Can a VA Manage my CRM? The short answer to this question is YES! You probably already know the benefits of having a CRM but it will often result in tasks such as data entry, data cleansing, report generation and following up on leads and these may all be things you simply don’t have time to do.
A VA can manage your CRM by taking the following tasks:
Communications: Your VA should be able to interact with customers and answer questions on your behalf. Having a CRM means that any communication is done in your branding, representing you not your VA’s business.
Data Entry & Cleansing: A VA can help with inputting the information and ensure it is entered accurately. They can also cleanse outdated or incorrect information. It’s like we always say “any CRM system is only as good as the data it has in it!”
Admin Tasks: Your VA should be able to handle routine admin tasks within your CRM system such as booking meetings, and sending out newsletters or updates. Having all your data in one place makes it easy for your VA to take on these tasks but you still have visibility and control. It also ensures you stay GDPR compliant when handling personal data.
Lead Management: Your VA can track and follow up any leads and update the CRM system so you can keep on top of your pipeline. They can keep interest warm and chase for anything outstanding that you might need to confirm a deal. This gives your potential customers great customer service from the start, keeping in touch with them and having a smooth sales process.
Report Generation: Depending on the system you use your VA should be able to generate reports on things like sales performance and customer engagement for example. Do you know where the majority of your leads come from? When did you last work with a particular client? Do you have a niche sector when it comes to your client base? This is all useful information your CRM holds that your VA can extract for you that can help with business growth and strategy.
It’s important you research which CRM system suits your business best. You need to fully understand what you want your system to do for your business and then you can go from there.
Here at Slice, we are firm fans of Capsule. We have done our research and the set up and integrations work for us! If you would like to look at it get in touch, and we can get you a free trial and help you navigate the set up if you feel you need that support.