Dedicated CRM Management Virtual Assistants
With the right CRM in place, it serves as the foundation for streamlined sales and service. But with contacts to manage, pipelines to follow, and reports to run, juggling all that with your other tasks can soon dominate your day.
With Phoenix Pixels, you receive CRM-dedicated virtual assistants who do everything from collecting customer data to monitoring leads and keeping your system error-free. As part of our ecommerce virtual assistant services, they also assist businesses that need a virtual assistant for ecommerce store or store management virtual assistant support. And work on popular platforms such as Salesforce, HubSpot, Zoho, and Pipedrive.
How Phoenix Pixels Optimizes Your CRM Workflow
Organized Data
Contact history, notes, and tags are organized for immediate access and simple segmentation.
Timely Updates
Updated new leads, deal stages, and activities in real-time.
Platform-Specific Skills
Experienced in Salesforce, HubSpot, Zoho, and others for customized assistance.
Process Adaptability
Adapts to evolving workflows, campaigns, and reporting requirements.
How We Optimize Your BigCommerce Store for Results
Our optimizations reduce friction in the buyer journey, helping more customers complete their purchases.
How We Ensure CRM Accuracy
Daily Data Monitoring
Your CRM records, activity history, and pipelines are monitored daily to prevent anything from being missing or outdated.
Rapid Lead Entry
Incoming leads are logged and assigned promptly, lessening response time for your sales team.
Maintaining Consistent Data Standards
Data is formatted and labeled to your internal standards of consistency across all records.
On-Time Follow-Up Scheduling
Reminders and tasks are generated on time, so no prospect or customer is overlooked.
How We Bring Value to Your Video Content
What We Provide in CRM Management
CRM Tool Competency
Our virtual assistants are also highly experienced in managing multiple CRM platforms. They take care of everything from bringing in large data sets to installing workflow automations and connecting your CRM to marketing or sales tools. This makes processes smooth, time-efficient, and optimized for your business outcomes.
Error-Free Records
We ensure the accuracy and integrity of your CRM by identifying and resolving duplicate entries, incomplete information, or misassignments before they cause confusion or lead to lost business.
Support for Your Team
By handling task allocations, pipeline updates, and inserting exhaustive contact notes, we ensure your team has access to the latest and most accurate information at all times, enhancing collaboration, decision-making, and client relationships.
Keep Your CRM Running Smoothly with Phoenix Pixels
How We Work With You
- Kickoff & Setup: We begin with a focused onboarding session to understand your systems, priorities, and objectives. Based on this, we assign a VA with the right skills for your business.
- Task Planning: Together, we define your task list, set communication preferences, and document any process guidelines or SOPs to ensure clarity from the start.
- Ongoing Execution: Your VA completes tasks using your existing tools — whether it’s Shopify, Trello, HubSpot, or Google Workspace — and updates you regularly.
- Status Tracking: We send you consistent progress updates, reports, and key performance insights so you always know where things stand.
- Flexible Scaling: As your needs evolve, we can increase hours, add new assistants, or expand into other service areas without disrupting your current flow.
