Sales Support
Administrative capacity behind your sales team
Research, CRM maintenance and follow-up administration handled off the sales team's desk so selling time is protected.
Business problems this addresses
- Salespeople spending selling hours on data entry
- Pipeline records that no longer reflect reality
- Follow-ups missed after the first conversation
- Proposal preparation slowing down response times
Tasks that can be supported
- Lead research
- CRM data management
- Lead qualification
- Appointment coordination
- Proposal administration
- Sales pipeline updates
- Follow-up administration
- Customer re-engagement
- Reporting
- Campaign operations
Marketing activity is performed only using client-approved data, scripts and lawful contact instructions.
Example workflows
How the work actually runs
Lead to meeting
- 1Lead sourced or received through the approved route
- 2Checked against the agreed qualification criteria
- 3CRM record created with required fields completed
- 4Meeting coordinated with the named salesperson
- 5Outcome recorded and follow-up scheduled
What remains with you
- All commercial conversations, pricing and negotiation
- Approval of messaging, scripts and contact data sources
- Decisions on which prospects to pursue
Onboarding approach
- Requirement review and workload assessment
- Documented scope, exclusions and service hours
- System access request and least-privilege setup
- Process documentation and knowledge transfer
- Controlled pilot period before full transition
Reporting options
- Leads processed and qualified
- Meetings coordinated and attended
- Pipeline data quality observations
- Follow-up activity completed
Security considerations
- Role-based, least-privilege access to client systems
- Multi-factor authentication where the client system supports it
- Confidentiality obligations and signed non-disclosure agreements
- Controlled file sharing through client-approved channels
- Documented retention, deletion and access-review routines
Engagement models
Choose the operating model that fits
Pricing reflects the scope, hours and skills required. Request a tailored proposal rather than a standard rate card.
Shared Support
For defined recurring tasks that do not require a full-time dedicated resource.
Dedicated Professional
A named resource aligned with your organisation, systems and procedures.
Managed Team
A supervised team with agreed responsibilities, reporting and escalation.
Project-Based Support
Fixed-scope assistance for migrations, data processing, campaigns or operational projects.
FAQ
Sales Support questions
Related services
Often combined with
Customer Support
Email, chat and ticket handling with documented responses, escalation routes and CRM updates.
ViewBack-Office Operations
Data entry, document processing, inbox and CRM administration handled to a documented standard.
ViewFinance and Billing Administration
Invoice preparation, reconciliation support and receivables administration under client instruction.
ViewTell us which part of your operation needs more capacity.
Share your current workload, business objective or service challenge. We will review the requirement and propose an appropriate delivery structure.