Data Clean Up
We handle a multi hundred-thousand datapoint clean-up projects or assist with a list of just 50 profiles. Whether you need your CRM cleaned up in 4 weeks or on an ongoing basis.
Expense Reporting
Whether you use Concur for expense management, something custom-built into your CRM or even MS Excel files, Hey DAN can manage your team's expenses faster and a fraction or the cost.
Data Mining
Hey DAN can leverage third-party websites and public websites to build lists and to cross-check CRM data accuracy. Hey DAN ensuring your data strategy is always moving forward.
Data Management
Whether you have an attendee list that you want captured in the CRM as soon as the event is kicked off, or inbound website leads that need to be actively vetted and managed before they are sent into the sales pipeline.
Meeting Notes
With a quick click of a button and 30 seconds later your client meeting details are safely and securely managed on behalf of your high value team. No more nagging your team to enter the data, Hey DAN does it for you!
Profile Updates
With Hey DAN, profile updates happen in real time. Simply snap a picture of a business card, forward an updated email signature or simply speak, and Hey DAN will verify the contact’s details and then modify the appropriate contact in your CRM.
Opportunities / Pipeline
In an ideal world, opportunities would be logged and updated in real time. Knowing what sales might be moving forward, or backwards, affects the company’s top and bottom line.
Expertise
Hey DAN has become an expert in gathering, managing and efficiently entering client information into client databases all while giving the user a seamless experience.
Follow-Ups
Hey DAN will memorialize each follow up task in your CRM and can even send you calendar reminders and coordinate with your internal assistant! This way your tasks are completed when you and your client need them done!
Literature Requests
Hey DAN can send out literature on behalf of the user or can initiate the request with a third-party vendor. Imagine, all it takes is one simple call and a sales person’s meeting details/action items and literature requests can be taken care of in one step.
Customizability
Tailored to fit your sales process and data needs, Hey DAN’s fully-customized offering, ensures the user experience is seamless and intuitive, ensuring your organization gets the results it needs.
