CRM DATA ENTRY ASSISTANT
Archers Contact Solutions CRM Data Entry Virtual Assistant
Fully Managed CRM Data Entry Virtual Assistant
Manage your pipeline, automate data entry, and focus on the right things with a dedicated assistant.
Clear data, right when you need it
Streamline your sales pipeline, consolidate your customer data, and truly understand the people you serve. Your assistant can work on essential tasks like updating your CRM platform, data input and cleaning, and generating CRM reports.
This fully-managed service includes:
- A dedicated assistant
- A customer success manager
- A complimentary task management app
- No contract–cancel anytime
- Low, fixed monthly payment
What Our CRM Data Entry VAs Can Do
Your assistant will be able to tackle tasks from some of these areas. Need specialized tasks? Check out all of our services here.
- Data Scraping: Find information on websites about listings, clients, or anything else needed for lead generation.
- Data Input: Set up, manage, and enter data in your customer relationship management databases or spreadsheets.
- Data Cleanup: Remove duplicate records or erroneous information in generated data.
- Lead Screening: Pre-qualify your leads using criteria you provide and take several steps off the validation process.
- Updating Records: Ensure that your database reflects clients’ details, e.g., mailing address, contact numbers, etc.
- Lead Enrichment: Look up essential staff or decision-makers in a company and evaluate whether they can become leads.
- Report Creation: Use databases to provide you or your team with summaries and reports containing critical metrics or client information.
- Audio Transcription: Convert recordings of interviews, meetings, and webinars into text documents for your team’s reference.
- Data Upkeep: Update schedules, reports, and other official company documents.
Getting Started is Easy
- Add Requirements & Sign Up Today: Submit some basic details about your ideal assistant and sign up.
- Connect with Your CSM & Onboarding Team: Your Customer Success Manager and onboarding team will connect with you to confirm the start date and clarify details.
- Meet Your Archers Contact Solutions Executive Assistant Next Week: We match you with the perfect assistant ready to learn and accomplish from Day 1.
Video Messaging
Share instructions on how to navigate your CRM, data cleaning processes, and more through screen recording and video messaging apps.
Dedicated Chat System
Stay in contact with your CRM data entry assistant with the latest messaging apps. Use them to save messages, send notes, and share files.
Media Library
Keep your CRM visualizations all in one place! Use any featured app to upload videos and images for your data entry assistant’s use.
Share Credentials
Give your assistant access to your CRM tools and other software they need to do their job using the Credential sharing options.