How A Virtual Assistant Could Help

With Your CRM

1. Enter contact details

From business cards you’ve collected at networking eventsFrom potential clients who’ve made enquiries with your

firmFrom contacts you’ve made doing businessFrom people you’ve identified as someone you want to

develop a business relationship with

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

3. Clean-ups

Make sure all data is entered in a consistent formatFind entries missing information and complete themAdd, remove and customise display fields to suit business

needsSet tasks for you to contact clients you haven’t had any

contact with for a period of time

4. Contact clients to check their details

Run reports to see which clients are lacking contact detailsResearch clients to confirm contact detailsContact clients to confirm contact detailsSet tasks for you to touch base with clients

5. Emails and documents

Save emails to your CRM to store with the relevant contactUpload important documents, such as client agreements to

your CRMCreate and update email templates for regular emails to be

sent from your CRMCreate and update document templates

6. Create client portals

Create portals for your clients to access your CRMTest client portals to ensure they see what they needTroubleshoot any problems clients may have accessing the

portals

7. Set up new users

Give new staff members access to the CRMSet up signature blocks for new staffGive staff access to the relevant templatesGive staff access to relevant reportsTroubleshoot access problems with staff

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

9. Reporting

Run regular reports to check for missing detailsRun 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)

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 neededSet up branding for your CRM and client portalsMake sure your logo and correct business details appear on

all documents produced via CRM

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