People to people meetings, and coordination and most of all, SELLING – clearly eats up a lot of energy.
As the saying goes, you should always be 150% mentally and physically present when you meet with clients.
A simple hi – hello can really mean much to your target market and it is very important to be there in the moment when it actually happens. Conditioning the sale is an art in itself, you can’t be too slow, and you can’t surely rush it. Clients are sensitive and they feel every bit of intent in your body language if you look at them as just numbers you want to close. Most prospects do not like that.
So being there 150% in every meeting takes a toll on someone physically and most of all mentally. Most of the time you’d feel exhausted after a whole day of meeting/s – yeah there are clients that take a whole day to meet while they feel you out and see if they can establish trust and build a relationship.
What do you think you would be able to put in your CRM at the end of the day? Probably you’ll wait till tomorrow and just entering your data and trying to remember what happened in the meeting and be able to assess when the next follow up would be, or do you close the sale in the next meet. Most likely the data you would be able to put in will just be 80% complete if you really are good and lucky to remember everything.
Why not just record the meeting, or better yet do voice recordings (memos) for you to be able to get the most important parts of the meeting and have someone else enter it to your CRM? Listening to it on your own and putting in the details into your system will still eat up an hour or more perhaps. Personal Assistant – probably not cost-effective if this is the only thing they do for you.
This is where data entry service companies are available for you to tap into. More so there are companies that are just focused on CRM Data Entry. They understand the policies and complexities different CRMs have.
With such service providers, you are assured that
Wake up and review your data the next day and plan the next course of action in closing the sale. You save time, and your energies are always refreshed making you a more effective Sales agent.
As a sales leader in a large business, every bit of advantage can make that small jump in percentage in sales which is already a huge benchmark in achieving your goals for the month or the quarter at hand.
You want to give your sales agents that edge in maximising their time on closing deals than doing data entry into their CRM.
CRM Adoption has been a big issue for large companies where people just don’t have the time to adapt to a new platform better yet keying the minutes of every meeting into a CRM that well, so you might say not that user friendly most of the time.
This is why Voice to CRM companies are becoming a necessity so that it enables top sellers continue what they do best – SELL. All they have to do is record their meetings and a combination of AI and human intelligence would be able to process the data entry into ANY CRM.
The most popular CRMs are not usually the easiest to use, but with the most functionalities and its easy to get lost within and waste time by spending too much on processing your meeting notes then just fail at saving it correctly into the company CRM.
1 hour a day saved in theory is 5-7 hours a week, and 20 hours a month. Those 20 hours can be very much well spent with your agent’s specialty may it be conditioning clients or closing sales.
These hours can surely make a whole big of difference cumulatively in a quarter better yet in a year’s time.
The best part is, as a manager, you work with the CRM all the time and now, DATA is promptly and accurately entered by your team members which makes it also an improvement in the overall sales performance of the company.
What is Data Entry Outsourcing?
As we are living in the information age, data has become very important. Having a clean, organized, and accurate set of data can make a world’s difference for a company.
However, because of data entry’s monotonous, unending nature, it can be challenging to get your CRM users to enter data correctly, or to even have it entered at all. It is a time-consuming, tedious task that is often in the way of any real, productive work. This is where Data Entry Outsourcing comes in. The idea is to hire other people to do the data entry work for your company. That way, data entry can be taken care of and your team can focus on what’s important.
Vendors would usually offer these services by hiring and training data entry experts. These employees can be onshore, but more often than not, these data entry experts are sourced offshore. The countries they outsource data entry to are those whose population already has a significant level of English proficiency, such as in India or the Philippines. Generally, the cost of living there is less compared to the US, and therefore, labor is cheaper. This partnership with a data entry service provider saves the company money, time, and the risk of having unmotivated in-house CRM users.
Many experts believe that outsourcing your data entry tasks to a third-party vendor who has a team of data entry professionals with high typing speeds, mastery of the English Language, etc., is a smart move, and in many cases, it is. However, relying solely on humans manually entering data is not without its drawbacks.
Having people outside your company do your data entry for you, whether they’re on the other side of the world or not, is bound to have a few issues. Here are three major examples:
Data Security Threats
This risk will always be present when outsourcing because first, the data is being handled outside your own company, and second, the data is being managed by humans who by nature, can make mistakes. They have full access to your customer’s data, and if they are not properly trained, it can lead to data leaks and the like. This can cause problems like penalties and sanctions according to government laws.
Solution:
Thoroughly review the different vendors first and make sure to select a credible and trustworthy outsourcing company that properly trains the professionals who will handle your data. Choose a vendor that is fully compliant with data privacy laws and regulations and one with a good track record.
Also, consider the outsourcing company’s specializations. If you’re looking for a Data Outsourcing vendor specifically for your CRM, there are companies that usually do this and are familiar with how sensitive CRM data can get. It would be good to understand the exact on-boarding process of these companies to ensure that they follow the security protocols commensurate to your industry. The idea is to find a reputable company able to handle the amount of data that your company has and be able to be compliant with industry level standards for data privacy and security.
Supervision
It will always be challenging for you to monitor the progress of your data entry team in real-time. Sensitive information is being entered manually and this requires due diligence and focus of people handling your data. Since the client’s company cannot supervise them directly, there is less managerial control over the manual data entry team.
Solution
To get around this, choose a vendor that you can trust with keeping productivity in check, as well as keeping regular reports and communication lines open.
Dedicated account managers are usually allocated by outsourcing companies specially with enterprise level commitments and with big data. It is one of the key qualities overlooked in the outsourcing process. The dedicated manager will be the one to process knowledge transfer and client culture to the team handling your data.
With that being said, data entry outsourcing does have a certain amount of concern that should not be overlooked. Engaging with proactive companies may perhaps be the next step in getting work done much faster with lesser risks. Some companies implement Artificial Intelligence to aid human processes to get things done faster, but still keep data integrity. This is one of the main goals of Einstein Voice when it was conceptualized years back. Although development was abandoned other companies have started to adapt technologies into their process which are great alternatives to work with.
Voice to CRM solutions nowadays are using AI in their data entry processes to be able to have faster turnaround times which is what most companies are looking for without sacrificing efficiency and data integrity.
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