Precise, Detailed CRM Entry. You Speak, We Type. Dial-A-Note™ is an automated transcription service. You call a toll-free number and speak your meeting notes. A transcript arrives automatically by email, also attached as a Word document.

Dial-A-Note™ allows you to:

• Record ideas while they are fresh in your mind

• Never forget an important lead or a customer request

• Sync your Dial-A-Notes into a CRM system for quick entry and consistent, detailed notes

Solutions • Sales and Meeting Notes
Never forget a client request. Capture the important details before they are forgotten!

• Increased CRM Compliance & Utilization
Take away all excuses for employees to not enter their notes! Let your sales team dictate their meeting notes and Dial-A-Note™ will enter them directly into your CRM system so your company will always have complete meetings and client details that are easy to understand and that are actionable items vs. short hand script.

• Simplicity for Road Warriors
DAN can be used anywhere you have access to a phone ... airports, taxis, train stations — wherever!

• Dictate an Email
Create client and co-worker emails while on the move. No need to wait to follow up with a client until you are home, get it done on the go!

• To Do Lists / Great Ideas
Create and add items to the to-do lists for yourself, assistants, projects, clients, etc. Don't let a great idea slip through the cracks!

• Expense Reports
Remember all of your expenses by recording a quick note after your purchase. Avoid spending hours at the end of the month attempting to remember each line item, just Dial-A-Note™ and be done!

• Track Billable Hours
Legal firms and departments can instantly track the number of hours spend working with a client!

• Record Notes On Location
Visit job site and easily record your comments and notes while you're there!

• Data Cleansing
During the note entry-phase of the Dial-A-Note™ process duplicate profiles or missing profiles may be found. Dial-A-Note™ can help maintain the integrity of your database by merging duplicate profiles, adding those missing and ensuring the contact details are up-to-date.

• Accurate Reporting
Do you find that the individuals on your sales team are entering notes differently and not following note entry protocol? By having one entity enter all data you are sure to have uniform entry and precise reporting metrics you can count on.

Further details on Dial-A-Note™ You may visit Dial-A-Note™ for further informations by clicking here.