Sign in
Book a Free Consultation
Book Now
Back to case studies

Case study

CRM upkeep off the business development team

Joseph W.’s team was losing hours to CRM data entry and research. With that work handled, they went back to building relationships and closing deals.

Client

Teltonika Telematics

Focus area

CRM and research

Role placed

Dedicated Assistant

The situation

Joseph W.’s business development team at Teltonika Telematics was losing hours to CRM data entry and research, time the team needed for building relationships and closing deals.

What we did

Offsite Virtual Pro provided a dedicated assistant to handle CRM data entry and research for the team. The engagement includes a Customer Success Manager and a free replacement if the match is not the right fit.

What changed

With CRM upkeep and research handled, the team went back to building relationships and closing deals.

CRM data entry handled by the assistant

Research taken off the team

Focus back on relationships and closing deals

Having support with CRM data entry and research has made a noticeable difference in our workflow. It’s taken a huge load off our team and allowed us to focus on building relationships and closing deals.

Joseph W.

Business Development, Teltonika Telematics · Google review

More case studies

Other stories

Express Heat Therapy ·

Scheduling and contracts

Reps scheduled across locations, without the CEO doing it

Kirill K. brought in an assistant to run scheduling for reps across several locations and to help with contracts. The hours that used to go into coordination now go into growth.
Read the case study

Beyond Better ·

Practice administration

A practice that runs without the owner chasing admin

Natasha B. handed over scheduling and the day-to-day admin behind her psychology practice. The time that came back went straight to client work.
Read the case study

LGFG Fashion House ·

Business development support

Scaling up without losing the detail

Josh T.’s team works with assistants who are detail-oriented and quick to turn work around, which let the business scale while staying focused on what matters most.
Read the case study

Book a free consultation

Tell us the roles.

We will find the people.

Bring us the work you need covered, from a single assistant to a full offshore team. We will map the roles, the hours and what it costs to run.

Book a Free Consultation
Chat with us

Live chat available 9-5 EST