Kate Z. Email & Phone Number

Newton, New Hampshire, United States

Hey DAN delivers meeting note quality 4x better than your sale reps and in a fraction of the time. Looking to save your sales reps 4-6 hours week week on administrative tasks such as meeting note entry, follow ups, thank you notes, expense entry and more while increasing the data captured by 1,000% (not a typo)? Hey DAN is the solution you didn't know you need.

Greenwich, Ct

Grew revenue by 550% between 2010 and 2015 with a 47% average rate of growth each year. Became the premiere voice to CRM solution for the top asset managers in the U.S. Expanded the service offerings into data management and back office support. Worked with our technology team to rebuild our proprietary workflow tool. Led the effort to open a new office on another island in the Philippines to accommodate growing demand for the service. Responsible for 200+ employees across multiple office locations. Ensured high quality of service was never compromised during growth. Customer service excellence was always a top priority at all levels in the organization.

Greenwich, Ct

Set up and managed Philippines based operations. Created a scalable office structure to ensure high level of service continues as demand grows. Served as feature and design architect to develop Dial-A-Note's first proprietary work flow tool. What is Dial-A-Note? The first voice to CRM technology that combines technology and human intelligence to deliver the most accurate solution in the market. Simply dial, speak and notes are placed directly into your CRM. Sales managers have seen a dramatic increase in CRM adoption, reporting and compliance while their outside sales reps have spent less time entering meeting notes and more time selling. Management and marketing now see sales information entered accurately and quickly. Clients also have the secondary benefit of data cleansing as we help identify duplicate profiles or misaligned data. Net, net, it’s been a win for everyone.

Greenwich, Ct

Simultaneously managed a second line of business called TranscriptionWing. TranscriptionWing is also a service of Civicom. In 2007 it became clear that in order to compete in a commoditized market, a freestanding website and brand was required. Transitioned from "Civicom Transcription Department" to our new brand, TranscriptionWing. This was imperative to begin our SEO and Ad Words journey. Converted the outbound sales strategy into an online marketing model. Modified the propriety workflow tool made for Dial-A-Note to accommodate TranscriptionWing's workflow to save on technical costs and ongoing maintenance. Set up an on-demand resource model in the Philippines to process transcription files by hiring a flexible staff. Created a marketing campaign solely for recruiting purposes to ensure we always had ample supply of high quality resources. This online recruiting campaign still delivers 100+ applicants each month. Competing in a commodity business was a challenge, but certainly one that can be won. In 2018, the TranscriptionWing brand was put under the direction of a new Business Director due to the growing needs (and revenue!) of Dial A Note.

Greenwich, Ct

Hired by a small business / startup specifically to bring new products to market. Originally tasked with proving out three new business ideas. Two of these concepts were proven to be viable and developed into their own business units. The first business is a high quality, lower cost transcription service delivering files in as fast as 4-hours, called TranscriptionWing. The second business is a voice to CRM solution, originally focused on the financial industry, called Dial-A-Note. Civicom serves many of the world’s top 100 and Fortune 500 corporations. I also brewed the coffee each morning in the office. My motto: do whatever it takes to get the job done.