Virtual Assistant: Excel, CRM, Powerpoint -- 2
Budget: ₹600 – ₹1,500 INR
My workflow moves quickly between Excel, web browsers, and two open-source platforms—SuiteCRM and ERPNext. I’m bringing in support to keep every product record, customer detail, and offer perfectly up-to-date while also gathering fresh information from the internet whenever it’s needed.
On a typical day you will clean and restructure spreadsheets, research suppliers or market data online, copy the relevant insights into SuiteCRM or ERPNext, then follow up with customers: answering questions, drafting offers, and noting every interaction so our history stays complete. Accuracy in formulas and field mapping is crucial, because the sales team relies on these records to generate quotes and forecasts.
Deliverables
• Excel or Google Sheet files that balance, filter, and calculate correctly
• Newly created or updated product & customer entries in SuiteCRM and ERPNext
• A short research brief (links included) whenever a lookup task is assigned
• Customer replies and offers logged in the CRM within the same business day
If you already know SuiteCRM or ERPNext you’ll feel at home immediately; if not, the interface is straightforward as long as you’re comfortable with relational data and pick-lists. Clear communication, time-stamped updates, and respect for data privacy will be the markers of success on this project.
On a typical day you will clean and restructure spreadsheets, research suppliers or market data online, copy the relevant insights into SuiteCRM or ERPNext, then follow up with customers: answering questions, drafting offers, and noting every interaction so our history stays complete. Accuracy in formulas and field mapping is crucial, because the sales team relies on these records to generate quotes and forecasts.
Deliverables
• Excel or Google Sheet files that balance, filter, and calculate correctly
• Newly created or updated product & customer entries in SuiteCRM and ERPNext
• A short research brief (links included) whenever a lookup task is assigned
• Customer replies and offers logged in the CRM within the same business day
If you already know SuiteCRM or ERPNext you’ll feel at home immediately; if not, the interface is straightforward as long as you’re comfortable with relational data and pick-lists. Clear communication, time-stamped updates, and respect for data privacy will be the markers of success on this project.