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 dictations.
— Top Producer at a large financial organization
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.
— Leading sell-side research firm
“It saves a massive amount of time! Typing up notes is a thing of the past”
— User from Co awarded Best Places to Work in Asset Management
“Our ability to measure and analyze the sales team’s activity and effectiveness has never been better.”
— Top Asset Management Firm ($5 trillion AUM)
“We have benefited from countless data stewardship projects at a fraction of the cost of doing internally.”
“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”
"This is going to save me so much time.”
“Thanks again for all the awesome work you do every day, it makes a big difference to keep this data up-to-date”
"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!”
“Great follow up! Thanks and I look forward to working with you more in the future!”
“Really enjoying working with you guys! You have been very prompt & helpful – awesome service”
“You guys-gals, are the best!”
“Previously the organization was only capturing 500 activities a week from a sales team of 100 road warriors. After heyDAN we were capturing over 1,500 notes a week and had eliminated any excuse for entry. The results were amazing!”
“Thank you so much! You caught my screw up lol”
“You are all so awesome to handle our crazy requests.”
“Thanks for all of the input, the details, the follow-up. It is a true pleasure.”
“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.”
“You guys are the best!”
“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.”
“This service is efficient, effective, and necessary to the demands of my busy schedule.”
Hey DAN (formerly Dial-A-Note) is the first Voice to CRM solution that combines AI technology and human intelligence resulting in a fast and accurate CRM entry giving sales professionals more selling time.
P.O. Box 5182
Greenwich, CT 06831
Telephone:
888-788-8022
+1-203-413-5662
Email: info@heydan.ai
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