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.
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.