CRM virtual assistant

CRM contact management services to keep your customer records in check

crm virtual assistant

CRM virtual assistant

CRM contact management services to keep your customer records in check

CRM virtual assistant

CRM contact management services to keep your customer records in check

Your contact list is one of your business’s most valuable assets which can be used again and again to enhance sales and marketing activities. Whether you’re working on lead generation, a mail campaign or sales pipeline management, an accurate database of your contacts is key.

crm data management Looking for a CRM virtual assistant? Let us get your crm data management working effectively for you. One of the best ways to manage customer information is to use a contact or CRM system. If however you don’t have time to manage such a system, maybe a CRM virtual assistant could help with your CRM data entry, leaving you free to focus on following up and making that sale.

The better equipped you are to manage your customer information the better your ability to manage your relationships with them. CRM can help manage your data and whatever your chosen platform, with our CRM support experience, we can share access and update your database as appropriate. We can maintain your contacts, enter new leads, make notes and set tasks on your customers and prospects. Alternatively let us manage your CRM sales pipeline from end to end, enter data from surveys, maintain service records or manage your ecommerce customer data.

If we provide you with other VA services we can dovetail them neatly into your CRM data management as well. For instance if we look after your emails we can store important correspondence in your customer records or if we answer your phone we can update your CRM directly with calls from prospects. If you don’t have an effective CRM system right now we could even support you in finding the best CRM solution provider for your business.

One of the best ways to manage customer information is to use a contact or CRM system. If however you don’t have time to manage such a system, maybe a CRM virtual assistant could help with your CRM data entry, leaving you free to focus on following up and making that sale.

The better equipped you are to manage your customer information the better your ability to manage your relationships with them. CRM can help manage your data and whatever your chosen platform, with our CRM support experience, we can share access and update your database as appropriate. We can maintain your contacts, enter new leads, make notes and set tasks on your customers and prospects. Alternatively let us manage your CRM sales pipeline from end to end, enter data from surveys, maintain service records or manage your ecommerce customer data.

If we provide you with other VA services we can dovetail them neatly into your CRM data management as well. For instance if we look after your emails we can store important correspondence in your customer records or if we answer your phone we can update your CRM directly with calls from prospects. If you don’t have an effective CRM system right now we could even support you in finding the best CRM solution provider for your business.

crm data management

Are you using CRM as effectively as you could be? If you are looking for a CRM data entry service to improve your effectiveness, call us for a free consultation to find out how a CRM virtual assistant could work for you.

Are you missing out on the benefits of CRM?

Whatever size business you run, it’s important to look after your customers. Businesses who manage this well increase customer loyalty, boost return business and referrals and can more successfully upsell and cross-sell. All of these key business activities rely on up-to-date customer information, which is where your Customer Relationship Management (CRM) system is vital.

Do I need specialist software?

As businesses grow, it’s often a good idea to invest in a dedicated CRM system. It helps you to make sure that you have the latest customer information to hand, and it can link with other systems to build more streamlined processes. But if you’re a small business and you’re just starting out, you can build your CRM on a spreadsheet or on basic free-to-use packages that will allow you to keep track of things while you build the business.

Of course, this all depends on what sort of business you have. For example, if you run an ecommerce business – you’ll pick up customers quickly and you’ll need a good CRM system to be able manage customer data effectively and store it in line with GDPR requirements.

How do I get help managing my CRM?

Even the best software needs to be updated and checked so a CRM virtual assistant is perfect for the job. It’s important to log interactions with customers so you have a clear record of your relationship with each one. This makes it easy to access their records when you talk to them, or have the latest details available when contacting them to advertise a promotion or reward them for their loyalty.

Entering this data can be time-consuming and, of course, you want to be able to get on with the bits of your business that create the most value. No-one wants to spend their weekends doing hours of data entry if they don’t have to.

This is when outsourcing your CRM management becomes a benefit – for an affordable, flexible rate, you get professional help from a seasoned administrator who has the skills and knowledge to manage your CRM efficiently and effectively. They can give you all the help and advice you need, and you can be confident that the job’s being done.

Is this something we could help you with? Why not give us a call today to find out more?

Slide 1
What our customers say..
Oneresource’s professional support gave me the time I needed to focus on the key areas of the business. I was pleasantly surprised with the way they quickly understood my business, my needs and how I liked to work. I would certainly recommend using Oneresource.
Dan Hartveld, Director
Image is not available
Image is not available
Slide2
What our customers say..
Whether it was general administration, time management, presentation preparation, VIP management to hosting, travel and accommodation schedules, meeting rosters or reporting Sara was an invaluable PA in a consistently challenging and fast moving environment.



Marketing director, Honda Racing F1 Team
Image is not available
Image is not available
Slide2
What our customers say..
Oneresource took on a job for us at short notice which we couldn't have easily done without their help. We were really happy with the way the tasks were completed and better still I liked how it all happened with minimal involvement from us.



Irvin Hunt, Director
Image is not available
Image is not available

vacancies icon

No recruitment
costs

blue tick icon

management of staff and motivation icon

Management of staff and motivation

blue tick icon

salary icon

Payroll, NI and Pension
Included

blue tick icon

tax and employment law icon

Tax and employment law
Included

blue tick icon

software, hardware and systems icon

Software & hardware systems included

blue tick icon

Group icon

Single assistant or whole team available

blue tick icon

pay for resource you need

Only pay for resource needed

blue tick icon

office space telephones and utilities icon

Office, phone & utilities Included

blue tick icon

Share This