How A Virtual Assistant Can Help With Your CRM

There are a number of ways a Virtual Assistant can help with your CRM. From helping to keep all the data in it correct, standardised and up-to-date to dealing with more back-end issues your Virtual Assistant can handle the fiddly stuff leaving you to handle the business.

How A Virtual Assistant Can Help With Your CRM - Sharyn Munro Virtual Assistance

Here are 10 ways a Virtual Assistant can help with your CRM

Enter contact details from:

  • Business cards that you’ve collected at networking events or other meetings
  • Potential clients who have made enquiries with your business
  • Contacts you’ve made doing business
  • People you’ve identified as someone you’d like to develop a business relationship with

Update contact details

  • After a client emails you about changes to their contact details
  • When you hear about a clients business moving their office location
  • If emails bounce back, calls are not connected or posted mail is returned to sender

Clean-ups as needed

  • Make sure all data is entered in a consistent format
  • Identify any records with missing information and find the missing information and update the record
  • Add, remove and customise display fields to best suit your business
  • Set tasks for you to contact clients that you haven’t had any contact with for a longer period of time

Contact clients to check details are correct

  • Run reports to see which clients are missing details
  • Research clients to confirm contact details
  • Contact clients to confirm their contact details
  • Set tasks for you to touch base with clients

Look after emails & documents

  • Save emails to the relevant contact 
  • Upload important documents such as client agreements to your CRM
  • Create and update email templates for regular emails sent via your CRM
  • Make and update document templates

Create client portals

  • Make portals so your clients can access their information in your CRM
  • Test client portals to ensure that access is given to only what your clients need to see
  • Troubleshoot any problems your clients have with accessing their portals

Set up new users

  • Give new staff members access to your CRM
  • Set up signature blocks for new staff
  • Give staff access to the templates they need 
  • Give staff access to the reporting functions they need
  • Troubleshoot any access issues your staff have

Add notes about conversations, meetings etc.

  • Detailing the salient points of conversations you’ve had with clients
  • Records of clients meetings so you know when you last met and what was discussed
  • Follow-up tasks from client meetings

Run reports

  • Regular reports to check for missing details
  • Reports required for business reasons (KPI, Financials etc)
  • Find clients that meet certain criteria (i.e. all clients who live in the area you’ll be visiting shortly, or all VIP clients)

Set up & maintain email signature blocks and other branding elements

  • Create signature blocks for emails sent via your CRM for all staff
  • Amend signature blocks as needed
  • Set up branding for your CRM and client portals
  • Make sure that your logo and correct business details appear on all documents produced via your CRM

If you’d like some more ideas, check out my previous How a Virtual Assistant Can Help posts

Click here to book a complimentary 30 minute catch up to discuss how I could help with your CRM.