impractical. However, since transcriptions include every single thing in the discussion, you have more information to work with, where you can extract the most valuable and comprehensive insights, without missing anything.


The Timeliness of the Notes

Studies have shown that writing down meeting notes on the same day as the meeting provides more complete and accurate information relative to notes done two or three days later. Notes written a few days after tend to be dependent on one’s memory, which can cause the information to be subjective or even incomplete. Taking notes during the meeting is still better. If this is the case, imagine taking them in real-time, recording the meeting, as it is going on. Nothing can be timelier.


The Format and Interpretation of the Notes

Gathering lots of data can be useless if not formatted and interpreted properly. Yes, as said earlier, having extensive and complete data is good to retain details, however, these need to be sorted out the right way in order to be usable, converted into viable action items. An entire transcription cannot serve as notes because the information is far too vast. Summarizing the most important points, while not missing any significant details, is the key to better interpretation.


What can we do to meet all these factors?

Having extensive, timely, and well-formatted sales meeting notes can be achieved by simply recording one’s sales meeting. Afterward, the transcription of the said recording can be used to format and extract important data. But then again, doing this can mean extra work, which might disincentivize you, or your company secretary/transcriber to record and transcribe each meeting. It takes time and an unpractical amount of extra effort to be done manually.

The solution is to outsource it to a data entry software, particularly, one with a Voice to CRM service. Utilizing a Voice to CRM software maximizes efficiency in deriving insights from sales meeting notes.

Firstly, a Voice to CRM data entry software wholly records everything from a meeting. During a call or meeting, there’s no more need to worry about spelling, or catching up with what’s being said, all you need to do is to speak and no detail is left behind. Secondly, it records the data in real-time, as the meeting goes on, and thirdly, depending on the type of Voice to CRM software, the actionable points and key details from the meeting are conveniently and automatically entered into the right CRM fields. The cleaning, summarizing, and formatting of the content are done by the software.

Other benefits include:

  • Sales Meeting notes are more accurate, timely, and complete
  • Automatic data entry
  • Reduces technical problems that come with manual note-taking
  • Less risk in the loss of data
  • Allows you to focus on the sales meetings themselves

This resource can be highly beneficial for almost all departments of your company, especially for your sales team, or for anyone who regularly faces clients. We can make use of this technology to take tedious manual data entry off of our hands, saving time and effort, all while reaping the benefits of having accurate data and better insights.

Top 5 Ways to Improve your CRM Adoption Strategy

The advantages of having a CRM are undeniable. A Customer Relationship Management (CRM) software is capable of organizing loads of customer data, shortens the sales process, and drives productivity and sales up the roof. However, without a proper strategy, it can be very easy to fail. Nobody wants that, yet CRM adoption success rates are still very low. A survey by Merkle Inc. shows that 63% of CRM projects fail. The main difference between those who succeed and those who fail, is the presence of a solid CRM adoption strategy.

Each company may be different, but the most common fundamentals in successfully adopting a CRM remain. Here are a few guidelines to help you and your company create this solid strategy.

Transparency and Communication

A good CRM adoption strategy starts with good communication. There are many stakeholders in adopting a CRM program: we have the executives, the end-users, CRM developers, and even the CRM trainers. They are all part of the process, thus, having a successful CRM project requires a team effort. To achieve this the following need to be communicated to the entire team:

  • Why your company needs to start using a CRM program
  • How the CRM will fill in gaps and help improve the company
  • What having a CRM will demand from each person
  • The SMART(Specific, Measurable, Actionable, Realisable, Time-bound) goals that your company is aiming for in using CRM

Make sure it is clear to everyone why the company is making the shift, as well as how it will happen. Before you decide to purchase a CRM(or even before you consider that your company needs one), ask your employees first. Communicate with them. Do they need this software? Do they have any current difficulties? What are their suggestions to improve the existing workflow? Involving others in the company is part of communication, which leads to the next guideline:

Active Involvement

As the primary adopters of the CRM, your users ought to be involved from the start. Let them know that their input is valued and that you’re not just ordering them to use new, unfamiliar software, to make their lives miserable. Users, and other stakeholders, will value the success of something that they feel they are involved in. They become invested. It raises their team spirit and it’s not just about following what the higher-ups said, it’s about making this a success together. Actively involving users in the decision-making processes, like choosing the right service, picking out needed features, and even using the CRM and giving feedback, etc. is a sure way to increase user adoption.

Lead by Example

The CEO and chairman of Merkle, Inc., David Williams, once said:


The most significant CRM initiatives are driven from the top, and this report will serve as a powerful reference guide for senior executives looking to get closer to their customers and achieve superior results.


CRM is not only for the average office employee, they are also for the executives, the managers, the supervisors, and anyone with significant authority. For it to truly become beneficial and produce results, it has to be used and adopted by the leaders as well.

First of all, CRM is not only a customer and lead management tool, it is also a database. A place to store all your customer’s information, including contacts, leads, and sales analytics. Imagine a user diligently trying to adopt the CRM program, only for their boss to ask for another contact list on a spreadsheet or a sales forecast on a word file? It beats the purpose of using the said CRM, demotivating the user to try in the first place.

Secondly, when leaders try to use and adopt the new software, it communicates to the company’s users that CRM is important enough that even the higher-ups are using them. Besides, it won’t hurt to learn the workings of CRM, as it can benefit almost everyone in the company, from taking notes and automating emails, to having better sales data.

Conduct Regular Training

In the CRM implementation stage, and even after, training is very important. No matter how techy your users or your company may seem, it will still be best for them to be trained and to understand the features, controls, and how to use the CRM software in general.

Set a schedule for training. This can be through a webinar, a live seminar, or through small team meetings. Have longer, and more frequent training sessions during the start. The beginning stages will be hard as people are resistant to change after all. Once the users have slowly warmed up to using the CRM, you can opt for less frequent sessions.

However, it is still important to continue training even if your company has been fully adopted. You want to make sure that the users are always fully equipped with knowledge of the latest features. These touch-up training sessions can be done quarterly, or even annually, depending on the need.

Another tip is to avail of any free CRM training materials. Some CRM providers offer free training guides, so make sure to take advantage of those. You can also opt to hire or outsource training to a CRM expert, this can be external, or someone from the CRM provider you are currently subscribed to.

Ensure the CRM’s Ease of Use

One of the biggest barriers to CRM adoption is the CRM’s ease of use. A study found that among users, 65% consider ”ease of use” to be a top priority in choosing a CRM service. It tells us that, to increase the rate of adoption, we need to make it easier for users to utilize the software.

One way to make it easier for users is to choose a CRM with simple, user-friendly features. One important feature nowadays is mobility. Choose a CRM with a mobile phone integration. With this, your users can access the CRM program using their mobile phones.

Another way to make it highly adoptable is by reducing manual data entry. Users don’t want to get caught up in administrative tasks such as these. With tons of data, it takes time and effort that should’ve been spent doing real productive work. The best way to eliminate manual data entry is by subscribing to a Voice to CRM solution. Users don’t have to navigate through tabs and menus, all they have to do is speak, and the data is entered, right where you need it. It automates the time-consuming task of typing etc. After all, speaking is faster and easier than typing.

Always remember that the goal here is to make it easier for your company, and therefore, your users, to adopt the CRM software, encourage them to make it a part of their daily workflow.

Next Day CRM Entries – What you are missing

CRM is often associated with customer management, retention, and lead conversions resulting in better sales. But in reality, these benefits are the results of behind-the-scenes processes anchored in data entry. After all, CRM is a data entry software that stores information in a centralized and reliable platform. However, when inputs are made the next day, data quality and quantity are being compromised, rendering the CRM system unable to operate to its fullest.

Data is a CRM’s lifeblood, for without any valuable input, it won’t be able to know customer preferences, demographics, and other information, much less in helping create solid customer relationships. This is why data quality and accuracy are fundamental if you want to get the most out of the “efficiency” that CRM offers. The best way to ensure quality and accurate data is to record it completely in real-time, not the next day, or any time after it. Here’s why:

Memory is not always Accurate

Unless you have an eidetic memory, oftentimes recalling details from memory is not very reliable. Mistakes and changes regarding facts may happen. This is why people take notes, it is to avoid inaccurate data. According to psychological research, there are 2 main theories of why people forget things.


According to the Interference Theory, it is harder to recall a specific thing if similar events, happenings, and retained information occurred in between, thus, these other memories interfere with one another.


The Decay Theory of forgetting states that memory becomes less accurate over time. The more time passes between the event and the instance of recall, the more likely it is to be forgotten.

We know that generally, people in the office, may it be salespeople, executives, IT managers, or HR, do a lot of repetitive tasks daily such as sending emails, attending meetings, creating reports, and more. The same is true when it comes to their data entry: customer names, dates and deadlines, nationality, age, etc. Each field and each customer is unique, but due to large amounts of data and the similarities of each one, it is highly likely for memory interference to occur.

The adverse effects are amplified much more if all of these data are taken note of the next day. Typically, salespeople wait a day or more to jot down meeting notes and other things, however, the more that  time passes by, the more likely it is for the information to be inconsistent and inaccurate.

According to a short experiment done by Hey DAN, same-day notes have 100% data retention, while notes done after 1-2 days suffer a 33% deterioration of data. Note length continuously decreases as more days pass by, proving that next-day CRM entries do not deliver quality and accurate information. This window of error could affect a company’s growth, considering that information adds value, particularly when it comes to CRM.

However, this is not new knowledge. It is generally known that one must take notes during or right after you obtain the information, to retain the most accurate and complete data. Yet why do most employees wait until later to enter data into the CRM system? Let’s tackle it from the root of the problem.

Manual Data Entry is tiring

Most companies still adhere to the manual setup of data entry. A person may like it at the beginning because of the simplicity of the task, but let’s be honest, doing it repeatedly, every day, with large amounts of data, can be tedious and inefficient. With this kind of setup, it’s hard to blame CRM users for not entering data right then and there, especially for salespeople who want to focus on selling instead of doing admin work.

Real-time Manual Data entry can be discouraging for many reasons.

  • The CRM system is hard to access while on the go.
  • Typing in information can take time.
  • It keeps employees from generating more valuable and productive work.
  • It can be hard to catch up with the things being said and focus during a meeting.
  • Data entry fields can be confusing or difficult to find.

Moreover, Manual data entry can be costly for the company. According to the 1-10-100 rule by Joel E. Ross, error prevention will cost 1$, error correction will cost 10$ and unchecked errors, resulting in failure, will cost 100$. This concept reveals that it is always less costly to establish a way of avoiding errors at the very start of the process than to work on them down the line.

With manual data entry, errors and mishaps are to be expected which eventually leads to corrections, or if uncorrected, will lead to failure, both costing a lot more than prevention. This concept can give us insight into what we should prioritize when it comes to data entry, and that is error prevention. 

How do we prevent errors, and at the same time, achieve real-time, accurate information?

Solution: Automate Data Entry

Liberate your CRM users from the burden of administrative work by adopting technology that automates data entry. Regardless of their department or role, end-users can highly benefit from it, reducing time and effort spent, for fewer errors and less cost. It allows more space for employees to focus on giving real value and to use their skills and talents because after all, they have better things to do than manually encoding data.

Moreover, due to its convenience, data entry doesn’t have to be done the next day. It incentivizes users to record data in real-time. The information can easily be recorded on the same day, keeping the company away from any data loss or inaccuracies. Using high level CRM software such as Salesforce, Microsoft Dynamics, or SAP can be used at an optimum level given that data will be entered accurately and more timely.

With the right software, data capture and cleanup don’t have to be an issue. One of the best ways to do this is by subscribing to a Voice to CRM software that combines both technology and intelligence, ensuring that data is accurate and correctly placed. With just speaking, data can be effortlessly entered, with no need for the user to open tabs, or look for the right fields. It has everything you’ll need to create timely, same-day data inputs without having to worry about cleaning up the entries afterward. This way, data is captured not the next day or the day after that, but in real-time, when it is at its best.

CRM Training and Streamlining your Operations

The goal of having a CRM is to optimize and create better efficiency within the workforce. It has been proven to be effective in streamlining processes and workflows through automation, managing customer information, as well as taking care of admin-related tasks. It allows its users to achieve more, and do less. However, when the users are not equipped with the knowledge of a CRM’s proper usage, the intended effect can be backwards.

The most common reason for a CRM project’s failure is poor implementation and lack of user adoption. Statistics show that the average user adoption rate is 26% and it’s the number one reason why CRMs fail. If you are planning to subscribe to a CRM data entry software or if you are a new adopter, understand from the very beginning that the biggest hurdle is not the technology itself, but the people using it. CRM is nothing without the participation of its users after all. This is why CRM training for you and your end-users is very important.

Take, for example, a salesperson attending a meeting with a client. Instead of simply using the Voice to CRM (a service provided by certain companies) feature to record one’s meeting, the salesperson ends up fiddling with the program, looking for the right dropdown menu, page, tabs, the right fields, etc. They end up wasting time and exerting more effort, trying to understand how to use this new software, whereas they could have used that time and effort to focus on their clients and sales.

The point is that even a program that’s built for better efficiency can become inefficient if its functionalities are not identified and used properly.

Training should not be Overlooked

Don’t skip on the training. A CRM software can only be as good as the people who know how to use it. No matter how tech-savvy your employees might be, new software with a new interface will take getting used to. It will help them know each feature, as well as WHEN and HOW to use it. If not trained properly, users cannot fully take advantage of it, increasing the risk of the CRM’s failure.


Have your trainees be involved from the very start

Even before starting the training, let your employees know what the company is doing and why. Involving your employees and communicating with them about the shift is a big part of CRM adoption strategies. Ask them their opinions on which software would be best, the type of features that they need, what issues the CRM should help mitigate, etc. Do this instead of deciding everything for them and then telling them to suddenly use it, not really knowing what matters.

Your end-users should understand from the start, why this training, and ultimately why using a CRM data entry software, is going to help them and the company. Set their mindsets right.



Communicate with your end-users regarding their preferred training methods

Do your employees prefer to have the training online, through seminars, or just through a handbook? Or maybe they would prefer a combination of training methods? It would be best to know there preferences and show them different options. You want your users to utilize this new software and learn in a way that’s best for them, to reduce resistance.

SuperOffice revealed that 55% of sales experts consider “ease of use” to be the most important feature of CRMs. This clearly shows that a CRM should be fairly easy to use, and more importantly, easy to learn. The goal is to simplify.

In order to shorten the learning curve, know what type of training best fits them. A great way to simplify is by utilizing a Voice to CRM solution. It makes data entry faster and easier, simply by speaking, increasing your overall adoption rate. Take these into consideration before finalizing training procedures.


Take Advantage of Free Training Programs

Subscribing to a CRM can already be costly on its own. This is one of the reasons why companies on a tight budget choose to skip training, due to its added cost. Purchasing external training programs can be expensive.

However, it is common for CRM providers to offer free training and user guides. Some separate entities such as online training course websites, consultants, and other vendors also offer free training. There are great free training programs and guides out there that can help you save money on training costs or can serve as supplemental training for your team.

Companies like SalesForce CRM offers a wide array of training options from online courses to one-on-ones, all for free. Make sure to take advantage of any type of CRM training or assistance offered.


Train your end-users Gradually

Don’t expect your users to learn everything after a week. Information overload often causes low adoption rates since all this new information is bombarded at the users, causing them to step back from all this complicated knowledge, and revert to their set ways.

Training should be an ongoing thing. For the entire program, set a consistent schedule for live demo sessions, seminars, or group training. To make it more interesting, don’t train them the same way over and over again. Try to add variety to each session.

Lastly, keep having training sessions even after your team has adopted and finished the program. Technology will keep changing, updating, improving, and the same goes for any CRM software. Make sure that the team is able to keep up by having ample follow-up training. This can be done annually or once a month, depending on your company’s needs. It doesn’t have to be as comprehensive as the initial training, just something to refresh your users’ knowledge and perhaps help them improve the way they currently use the software.


Cater to Specific Roles and Departments

Instead of a one-size-fits-all, tweak and customize the training highlights for each department. Make sure that everyone is taught the basics before moving on to training that’s more catered. This will help them specialize and learn more about how they can use the CRM software to optimize tasks that are specific to their role in the company.

For instance, the sales department’s training can focus more on using CRM to enter data on client meetings and creating sales. The finance department’s training can emphasize how to use the software to better forecast data and profits, doing customer billing, and the like. This part is optional, but it can greatly help increase the efficiency within each department, resulting in optimization as a whole.

The Bottomline is: Training your employees or team members can help make it easier and faster to use the software, ultimately streamlining operations and getting the most out of your CRM investment.

Why Your Company Needs Voice to CRM Technology Today

Adoption for new and innovative technology always takes time. When it’s primary users have their hands full with endless task lists, it’s no wonder why it takes teams a long time to adapt.

For fear of hampering existing productivity, many decision-makers like veteran sales leaders refuse to change what they have always done. No one has time to make space in their busy schedule to train teams from the ground up.

Despite this, there are endless benefits that come with using intelligent voice technology. After getting over the initial learning curve, companies that invest in transitioning their teams benefit exponentially.

Here are a few reasons why your company needs Voice to CRM technology today:

Organized Data

An effective voice to crm program keeps track of all logs of every concern or request that you make. You will never have to worry about losing client information on the go ever again. Integrated with your CRM software, voice technology keeps data more accurate, up-to-date, and relevant.

Higher Productivity

Voice to CRM technology helps eliminate hours spent manually typing sales data. An estimate of 2/3 of all sales professionals spends their time doing work unrelated to their core functions. Many salespeople struggle with many types of administrative work. Sometimes, these include expense filing, meeting information, and scheduling. With the freedom to dictate meeting notes, details, and tasks, Einstein Voice opens up more time for salespeople to find more clients and close sales.

Increased Happiness

Overall, employees who feel like their time is valued are happier. With better ways to spend their time, they can find more moments to breathe and relax in between meetings. While the initial months of implementation might be challenging, making sure it goes smoothly would guarantee happiness for years.


Voice to CRM Technology is your Einstein Voice Replacement

Investing in voice to CRM technology should be a priority for companies who rely on their people always on the go. Gone are the days that your teams need to go back to the office to file reports, send updates, and automate activities.

While Salesforce has closed the doors on Einstein Voice, you do have other voice to SalesForce CRM options that provide the same, if not more.

Using just your voice, Hey DAN can take your CRM system to the next level. Using machine learning and human empathy, Hey DAN helps you populate, maintain, and improve any CRM system of your choosing.

Hey DAN is coming up with a real Einstein Voice replacement that should be available in the SalesForce marketplace this year.

3 Tips To Improve the Expense Reporting Experience

Expense reporting is the bane of many teams. From sales teams who have to take time out of their precious schedules to the accounting teams who have to sort through them for their companies or clients, it’s often a lot of work for everyone.

When the expense reporting procedure is unnecessarily long-winded and stressful, it discourages employee truthfulness and accuracy. Inefficient expense reporting processes open a host of other issues that come out when the management is not aware of what kind of financial support their employees need for them to succeed in the role.

To avoid issues relating to late or inaccurate expense filing, companies need to establish clear policies and processes. Here are three tips on how they can do just that:


Include Employees in the Planning Process

Instead of just purchasing expense filing software, companies should allow their staff to recommend what they think is best for them. Many times, the management doesn’t have complete visibility on the experiences of their employees and their actual needs.

By having employees become active members in the decision-making process, they are also more likely to champion the software. When employees feel part of the planning process, it increases the rate of adoption and the likelihood of continued use.


Simplify the Process

The last thing that salespeople need is another complicated system. When policies are not clear, it will lead to either time-consuming mistakes or possibly even fraud. Increasing transparency on what is or is not allowed should prevent them from purchasing from unverified vendors, buying tickets priced beyond the budget, or not staying in preferred hotel chains.

Policies should also be regularly re-visited so that companies can continually give more budget for what their teams need and reduce it for what they don’t.


Digitalize The Experience

Instead of relying on physical papers and manual calculations, using automated reporting software can help decrease the possibility of human error. It makes the process more efficient, effective, and complete.

Using software or apps can also utilize notifications and reminders to make sure that employees never miss another expense reporting deadline again. With a few clicks and photos, they can keep everything they need in the palm of their hand.

While expense reporting is likely never going to go away, it doesn’t have to be a hassle all the time. With the rise of technology, many solutions have been popping up to help teams deal with admin tasks better.


Hey DAN’s Voice to CRM technology is a CRM tool that many sales teams will appreciate. Other than a host of other solutions that include meeting note-taking, follow up calls, and data management, Hey DAN helps teams with actual CRM data entry services combined with the technology deployed as an Einstein Voice replacement (Voice activated AI in CRMs)

With Hey DAN, Sales teams will never have to worry about filing for their expenses. They won’t have to think about missing receipts, forgetting how much they spent on clients and pertinent deadlines for their expense reporting and reimbursement.

How to Use Salesforce for Remote Schooling

Moving to remote learning has been difficult for everyone, whether it’s the students struggling to get their requirements on time or teachers having trouble responding to all the parents asking for help.

Multiple stakeholders often mean that data is routinely lost in the noise. Also, several systems have to be running to take the place of face to face education.

With so many things changing, it’s no wonder that many schools are finding it hard to cope. Many parents, teachers, and students need all the help available.

Thankfully, Salesforce is here to save the day.


3 Ways to Use Salesforce for Remote Schooling


Voice to SalesForce for Schools


While originally designed for small businesses, Salesforce has expanded to use its advanced CRM system to help schools navigate the modern world.

With Connected Schools, Salesforce helps manage multiple stakeholders into one cloud-based platform accessible anytime and anywhere.

But how exactly does Salesforce do it? Here are a few ways of how Connected Schools can help you engage your stakeholders:



Salesforce is a great way for schools to entice, engage, and process the admission process. From reaching out to potential customers through various lead generation mechanisms to the onboarding procedure, Connected Schools is a great way to make a solid first impression.

Using Salesforce, schools can easily provide information about the demographics of their current student body and that of their alumni network.

Schools can easily identify the demand for certain degrees, both by interested potential students and the likelihood of job success after graduation.


Increased Communication

With its automated systems, communications between the management, staff, and students can be almost seamless. Keep everyone aligned with important dates, announcements, and changes that will affect the overall community.

Additionally, In addition, you’ll never have to worry about missing even the most intimate of moments. Keep your community engaged by remembering birthdays, work anniversaries, and even special dates in your school’s history.


Student Status

The internet is an amazing innovation to aid students in their growth through their time in your school. However, it is also full of distractions. Left unchecked, it can keep students from focusing on fulfilling their requirements.

With Salesforce, students can be reminded of important deadlines, submissions, and presentations that they need to be aware of. In addition, schools can also track student performance and accurately predict the number of expected graduates.

Schools can also track the necessary headcount for each class. These can aid in hiring processes to match the incoming needs of the students.


Making the Most Out of Salesforce Connected Schools

While a great CRM tool is important, clean data is necessary to make the most of it. With new students and teachers coming in, it’s hard to keep track of everyone who needs to hear what you have to say at the right time.

With Hey DAN’s Voice to SalesForce solution, your school is less likely to struggle with keeping your data accurate. Through a combination of machine learning and human specialists, Hey DAN keeps your Salesforce CRM up-to-date and usable to ensure optimal communication.

6 Steps to Prepare an Expense Report

Creating expense reports may not sound so important for small businesses. However, as companies grow, they need to be more mindful of where their money goes. With increasingly large and numerous expenses, sales teams need to have a working system to both input and file expense reports.

Expense reports are necessary when it comes to tax season, as many of them are deductible to the final amount companies owe. They also are good to have during budget planning. Starting from being able to identify which expense can be optimized or how much teams need to fulfill their role, it’s a necessary part of every organization’s operations.

While making expense reports can be overwhelming, it doesn’t have to be. Here’s how you can easily prepare an expense report:


Step 1: Create or Choose Template

A template is a file that contains the necessary fields that teams need to file for sales reports. From the vendor name to the amount, companies will have their specifications on what should be in the expense report.

If you don’t want to make a template from scratch, there are many templates available online for free or software that can make it for you.

Step 2: Add Itemized Expenses

Expenses need to be per expense item. After making sure that the right client is tagged, salespeople filing the report should make sure that they are in chronological order.

Step 3: Total Expenses

Expenses are totaled differently depending on the company. Usually, it is first added by category before the overall cost. When it comes to reimbursement, any overpayments done by the salesperson beyond the budget will not be paid for by the employer.

Step 4: Add Supporting Documents

To validate expenses, companies need proof of purchase from the vendors. These receipts often show the vendor’s tax identification numbers and location, which are both necessary when filing taxes.

Step 5: Send the report

Before sending your report, make sure that that total is correct, the supporting documents are attached, and your employee number or account number is displayed prominently. For emailed reports, make sure that you let managers signing off acknowledge your submission.

Step 6: Collect your reimbursement

While there is a process to send expenses, there is also a process to reimburse them. Make sure that you know your company’s policies. The reimbursement procedure often includes deadlines, payment details, and internal approvals.

CRM Data Entry Services

Despite having hundreds of tools at their disposal, many sales teams still struggle with filing expense reports. Most of the time, they have their time filled with a multitude of tasks. Salespeople not only find prospective clients, but they also manage relationships and close sales. Expense reporting is just one of the many stressful things they have to do in between all that.

With Hey DAN’s Voice to CRM technology, sales teams can file their expenses with just a call. Other than that, Hey DAN also handles data management, cleaning, and CRM integration. It’s the perfect tool for your sales teams on the go.

4 Common Types of Sales Expenses

Companies regularly assign budgets to sales teams to help them do their job. However, the total amount of expenses will never be exact. For salespeople to be free to spend while they’re working, many companies opt to provide reimbursement for costs incurred on company time.

Each company will have its own expense reporting policies and procedures. Often, the allotted budget for reimbursement and allowances depend on the nature of the company’s industry and the role of the person.

However, many companies share similar policies when it comes to what kind of expenses are reimbursable. Here are a few of them:

The 4 Common Types of Sales Expenses

Food Expenses

For many employees, especially those in sales, meetings are inevitable. Often, these meetings extend well into lunch or dinner. Companies often have a budget for teams who need to eat while trying to hit an upcoming deadline.

When it comes to meeting clients during meals, companies also want to make sure that they are well-represented. Sales representatives have a budget to treat clients to meals when trying to nurture the relationship into a sale.

Transport Expenses

In particular, some roles require employees to rarely in the same place twice, especially those in sales. Salespeople need to be wherever their customers are, and that sometimes means being at a different city every day.

With this, companies shoulder transport expenses that can cover everything from car rentals, petrol, bus tickets, or even flights. Companies need to know that their employees will be where they’re supposed to be and have the budget to get there without issues.

Lodging Expenses

When there’s a transport expense, there’s also likely a lodging expense. Traveling team members mean that they may frequently have to stay in foreign places to participate in everything from trade marketing events to closing deals.

Lodging expenses include rental fees for apartments, staff housing, or even hotel rooms. A recurring cost for salespeople, lodging expenses are for those who travel to meet clients from different countries or those who cover a large territory and need to have rest stops in between meetings.

Gift & Entertainment Expenses

When trying to get close with clients, salespeople often have to spend resources to make sure they’re happy. To do so, companies dedicate a budget for occasional gifts and entertainment that are essential to nurturing the relationship.

Professional Data Entry for Expense Reporting

Salespeople have an almost endless task list that they must keep up. Many of their administrative tasks often get pushed away in favor of fulfilling their core functions. Unfortunately, this leads to things such as inaccurate filing, missed deadlines, and possibly even not getting back their reimbursement.

To help sales teams, companies should invest in automating their company’s expense reporting procedures. By hiring professional crm data entry service providers, your sales teams can be sure that their expenses are correctly filed and on-time with just a call. Your sales teams will never have to worry about their expense reports ever again.

6 Ways to Improve Internal Company Coordination

As companies get larger, their systems become more complex and bureaucratic. When processes take long, communication becomes more difficult. When communicating becomes stressful, employees tend to be more disengaged from their work.

With the rising number of companies shifting to work-from-home or remote work arrangements, you can expect that your company will need to make changes to improve employee communications regularly.

Companies will need to improve their collaborations and invest in making experiences more efficient for everyone. Here are a few ways to do it:

Share your Mission & Vision

Break down your vision into smaller goals that are relevant to each department. Make sure that employees regularly see your company goals, whether it be inside the office on through their company emails. Remind your employees of every level what they’re all working towards and that they’re doing it together.

Build Connections

Create programs that let employees interact with people from other ranks and departments. Design spaces, platforms, and opportunities that will give employees time to get to know each other, and spend time together.

Encourage Feedback & Dialogue

From the top management to the entry-level staff, employees need to know that their opinions are validated. Before making decisions that affect their work, employees appreciate their buy-in. Create spaces for employees of all rank to share feedback, suggestions, and concerns.

Publicize targets and successes

While each department will have its own metrics for success, everyone can agree that they’re after the same thing. By being transparent about your company’s successes, companies foster a sense of accountability and responsibility among its workers.

Establish efficient processes

With a million things that employees have to do, your company should make the experience of doing their jobs easier, not harder. By creating and investing in systems that are designed well, employees have more time to engage with each other.

Use remote working tools

To keep the next generation of workers happy, companies need to keep up with the latest best remote work practices. Remote workers do not just need the hardware and software; they also need help learning how to make the best out of their tools.


Supporting Employee Communications

However, as companies get larger, so do the number of employees that they have to manage the information. While this is no small task, help is always available. With CRM data entry service partners like Hey DAN, you can be sure that every employee is on the same page.

Hey DAN provides a wide range of services to aid internal communications that include data management, profile updating, and follow-ups. Through company CRM systems, companies can engage their employees wherever they are through effective internal communication practices.

Whether it’s checking up with your sales staff on the road to making sure that, Hey DAN makes sure that the information is up-to-date, relevant, and complete. You’ll never have to worry about not getting the right information, at the right place, and the right time to your employees ever again.