CRM Virtual Assistant
A CRM virtual assistant can give you more time to focus on your business in the most cost-effective way without employment complications.
Your contact list is one of your most valuable assets which can be used again and again to for sales and marketing activities. But they can be time consuming to manage. Whether you’re working on lead generation, a mail campaign or sales pipeline management, an accurate and current database of your contacts is key. So why not get some help with CRM data entry.
We can:
Manage your CRM sales pipeline from end to end whatever your chosen platform
Manage your customer information which helps you manage your relationships
Enter data from surveys, maintain service records or manage your eCommerce customer data
Make notes, set tasks or enter new leads on your customers or prospects
Add important customer correspondence – if we also look after your emails
Update customer records with calls from prospects – if we also answer your phone
Support you in researching the best CRM solution provider for your business if you don’t have one
Free Oneresource Virtual Assistants Consultation
Talk with our team today. We guarantee Oneresource will exceed your expectations.
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 and accurate CRM data entry 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 CRM data entry?
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.
CRM data input 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.
Is this something we could help you with?
This is when CRM data entry services can be a benefit – for an affordable, flexible rate, you get professional help from a seasoned CRM virtual assistant who has the skills and knowledge to manage your CRM efficiently and effectively.
Why not give us a call today to find out more?
Looking for help with CRM data entry?
FAQs
Need answers to your most burning questions? You’ll find them covered in plenty of detail below.