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Virtual remote assistant salesforce
Virtual remote assistant salesforce










  1. #Virtual remote assistant salesforce how to
  2. #Virtual remote assistant salesforce professional

Thus in 2019, ACCES submitted a proposal to Accenture for a second grant for a technology development project that was successfully approved. The challenge, then, was to deliver the information interactively while conserving staff resources.ĪCCES envisioned an AI powered virtual agent, or conversational assistant, as the first point of contact for digital inquiries.

virtual remote assistant salesforce

Where are you located? Can I see a counselor? Do I need an appointment? What are the eligibility criteria for this program? Can you help me find a job and register for an event? Such information was on the website, but people often prefer an interactive experience to searching. The specific concern was handling the surge of routine and repetitive jobseeker inquiries that tied up personnel. “That’s when we first thought about the value AI could bring to our organization.” “We wanted to, again, continue to leverage technology to streamline our processes and ensure we could respond to everyone who sought our services,” says Manjeet Dhiman, Senior Vice President, Services and Strategic Initiatives.

#Virtual remote assistant salesforce how to

This dramatic increase led ACCES to the next stage of development - how to efficiently handle growing client volume by leveraging technology to enhance the client service journey. Over two years, ACCES more than doubled the number of clients served, from 16,000 in 2016 to 36,000 in 2018. Developing a new online learning hub and various virtual services along with enhancing Salesforce CRM produced excellent results. The transformation journey began in earnest in 2016 thanks to a major technology grant from Accenture that helped ACCES modernize its digital services. “Adopting digital technology was an important strategic priority at ACCES before the pandemic, and now it’s even more important and urgent,” says Allison Pond, President and CEO at ACCES. Digital services can boost the agency’s capacity without increasing or straining staff resources. Also, digital services are essential to supporting and preparing immigrants before arrival.

virtual remote assistant salesforce

Complementing in-person interactions with online tools has allowed the organization to reach clients through their preferred channels.

  • The ability to think outside the box, and two steps ahead of your team.Like many other organizations in the nonprofit and employment services sectors, ACCES has set digital transformation as a strategic priority.
  • The desire to do your best, and provide excellent results for your team.
  • Ability to self-manage projects to meet deadlines, and communicate your progress efficiently.
  • Ability to multi-task and manage multiple tasks simultaneously while keeping an eye on the details.
  • Experience supporting multiple executives or managers.
  • #Virtual remote assistant salesforce professional

  • Professional and friendly telephone demeanour.
  • Impeccable written communication skills.
  • Virtual or remote freelance work experience a plus!
  • 5 years or more of relevant experience as an executive administrative assistant or similar role.
  • High School or GED Equivalent and some college.
  • virtual remote assistant salesforce

    We are Delegated, the leading provider of virtual assistant services, and we are growing our team! If you said yes to the above, you might just be who we are looking for! Are you organized, creative, and good with people? Does helping others give you a feeling of fulfillment? Do you like to surprise and delight the people you support? Do you thrive in a fast-paced environment?












    Virtual remote assistant salesforce