menu

Blog

How To Hire a VA to Deduplicate Your CRM

on January 22, 2018

Until you have a straightforward data deduplication strategy in your place, your CRM system may have a certain level of duplicate record issues.

Although your CRM system can have some sort of duplicate-alert system, it is not necessary that your team will always pay attention to it.

Sometimes, even the data importer in your CRM doesn’t do the job of avoiding duplicates.

Even when you have everything set up, you still need some personal check on the data and the system. But this can be an issue because you being a business owner, don’t have time to manage it all. This is when a virtual assistant can be the solution. Consider hiring a virtual assistant to deduplicate your CRM.

If all this is not working for you consider hiring a virtual assistant to deduplicate your CRM.

Here are some easy tips how you can hire a VA to deduplicate Your CRM

Hiring a CRM virtual assistant can be an excellent option for a business possessing a high percentage of data duplicity.

He should help you to stay organized, efficient and reduce data errors and duplicates. Nowadays, there are a lot of platforms where you find the right VA to deduplicate your CRM.

Make Use of Reputable Online Platforms

UpworkIt is one of the world’s most popular freelancing platform where you can look for a VA at your expected price. Here different virtual assistants will compete for your job and underbid each other.

Here you can find a right person at a really great price. Unlike many platforms, there is enough scope for negotiating here.

FreelancerIt is another popular platform for outsourcing. Here you can easily find VAs who are offering a full array of services. Like Upwork, there is no set fixed price here, which means it is open to negotiating.

GuruGuru is another amazing platform to hire quality freelancers.

Consider Hiring Certified VA CRM Consultant

You might be thinking, is this really necessary to hire a certified VA to deduplicate CRM! Let me tell you, duplicate data is a serious concern. A data quality issue may have a huge impact on your business reputation and performance.

Moreover, CRM deduplication is a complex and time-consuming process. Therefore, your preference should be hiring a certified virtual assistant who has a connection with a reputable CRM provider such as Microsoft, Salesforce, HubSpot among others.

If your virtual assistant is partnered with a strong solution provider, he may be able to use different technologies to solve duplicate copy of your CRM. Opposed to this, a non-certified assistant who has a just single tool in his bag will offer you only a single solution for every problem.

Negotiate the Cost

When hiring for a virtual assistant, don’t forget to negotiate the hiring cost. As many candidates will bid for your proposal, you can easily negotiate and find the one at your desired price.

As mentioned above, there are many platforms for hiring VAs and there can be a huge difference between pricing in these platforms. So look closely. You can find a qualified assistant that fits within your budget.

First Understand Your Needs

It is one of the most important aspects of hiring a virtual assistant for your CRM. Make a list of you your requirements related to deduplicate of CRM such as, you want a specific tool to be used or a period of time under which you want to complete deduplicate task.

Mention each and everything clearly in your job description. It will give candidates a clear idea of what you’re looking for.

If you happen to pick a reputable virtual assistant, deduplication of your CRM going to be quite easy for sure. Hopefully, these tips will help you to hire a good virtual assistant.