Hey DAN
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About
Hey DAN is the first Voice to CRM solution that integrates AI technology and human intelligence to facilitate rapid and precise CRM entries. It is designed to enhance CRM adoption through improved data quality and increased selling time for sales professionals. By allowing users to dictate notes directly, this tool captures valuable information without the need for extensive manual data entry. Customers range from firms with significant market capitalization, demonstrating its effectiveness in supporting sales teams. Hey DAN emphasizes ease of use, requiring only a phone call to operate, making it adaptable to various CRM systems. It includes capabilities for data cleanup, meeting notes, expense reporting, and more, tailored to meet the specific needs of each organization with a focus on security and compliance. Ultimately, Hey DAN allows sales representatives to focus on closing deals rather than managing administrational tasks.
Platform
Task
Features
• meeting notes
• data mining
• customizability
• data cleanup
• expense reporting
• profile updates
• opportunities
• follow up
• literature requests
• expertise
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 systems, even internally-built systems. Hey DAN is customized for each of our clients to ensure a simple end-user experience.
Are there any CRM systems you do not work with?
No.
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.
What data can Hey DAN capture?
Hey DAN can capture any type of information that is valued by your organization. We maintain a flexible approach by having our experts and technology team work with you to fully adapt to your organization’s goals.
What is the turnaround time?
Notes can be completed in as little as one hour, but most clients opt to have all notes entered into their CRM system by 2 AM the following morning.
Can I receive a copy of my dictations via email?
Absolutely.
Is this like Siri or Cortana?
No! With Hey DAN, your notes are received by a person who understands open-ended content and knows what to do with it. There are no prompts or menus.
Where does Hey DAN stand on security and confidentiality? My organization has extremely strict security and confidentiality requirements.
We understand and acknowledge how important security is when it comes to client data. Hey DAN has a large client base in the marketing research and financial services industries. Hey DAN must be 100% compliant with all of the respective industry standards. Hey DAN’s Culture of Confidentiality includes legal measures, confidentiality oaths, restricted access, technology measures and an independent audit, when combined, protects your data better than you could yourself. Few companies go to the lengths Hey DAN does to ensure all information is secure and that is just one part of the Hey DAN difference.
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 no matter the volume.
How much does it cost?
Fees depend on expected volume. Hey DAN is a customized solution based on the needs of the organizations we serve, please call us at 888-788-8022 so we can learn more about your data goals and give you a customized quote!
How do I get started?
Give us a call at 888-788-8022, or click to contact us and a specialist will reach out to you shortly!
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