Salesforce Virtual Assistants to Boost CRM Efficiency
A Salesforce virtual assistant from Outsource Access can help you, your team, and even your whole business nurture more leads and close more deals. With an expert in this CRM tool by your side, you’ll stay ahead of your rivals.
A virtual Salesforce assistant through Outsource Access already knows the platform’s Classic and Lightning models, so you won’t need to worry about training them. They can also use the Agentforce AI tool and find automated actions or templates that fit your workflow.
Salesforce-Trained VAs to Support Your Sales Cycle
Any type of company, such as a startup, small or medium business, or thriving enterprise, can earn more with Salesforce. A Salesforce expert can even follow up with potential leads or analyze contextual data. The platform is always adding new features, but our VAs are adaptable enough to keep up.
Salesforce has many products and solutions, all of which can help your firm. Your VA, for example, can use Commerce Cloud to build a responsive online store. Any Outsource Access VA will aim to fit your usual sales processes, but they can also use Salesforce’s automation tools to declutter your business.
Admin Support That Scales With Your Team
Our Salesforce support VAs help any sector that deals with customers, and are a perfect fit for your sales, IT, and marketing teams. They’ll help lessen the burden on your team, allowing them (and you) to focus on other vital tasks. For example, if you’re running a complex lead funnel, a Salesforce virtual assistant helps simplify it.
Here are just seven tasks our VA’s can provide Salesforce help and streamline operations using this software and its many features:
- Building low-code agents to draft compelling emails
- Tracking local engagement to boost nearby reach
- Generating accurate forecasts using long-term data
- Setting up secure payments on your e-commerce store
- Updating sales pipelines to reflect customer habits
- Segmenting audiences into different demographics
- Routing cases to the right customer service agent
Our VAs are equipped to use virtually any Salesforce solution to help accomplish your business goals. This means less work for the rest of your team — and better results across the board.
Data-Safe, Process-Driven, and Fully Supported
Outsource Access works hard to pair you with a virtual assistant who will help you and your company reach new heights. To make sure you get a great VA, we carry out full background checks and verify our team’s Salesforce skills.
Your virtual assistant will also know how to protect your company’s sensitive data by setting up 2FA and backing everything up safely. You can trust them with your information—they’ll only use it to make your business better.
We’ll even try to find you a VA with specific experience in your industry and niche. No matter what type of assistant you get, however, they’ll be a Salesforce expert able to attract and convert more leads while automating key processes.
If your firm is experiencing a particularly busy period, our management team can even help you hire a second VA.
Get Started With a Salesforce Virtual Assistant Today
A full-time Salesforce virtual assistant needs next to no onboarding and can get to work on your leads immediately. After a consultation with Outsource Access, you’ll be one step closer to getting an expert admin assistant.
