Hey DAN
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About
Hey DAN (formerly Dial-A-Note) is the first Voice to CRM solution that combines AI technology and human intelligence to provide accurate, detailed CRM entry. It allows salespeople to simply dictate, and Hey DAN deposits the information directly into their CRM, handling drop-down menus, checkboxes, and other unique fields. This solution ensures meeting note entry is fast, accurate, and complete, freeing up sales professionals to focus on selling. It's tailored to fit various sales processes and works with any CRM system, including proprietary or heavily customized Salesforce instances. Hey DAN aims to increase CRM adoption and optimize sales performance management by automating data entry.
Platform
Task
Features
• scalable to any volume of notes
• no special equipment required (phone only)
• robust security and confidentiality protocols
• fast turnaround time (notes in as little as one hour)
• combines ai technology and human intelligence
• works with any crm system (proprietary/customized)
• accurate & detailed crm entry
• voice to crm solution
FAQs
I use a proprietary CRM and/or I use Salesforce.com but have customized it so much it is nearly unrecognizable. Can we still use Hey DAN?
YES! Hey DAN is tailored to fit your sales process and data needs. We work with any CRM, even internally-built systems. Customized for each client to ensure a simple end-user experience.
Are there any CRM systems you do not work with?
No, Hey DAN is compatible with all CRM systems, including proprietary and heavily customized ones, adapting to your specific data needs and sales processes.
Is there any equipment or software needed to use Hey DAN?
All you need is a phone. No matter which model or brand you use, Hey DAN is only a quick call away, making it incredibly accessible for all sales professionals.
What data can Hey DAN capture?
Hey DAN can capture any information valued by your organization. Our experts and technology team adapt to your goals, ensuring a flexible approach to data capture.
What is the turnaround time?
Notes can be completed in as little as one hour, though most clients opt for all notes to be entered into their CRM system by 2 AM the following morning.
Can I receive a copy of my dictations via email?
Absolutely. We can provide copies of your dictations via email as part of our service to ensure you have a record of all captured information.
Is this like Siri or Cortana?
No! With Hey DAN, your notes are processed by a person who understands open-ended content and knows what to do with it. There are no prompts or menus, ensuring accurate human interpretation.
Where does Hey DAN stand on security and confidentiality? My organization has extremely strict security and confidentiality requirements.
We prioritize security. Hey DAN's Culture of Confidentiality includes legal measures, oaths, restricted access, technology, and independent audits, protecting your data better than you could yourself.
Is there a limit to the number of notes the system can process in a given day?
No — we will set the system up to be able to handle your expected number of notes, regardless of the volume, ensuring consistent service for your organization.
How much does it cost?
Fees depend on expected volume. Hey DAN is a customized solution. Call us at 888-788-8022 to discuss your data goals and receive a personalized quote.
How do I get started?
Give us a call at 888-788-8022, or contact us via our website. A specialist will reach out to you shortly to help you get started with Hey DAN.
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