More Than
Voice-to-CRM

Hey DAN handles the tasks that slow you down—so you can focus on what moves your business forward. While many clients begin with our voice-to-CRM solution, most expand to adopt our expense processing workflow, sales rep performance, benchmarking, virtual administrative assistance, back office support, and more.
CLICK TO SHOW SERVICE DESCRIPTION

Virtual Admin 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
OUR CORE SOLUTIONS

CRM Entry

Hey DAN gets your sales team to finally enter detailed meeting data into your CRM. Additional benefits include:

Removes all excuses for avoiding CRM entry
Increases selling productivity (saves rep 4-6 hours/week)
Improves accuracy of CRM metrics
Finally achieve institutional memory (company owns the relationship)
Increase internal communication and coordination
More meaningful client interactions (focus on the right opportunity)

Data Clean Up and Organization

Hey DAN is your partner for organizing, cleaning, researching and modifying existing data sets! Using a combination of automated solutions and a data driven workforce, Hey DAN can:

Organize unstructed data
Identify and research information gaps
Create target lists or enter previously developed lists into the database
Create customized workflows based on client needs

Since each client has their own data initiatives, each approach is unique. Reach out to talk with a data specialist today to see how Hey DAN can work data magic within your organization.

Consulting Service

Hey DAN consulting services has experienced management consultants who can provide guidance on a variety of sales force related projects, including:

Marketing Mix
Customer Segmentation
Territory Alignment

Business Processing Outsourcing

Business Process Outsourcing Hey DAN has an experienced launch team that can help you to build and onboard teams of highly qualified specialists who will provide dedicated support for you and your team. We provide solutions across a number of business functions, including:

Administrative Assistance
Scheduling
Technical Support

ACHIEVE YOUR SALES AND DATA GOALS

"Our ability to measure and analyze the sales team's activity and effectiveness has never been better."

- TOP ASSSET MANAGEMENT FIRM ($6 TRILLION AUM)