Most sales people like selling, but hate sales office admin tasks: sales forecasts, reports, opportunity tracking, etc. These days sales people are expected to be self sufficient to a large degree, but there can be an advantage to having some admin behind you, to make sure the CRM database is maintained and everything happens as planned.
These are
Sales Office Admin Tasks that a Virtual Assistant could do quite easily, either by maintaining spreadsheets or by accessing your CRM system and maintaining opportunities on your behalf, for example:
- Activity Logging & Task Setting
- Activity/Action Reminders
- CRM Record Updates
- Sales Reports
These days you will often see medical consultants dictating case notes and actions into a pocket memo. This recording is sent to their secretary that evening to prepare patient reports, send letters and make appointments. This is an efficient way of working that allows the consultant to see the maximum patients in a day. Many of these pratices translate well to a sales environment.
Whether you use digital dictation or issue verbal instructions, the result of having complete information at your fingertips and being on the ball will inevitably mean more sales.
For more ways to help you save time, money and hassle Search This Blog or visit
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