Accurate data and an optimized CRM system are essential for smooth operations and effective customer relationships. HeyDelegate’s CRM & Data Entry Assistants help you organize, update, and manage business data so you can focus on growth.
CRM Management & Optimization
- CRM setup, customization & optimization
- Contact & lead management
- Workflow automation & process streamlining
- CRM data cleanup & deduplication
Data Entry & Database Management
- Data entry, verification & standardization
- Data cleaning & error correction
- Spreadsheet & database management
- Updating customer & business records
Reporting & Analytics Support
- Sales, marketing & operational reporting
- CRM dashboard updates & maintenance
- Data visualization & trend analysis
Email & Customer Communication Support
- Managing email templates & sequences
- Customer follow-ups & reminders
- Lead tracking & nurturing support
- CRM & Data Experts – Experienced in major CRM platforms (HubSpot, Zoho, Salesforce, etc.)
- Accuracy & Efficiency – Reduce errors and maintain data integrity
- Scalable Support – Flexible solutions for growing businesses
- Time-Saving Solutions – Free up your team from time-consuming data tasks
Keep your CRM & business data organized with expert support!
Consultation
We’ll schedule a discovery call with you to discuss your business needs and goals. We’ll ask you questions about your current workflow and the areas where you need support. Based on this information, we will recommend the best support package for your current needs.
Matching
We will match you with a staff member who has the skills, experience, and expertise to meet your needs. You’ll have a meeting with them to verify that it’s a good match before you sign up, to add an extra level of confidence in your team member.
Onboarding
Once you’ve chosen your remote team member, we’ll provide you with a comprehensive onboarding process. Your team member will learn about your company, current processes, and preferences during this process. We’ll also provide them access to the tools and software needed to get started.
Fully Managed
Your financial specialist is fully managed by a team of internal managers to ensure that you receive impeccable quality of work. Experience the convenience of fully managed services that provide complete support and personalized solutions for a smooth and efficient partnership
College Educated
Your Bookkeeper is a college-educated professional who is a native or fluent English speaker, to ensure clear and effective communication
Highly Vetted
Your Bookkeeper goes through a rigorous interview process, ensuring that they are among the top 3% talent
Years of Experience
Your Bookkeeper has 5+ years of experience in accounting — providing skilled assistance customized to your specific business requirements