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How A Virtual
Assistant Could Help
With Your CRM
1. Enter contact details
 From business cards you’ve collected at networking events
 From potential clients who’ve made ...
2. Update contact details
 When a client emails you about a change in their contact
details
 When you hear about a clien...
3. Clean-ups
 Make sure all data is entered in a consistent format
 Find entries missing information and complete them
...
4. Contact clients to check their details
 Run reports to see which clients are lacking contact details
 Research client...
5. Emails and documents
 Save emails to your CRM to store with the relevant contact
 Upload important documents, such as...
6. Create client portals
 Create portals for your clients to access your CRM
 Test client portals to ensure they see wha...
7. Set up new users
 Give new staff members access to the CRM
 Set up signature blocks for new staff
 Give staff access...
8. Add notes about conversations,
meetings etc.
 Add notes detailing salient points of conversations you’ve
had with clie...
9. Reporting
 Run regular reports to check for missing details
 Run reports required for business reasons (KPI, Financia...
10. Set up & maintain email signature
blocks and other branding
 Create signature blocks for emails sent via your CRM for...
www.sharynmunro.com.au
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How A Virtual Assistant Could Help With Your CRM

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10 ways a virtual assistant can help keep your CRM correct and up-to-date.

Veröffentlicht in: Business
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How A Virtual Assistant Could Help With Your CRM

  1. 1. How A Virtual Assistant Could Help With Your CRM
  2. 2. 1. Enter contact details  From business cards you’ve collected at networking events  From potential clients who’ve made enquiries with your firm  From contacts you’ve made doing business  From people you’ve identified as someone you want to develop a business relationship with
  3. 3. 2. Update contact details  When a client emails you about a change in their contact details  When you hear about a clients business moving their office location  When emails bounce back, calls are not connected or postal mail is returned to sender
  4. 4. 3. Clean-ups  Make sure all data is entered in a consistent format  Find entries missing information and complete them  Add, remove and customise display fields to suit business needs  Set tasks for you to contact clients you haven’t had any contact with for a period of time
  5. 5. 4. Contact clients to check their details  Run reports to see which clients are lacking contact details  Research clients to confirm contact details  Contact clients to confirm contact details  Set tasks for you to touch base with clients
  6. 6. 5. Emails and documents  Save emails to your CRM to store with the relevant contact  Upload important documents, such as client agreements to your CRM  Create and update email templates for regular emails to be sent from your CRM  Create and update document templates
  7. 7. 6. Create client portals  Create portals for your clients to access your CRM  Test client portals to ensure they see what they need  Troubleshoot any problems clients may have accessing the portals
  8. 8. 7. Set up new users  Give new staff members access to the CRM  Set up signature blocks for new staff  Give staff access to the relevant templates  Give staff access to relevant reports  Troubleshoot access problems with staff
  9. 9. 8. Add notes about conversations, meetings etc.  Add notes detailing salient points of conversations you’ve had with clients  Add records of client meeting so you know when you last met and what you discussed  Add follow-up tasks from client meetings
  10. 10. 9. Reporting  Run regular reports to check for missing details  Run reports required for business reasons (KPI, Financials etc)  Run reports to find clients that meet certain criteria (e.g. everybody who lives in the City/State/Country you’ll be visiting shortly)
  11. 11. 10. Set up & maintain email signature blocks and other branding  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 your logo and correct business details appear on all documents produced via CRM
  12. 12. www.sharynmunro.com.au

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