Virtual Sales Assistant

Virtual Sales Assistant

If you ask any sales person if they would prefer talking to a warm lead or a cold lead, they will say “warm” every single time. There’s no doubt that a lead who is familiar with your company and/or product is going to be more receptive to a sales pitch versus someone who gets a call from your company out of the blue.

The problem is most warm leads were once cold leads. Well actually, that’s not really the problem. The problem is that most warm leads won’t convert into a customer right away, but if your sales team doesn’t log discovery and/or follow up information about that lead into your CRM (customer relationship management software) that lead pretty much goes cold and you’re back to square one.

A busy sales team doesn’t always have time to be diligent about logging notes into a CRM which means you’re not only losing out on leads but potential future sales. To ensure revenue doesn’t slip through the cracks anymore, hire a virtual sales assistant.

Virtual Sales Assistant Duties:

Your virtual sales assistant can:

Take hand written notes and log them into your CRM software
Assist with sales reports
Conduct research on prospective customers
Ensure follow-ups are happening at the right time intervals
Follow up with the sales team to remind them to enter info into the CRM
Schedule calls for your sales team
Listen in on calls and log notes for your salesperson in your CRM
Conduct research on cold and/or warm leads

The salesroom is always going a mile a minute. Help your sales team to close even more deals by hiring them a virtual sales assistant.

Knowledge is Power

Your virtual sales assistant can get your sales reps the info they need to assess opportunities.

Help your reps succeed!

  • 82% of sales reps feel challenged by the amount of data and the time it takes to research prospects.
  • Only 59% of sales reps are viewed as effective qualifiers by their organization.
  • Great sales reps are typical 2.5 times more likely to be good at qualifying.



Your virtual sales assistant can help keep your sales pipeline full.


  • 46% of sales reps will say there pipeline is accurate
  • 30% of B2B contacts are outdated within a year.
  • 59% of your reps time is spent NOT SELLING.

LinkedIn Marketing

50% of companies rely on sales reps to find  critical information.

Where sales reps find the info.

  • 72% LinkedIn groups
  • 65 Their CRM
  • 60% Google
  • 45% Press releases
  • 38% Social Media
  • Data providers


Virtual Assistant vs. Employee:

Sure, you could hire an employee to help you with this work, but do you really have enough small sales tasks to fill up 40 hours per week or even 20 hours per week every single week? If not, that employee will be spending down time on your dime.

With a virtual sales assistant you pay for the hours you need and nothing more.

You’ll save money by not having to provide employee benefits, office space, office supplies (computer, desk, coffee and so on) or any of the other things that come with full or part-time employees.

Your virtual sales assistant will come with his or her own supplies, a strong education (TaskBullet assistants have university degrees) and a deep professional background.

In addition, when you hire a virtual sales assistant from TaskBullet you are also assigned a project manager to ensure that everything runs smoothly.

What are you waiting for? Hire a virtual sales assistant today and start closing more deals!
Traditional Employee
Time wasted 50% - 85%
Virtual Employee
Time wasted 50% - 85%
Bucket System
Time wasted - 1% - 5%