Prialto VAs remove tedious CRM management from your weekly schedule and give you time to focus on high-impact sales tasks so you win more deals.
Every salesperson needs accurate sales data. So, Prialto virtual assistants usually start by cleaning up your CRM. They go through each contact to check the information in the fields is up-to-date. They then remove or merge duplicate contacts or accounts.
Prialto personal assistants add reminders to your CRM based on your emails with specific leads. You’ll never forget to follow up with a promising lead again.
Prialto assistants research your contacts and provide notes so you can personalize your outreach and follow-ups.
Prialto’s VAs take notes during important sales calls and add relevant information to the contact’s record in the CRM. That way, details don’t get lost in the shuffle, and you’re prepared to handle each client’s specific needs.
When you see how many hours you free up each week by outsourcing your CRM management, you’ll wonder how you managed without a VA before.
Most salespeople spend 70% of their week on non-selling tasks –– that’s 28 hours in a 40-hour work week! You’re likely spending too much time manually entering customer data, researching prospects, and other admin tasks.
Just think how many more deals you could close and leads you could prospect with 28 extra hours each week!
If you don’t have an assistant or your in-house admin support is too busy working on other tasks, consider hiring a virtual assistant through a managed service.
Here’s how to delegate CRM management to a trained virtual assistant:
Give them a document that explains your CRM setup.
Provide them with CRM clean-up rules.
Show them how you add and edit contacts.
Have your assistant add or edit 50 contacts and check their accuracy.
A managed virtual assistant service like Prialto will give you an Engagement Manager who helps create your CRM management system and trains your assistant to use it. Plus, they’ll help you offload additional admin tasks like calendar management, inbox management, and data entry.
Your virtual assistant can add tasks or reminders to your CRM based on email communication between you and your clients.
Here’s how this would look in real life:
Keeping your CRM organized and up to date is an essential task.
When you have access to accurate data, your reach-out and follow-up messages will be much more relevant.
But, maintaining a clean and accurate CRM is just another to-do list item and a drain on your productivity.
Here’s how a VA can help you maintain a clean CRM:
To make the most of your data entry VA’s support, you need to set them up for success. This means sharing clear guidance around your CRM setup and management preferences.
If you choose to work with a managed virtual assistant through Prialto, an engagement manager will handle this VA training for you.
Start by setting clear CRM guidelines:
CRM clean-up is also a great place for a data entry virtual assistant to start. It gives the PA an overview of your contacts and how you use your CRM system. Once they get going, CRM cleaning can be an ongoing background project to use unused time.
Even with a clean CRM, managing the overwhelming amount of data you need to enter into your CRM is tedious. There’s so much going on in most CRMs. It’s overwhelming and distracting to look at. Plus, it isn’t easy to find the customer information you need quickly.
Time means money, and you have other priorities.
Most businesses use standard page layouts with limited customization. You’re probably not using all of those fields, such as birthday, home phone, or address. There are also a whole host of CRM page features to improve your experience.
Here’s how a CRM VA can improve your CRM page layout:
When you’re on multiple daily calls, it’s easy for key details to get lost in the mix. Especially when you’re reliant on yourself to take notes, talk with your client, and upload notes to your CRM.
To take a few more tasks off your to-do list, let a trained VA handle note-taking from your calls. Here’s how to delegate note-taking to your virtual assistant:
Monthly, quarterly, and yearly reports stack up. Before you know it, you’re spending more time reporting than selling.
Even if you have a complete reporting system and templates, updating all the figures can be a real-time suck.
Here’s how to let your VA update reports for you:
When your VA has updated their first report, go through and check that it matches the data in your CRM.
If you work with a Prialto-managed virtual assistant, an Engagement Manager will help you with this training.
Check out our range of other popular use cases. Or work with us to create a custom process of your own.
Book a free consultation with us today to see if we’re a good fit. We’ll only recommend our services if your needs align with our capabilities.
We’ll pair you with a highly-skilled, detailed orientated assistant, backup assistants and engagement manager who are ready to learn your tasks and take the pressure off.
Tell us which tasks you need to offload and share your process for each one and we’ll train our team to confidently take over.