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

CLIENT DOSSIER
We research your clients and prospects, so your sales team can focus on what they do best - SELL

HANDWRITTEN CARDS
Hey DAN will send out the personalized thank yous for large transactions and meetings, and birthday cards you want to send, but never had the time

SCHEDULING TOOL
Eliminate back and forth emails, book more meetings and build better client relationships

TERRITORY SITES
A customized digital tool that makes it easier for clients to engage with you, on demand

EXPENSE ENTRY
Compliance approved expenses processing, done the right way every time

DATA ADMINISTRATION
Organizing, cleaning and consolidating data sets at a fraction of the cost

BACK OFFICE SUPPORT
Allow Hey DAN to take on labor intensive tasks, like level 1 tech support, so you can reallocate high value resources to build your business








