Regardless of what industry you’re in – converting leads into customers is a common denominator that cannot be overlooked. If you’re feeling overwhelmed with tasks or are dropping prospects for lack of time, adding a sales virtual assistant may be able to help. When it comes to sales, there’s no one-size-fits-all approach, which makes choosing a virtual sales assistant a great option. Sales VAs are here to mold your business needs, assisting in sales support so you don’t drop another prospect again. Here’s how.
Hiring a Virtual Assistant: The Basics
Delegating tasks to a sales virtual assistant begins with proper planning and organization, which helps ensure the process goes smoothly. At Turn Key Ops, we make the process easy by helping you identify the best candidate for your unique needs. From here, you’ll want to consider putting a few practices into place to help get your virtual assistant for sales up to speed.
CRM Access
Your Customer Relationship Management (CRM) software is a key part of the sales process, which means your sales VA must have access to this. Creating an account for your VA or sharing with 2FA is one of the first steps you’ll need to take. Access to the CRM will allow them to have access to important customer information and time-saving automation processes.
Keep Your Virtual Sales Assistant Involved
Your virtual sales assistant is now an integral member of your sales team. With this in mind, you’ll want to keep them included in communications between the rest of the sales team. This helps ensure they stay up-to-date on everything happening in the department. Whether you use Asana, Slack, or other communication/project management software – you’ll want to get your sales VA access to these platforms.
Types of Sales Tasks to Delegate
On the fence about whether a sales virtual assistant is for you? Many sales managers and executives are unaware of just how many tasks in the sales pipeline that virtual assistants can help with. The possibilities of sales tasks to delegate are endless – but some common examples include:
Lead Prospecting
Finding new leads is essential to your success, but can also be quite time-consuming. Consider delegating cold outreach tasks to your sales virtual assistant. Whether it’s cold calling or email outreach, your VA can help take these cumbersome tasks off of your plate. Virtual assistants can also assist with social media lead prospecting, such as through LinkedIn.
Lead Follow-Up
Tired of losing leads? Let your sales VA take charge of reaching out to prospects who may have been lost in the sales pipeline. For example, this could include prospects who signed up for a demo or call but didn’t show up, got a quote, and then never reached out, or those who never processed payment.
Once your VA has access to your project management platform and CRM, they can begin contacting these lost leads directly and potentially resume the sales process. This can make an impactful difference in helping to boost your conversions.
Assisting with Meetings
A virtual sales assistant can also help you with sales meetings in a variety of helpful ways. Whether it’s setting reminders of upcoming meetings or preparing presentations, meeting preparation involves many moving parts. With the help of a sales VA, you can arrive at meetings more prepared while feeling less stressed. Some meeting-related tasks that you can delegate include:
- Gathering background information for meetings
- Preparing proposals or presentation materials
- Taking notes during meetings
- Answering follow-up questions or sending out post-meeting emails,
Final Touches
At Turn Key Ops, we believe that your sales virtual assistant is truly an “impact assistant”, making a profound difference in your sales process. Once you’ve reached a deal, your VA can also help assist with finalizing a deal. For example, they can process contracts and agreements, obtain signatures, and follow up on other clerical duties that are part of your sales process. Your VA can also assist clients with the registration and onboarding of new clients.
Don’t Drop Another Prospect with the Help of Turn Key Ops
Hiring a sales virtual assistant can allow you to delegate many sales tasks, from onboarding new clients to following up with lost leads. In turn, you can benefit from more time for advanced tasks and help boost your success. To learn more, schedule a free strategy call with Turn Key Ops.
We’re here to help map out the process of hiring a VA and answer any questions you may have. In just a 30-minute strategy call, we’ll discuss your business and how virtual assistants can help take your business to the next level. We look forward to hearing from you!
