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Case Study – Virtual Assistant, Sales Support

Client: Sales Business, Canada

Scope:

  • Creates multiple charts to reflect sales, discounts, and profitability.
  • Add invoices to client accounts
  • Generates inventory and expense reports
  • Outlook and calendar management
  • Online market research for various projects
  • Document control and back office management of electronic files
  • Contact management and keeping salesforce updated with details
  • Competitor price comparisons

Result:

Our client feels that they run a much more organised and effective operation with our continued support.

It was mentioned that they feel they operate three times more effectively with our reporting systems in place.