CSR, General Virtual Assistant

Efficiently handling and prioritizing support tickets to ensure timely resolution of customer issues. Using Freshdesk’s communication tools to interact with customers through various channels, including email and chat.

I have handled the process of submitting experts to clients using Zoho CRM. This involves entering expert details, matching their expertise with client requirements, and ensuring that all necessary information is correctly filled out and submitted through the CRM system. I’ve navigated through Zoho’s modules to track the submission status and follow up as needed. I have set up forms in Zoho Forms or Zoho CRM, depending on the use case. I have efficiently pulled up project numbers or client profiles in Zoho CRM by using search functionalities and filters. This involves navigating the CRM interface, accessing the relevant modules (like Projects or Contacts), and retrieving detailed information as needed for various tasks, such as tracking progress or updating records.

I can efficiently manage and organize emails using folders, categories, and rules. This includes sorting, filtering, and prioritizing emails to ensure important messages are addressed promptly. I manage and maintain contact lists, including adding, updating, and categorizing contacts. I utilize Outlook’s task feature to create, track, and prioritize tasks. I customize Outlook settings and preferences to suit personal or organizational needs. This includes setting up automatic replies, managing signatures, and adjusting notification settings.

Creating Invoices: I've utilized Xero's invoicing feature to generate and send invoices to clients. This involves setting up invoice, inputting client details, item descriptions, quantities, and pricing. I also apply any due dates before finalizing and sending the invoices. Editing or Modifying Information: I have experience in updating and modifying existing invoices or other financial documents in Xero. This includes correcting errors, adjusting quantities or pricing, and updating client information as needed. Ensuring that all changes are accurately reflected in the system is a key part of this process. Processing Payments: applying payments to invoices and recording any discrepancies or adjustments. This involves matching payments to their respective invoices and ensuring that the payment status is updated correctly. Creating Contacts: In Xero, I've created and managed contact records, including clients, and other relevant parties. This involves entering and updating contact details such as names, addresses, and contact information, as well as categorizing and tagging contacts for better organization and reporting.

I am proficient in using Salesforce to manage and streamline customer relationship management (CRM) processes. Efficiently managing customer data, ensuring accuracy, and maintaining clean, up-to-date records. I regularly perform data imports, exports, and updates, using Salesforce's data tools. Collaborating with team members by using Salesforce Chatter for communication, and integrating Salesforce with other tools like email clients