Real Estate CRM Data Entry Virtual Assistants
Real Estate CRM Assistants – Outsourced CRM Data Entry Solution
There are two main goals for CRM Data Entry Assistants.
First is simply to keep your CRM up to date, to make sure that all your new leads are entered into your CRM, tagged correctly with tasks assigned to the appropriate agent or team member.
The second goal is to help you dig deeper into your CRM so that you use more of its overall features. We’ve heard from a variety of CRM company founders and CEOs that the average real estate CRM client is using only 15% of their software’s capabilities.
In other words, we’ll help you dig into that other 85% of the feature list of your CRM to make sure you’re getting the greatest bang for your buck.
How It Works:
The way that a CRM Data Entry Virtual Assistant works is really similar to how any other Overseas Administrative Virtual Assistant tasks would work.
Everything we do is always going to be processed-based, not people-based, which means your CRM Virtual Assistant will be following a detailed step-by-step Standard Operating Procedure for every single workflow that they’re responsible for inside your CRM.
What that means is they’ll have a document explaining every little step of the process for every important responsibility your Virtual Assistant is maintaining in the CRM, a Standard Operating Procedure for new lead entry, a Standard Operating Procedure for checking up on past leads and making sure your agents are held accountable.
So all of these types of Standard Operating Procedures or SOPs are what will guide your Virtual Assistant to essentially work hourly inside your CRM.
Similar to the goals, there are two main pros of using a CRM Virtual Assistant.
First of all, is that we’ll make sure your CRM is actually kept up to date. The bigger your team gets, the harder it is to hold everyone accountable and make sure that they’re keeping all of their data, all of their notes, & all of their tasks actually recorded inside the CRM.
Not only that, it’s likely that there are components of your CRM that are not even being used. We will help you track your leads to the fullest extent of whichever CRM you’re using is capable, even possibly all the way through from the first conversation to the closing of the deal, to return on investment and client lifetime value, to managing your Sphere Of Influence with automated follow-up sequences on an ongoing basis.
By far, the biggest challenge with getting your CRM Data Entry Virtual Assistant working is building out those Standard Operating Procedures.
Even working with REVAS as a done-for-you solution for creating those processes, you’ll still have to think through many details in workflows for your CRM in a very detailed fashion, working alongside our Quality Manager, who will actually be the one drafting your Standard Operating Procedure. So it might require a little bit more research and digging into your CRM – with the help of our Quality Manager on the call, on the screen share with you – than maybe you’ve ever even done before.
The good news is that even if you have a very complicated brokerage with multiple teams working in multiple different niches or with different focuses in the real estate business, at most, you’ll probably only need 3 – 5 Standard Operating Procedures to guide everything that happens inside your CRM for a Virtual Assistant to be able to handle it.
Plus, once you have those SOPs, nearly all tasks that involve CRM Data Entry can be handled by an Overseas Virtual Assistant so you can save money through outsourcing.
With that in mind, once you have your Standard Operating Procedures set up and ready to go, at most, you can expect about 10 to 20 hours per month per Agent that the Virtual Assistant is managing the CRM for.
So no Agent is going to need more than maybe a 20 or in an extreme scenario, 30 work hours per month for a Virtual Assistant to keep your CRM squeaky clean and completely up to date with all new details entered.