Why Should I Delegate My CRM To A Virtual Professional?

WHY SHOULD I DELEGATE MY CRM TO A VIRTUAL PROFESSIONAL?Your customer relationship management system is one of the most crucial components of your business. Our businesses thrive on building solid relationships with our vendors, leads, and clients, which makes it critical for every interaction to be managed properly. Your CRM system can be used to solve direct and defined problems around the customer relationship cycle, and if implemented properly, it can pave the way for increased customer satisfaction and retention. But implementing a CRM system takes three months to a year, depending on the size of your business.

Now imagine this scene: On top of other items on your list, you are still primarily responsible for manually collecting, cleaning, and reformatting all the data so that you and your team can review them together and make informed decisions. How about the time and resources that you are going to spend in fine-tuning the setup of your pipeline, configuring and setting up automation and integrations, fixing bugs, and training other members of the team? This system is a time-eating beast. You know that your time can be allocated for tasks of higher importance, but you are having second thoughts on whether or not this is something you want to delegate. 

We know you are probably having second thoughts about getting a systems manager virtual professional for a number of reasons, including:

  1. You are not yet ready to entrust the importance of important customer data and relationships to somebody else with the same level of care and attention to detail.

  2. You are thinking that you might not be able to afford to delegate this to a systems manager and the additional resources and tools needed to support your CRM system.

  3. You feel like your business is too complex or your processes are too customized for someone else to understand.

  4. You think it will require an inordinate amount of time to train someone else on how to manage your CRM system effectively.

  5. You think delegating your CRM system will cause major disruptions in how you operate.

  6. You think you are still at the point where your business does not need a CRM system.

Skepticism has always been a friend and a foe when it comes to running a successful business. But here are the things that are at stake if you let skepticism prevent you from delegating your CRM system:

  1. You and your team will be forced to navigate through disorganized and outdated data. This can impact your ability to create personalized interactions and timely follow-ups.

  2. You are missing out on opportunities to offer more value to your audience in the future.

  3. Your delivery becomes inconsistent, which sows confusion and frustration to your audience for receiving different information across all your platforms.

  4. You are prone to breaches, which can potentially result in legal and financial consequences.

Apple’s well-managed CRM system was able to support the company’s strategy for growth. The Apple ID gave them insights into their customer’s behaviors and created recommendations, which are now allowing them to target their market effortlessly. Your company might not be as big as Apple, and it might not even need a robust CRM like Apple’s, but your CRM needs will grow as fast as your business. Now is the time to ask yourself, “Where do I want my business to go?” and follow with this question, “What do I need to do with my CRM system to get there?”

A F@B Virtual Professional (VP) can definitely help you manage your CRM system. Our executive admin virtual professionals are provided with basic training on CRM platforms. But depending on your goals for your CRM system, there are also virtual professionals in the team with system management skills who can build and manage the CRM system with you. We call them Systems Managers and they have a combination of technical, communication, analytical and strategic thinking, and problem-solving skills. With effective delegation, they can take charge of all the nuts and bolts of your company’s CRM. 

We also have virtual professionals who specialize in Finance, Marketing, and Architecture. Just like the systems manager, they also have the necessary skills and qualifications to handle specific components of your business, and they are also trained to handle general administrative tasks. For more ideas on what a virtual professional can do for you and your business, we designed a free resource that you can download for free at https://fabvp.com/get-your-own-va/.