CRM DATA ENTRY ASSISTANT

Manage your pipeline, automate data entry, and focus on the right things with a dedicated assistant

Clear data, right when you need it Streamline your sales pipeline, consolidate your customer data and truly understand the people you serve. Your assistant can work on essential tasks like updating your CRM platform, data input and cleaning, and generating CRM reports.

This fully-managed service includes:

•  A complimentary task management app

•  A dedicated assistant

•  A customer success manager

•  No contract–cancel anytime

•  Low, fixed monthly payment

Data Cleanup

Dash Assistant will remove duplicate records or erroneous information in generated data.

Data Input

Dash CRM assistants will set up, manage, and enter data in your customer relationship management databases or spreadsheets.

Data Scrapping

Your Dash data entry assistant will find information on websites about listings, clients, or anything else needed for lead generation.

Lead Enrichment

A Dash CRM assistant can look up essential staff or decision-makers in a company and evaluate whether they can become leads.

Updating Records

Your CRM data entry assistant will ensure that your database reflects clients’ details, e.g. mailing address, contact numbers, etc.

Lead Screening

A Dash Assistant can pre-qualify your leads using criteria you provide and take several steps off the validation process.

Audio Transcription

Dash Assistants can convert recordings of interviews, meetings, and webinars into text documents for your team’s reference.

Report Creation

CRM data entry VAs can use databases to provide you or your team with summaries and reports containing critical metrics or client information.

+1 949 303 7922

What Dash Offer...

Dedicated Talent

Your assistant is dedicated to only your business, they'll learn and improve and get better at your processes over time. Dash's assistants only work with one client, ensuring your work is prioritized.

Customer Success Manager

Full Customization

Award Winning Support

Full Availability

Training and Guidance

24/7 Quality Oversight & Supervision

Backup Available For Assistants

You'll have a dedicated Customer Success Manager help you with set up, and anytime you need any help with Dash.

Dash's Customer Support is available round the clock, and usually gets back within minutes

Dash Assistants are available 8 hours a day, 5 days a week. You pick the window!

Customize everything, from the way we operate, to the tools we use, to the processes we follow.

Dash also offers an affordable in-app training service that allows clients request focused training programs for their assistants, completely managed by Dash's Training & Development team

Your assistant isn't alone: they're supervised by both Dash's team captains and supervisors. Dash also employs sophisticated artificial intelligence technology that flags potential issues ahead of time to our supervisory team, whom work to proactively resolve issues.

In addition, our 24/7 quality management teams employ rigorous quality control procedures to identify quality issues and proactively solve them for you. If quality is your goal, Dash remains the best choice in this industry.

Dash Offers all of his clients with best assistants and services and on top of that we make sure on all of our client's business run smoothly and for that we always keep a backup ready to cover up for assistants in case they are not there for any continuous 3 days.

How to get Started

A Simple 4 step process...

1. Schedule an Intro Call

4. Work With Your Assistant

3. Set Up Your Account

2. Meet Your Success Manager

Schedule a 15-minute exploratory call and tell us about your goals and business needs. We'll show you how our free software works, and answer any questions you have about Dash Assistant.

Meet your Customer Success Manager (CSM) and start delegating your first tasks. Your CSM will not only help you get the ball rolling, they will also support you whenever you contact them!

You are welcome to use free software that comes with communication features to stay in touch with your assistant, a secure password sharing tool, as well as potentially access for several users, a workflow management tool, and more.

You are welcome to use free software that comes with communication features to stay in touch with your assistant, a secure password sharing tool, as well as potentially access for several users, a workflow management tool, and more.