Sales teams and technology platforms struggle with customer data management overwhelming CRM capacity. Our managed offshore teams handle your complete CRM workflow with 99.9% accuracy at half your current cost.
Stop struggling with
- CRM data entry backlogs affecting sales productivity
- Manual customer updates consuming team time
- Inconsistent data quality across CRM systems
- Lead information gaps preventing conversion optimization
- Data entry errors compromising customer relationships
Start achieving
- High-volume CRM processing with zero backlogs
- Perfect customer data accuracy and validation
- Consistent data quality across all CRM systems
- Sales teams focused on relationship building and closing
- 50% reduction in CRM data entry costs
Request A Proposal
Let’s start with a few simple questions about you.
Client Retention
Clients stay because they don’t have to supervise us.
Cost Savings
Structured execution without internal headcount growth.
Accuracy
Because your ops can’t afford inconsistency at scale.
These aren’t project-based numbers. They’re system-level outcomes—visible across cycles and functions.
Strategy is abundant. Execution is rare.
Backed by the Operators that Keep the Real Economy Running
“Working with Assivo felt different from the very start. Their team brought a level of strategy development that matched TreviPay’s most complex operational challenges—the kind of customization we never imagined an offshore partner could deliver.
What impressed me most was the execution: precise, disciplined, and unwavering in integrity, reminiscent of the standards I came to value in over two decades of military service. Assivo doesn’t just deliver capacity—they deliver order, clarity, and results you can depend on.”
—Jim Knickerbocker, Director of Strategic Projects, TreviPay
Built for America’s Middle Market, Recognized by Its Leaders
Data Volume Management
Processing customer information across multiple touchpoints exceeds CRM capacity during peak periods
Quality Control Requirements
Manual CRM entry creates inconsistencies that affect customer segmentation and sales effectiveness
Integration Complexity
Managing data entry across different CRM modules requires specialized coordination and validation
Lead Processing Speed
CRM data delays impact lead conversion timelines and sales performance
Customer Profile Completeness
Maintaining comprehensive customer records requires continuous data updates and enrichment
How We Help
Our managed teams handle comprehensive CRM workflows including contact creation, data validation, lead qualification, opportunity tracking, and activity logging. We maintain 99.9% accuracy through systematic validation processes while seamlessly integrating with your existing CRM systems and ensuring complete customer data consistency throughout all sales operations.
Key Capabilities
Complete CRM data entry lifecycle management and customer coordination
Contact validation and lead qualification protocols
Pipeline tracking and opportunity management support
Sales system integration and relationship data maintenance
The Challenge
A Series C marketing technology platform serving B2B clients struggled with customer data management across multiple sales channels. Their sales operations team spent excessive time on CRM administration instead of pipeline optimization and revenue strategy.
Our Solution
Our dedicated offshore CRM data entry team provides comprehensive customer management including contact creation data validation lead qualification opportunity tracking activity logging pipeline updates reporting coordination and integration support across all CRM and sales automation platforms.
Client Results
- Reduced data entry time by 80%
- Achieved 99.9% CRM accuracy
- Cut data entry costs by 50%
- Improved lead response by 45%
- Increased CRM capacity by 85%
VP Sales Operations | Series C MarTech Platform | B2B Sales Management | Implementation within Weeks
Structure Delivers Results
Systematic Accuracy
99.9% data accuracy through multi-tier validation combining automated checks with expert CRM review and verification
Scalable Operations
Flexible capacity to handle volume growth and peak sales periods without operational delays or quality compromise
CRM Expertise
Specialized teams experienced in customer relationship management workflows sales processes and CRM platform best practices
Platform Integration
Seamless integration with all major CRM platforms and systematic quality control throughout customer data processing
From Inquiry to Excellence
Introductory Meeting
Understand your CRM requirements sales workflows and current customer data management system landscape
Requirements Alignment
Assess your current CRM workflows and identify opportunities for data processing improvements and sales optimization
Tailored Proposal
Receive a comprehensive solution designed for your specific CRM data entry and customer management requirements
Structured Onboarding
Implement CRM protocols train specialized customer data teams and establish systematic quality control measures
Measurable Outcomes
%
High-Volume CRM Processing Capability
99.9%
Data Accuracy
%
Enhanced Lead Response
50%
Cost Reduction
85%
Capacity Increase
Client Success Stories
“Their offshore CRM team transformed our customer data management. Perfect data accuracy while our sales team focuses entirely on relationship building and revenue generation.”
“The managed service model enabled our platform to scale CRM operations without adding sales ops headcount. Institutional-quality data entry at sales speed.”
Industry Applications
Enterprise Companies
Corporate CRM management across sales marketing and customer success teams
Technology Platforms
Automated CRM workflows for customer lifecycle and revenue optimization
Professional Services Firms
Client relationship management and project coordination
Sales Analytics Companies
High-volume customer data processing for CRM intelligence and reporting
Manufacturing Companies
Customer database management and sales pipeline coordination
Financial Institutions
Client relationship tracking and regulatory compliance coordination
Expected Outcomes
Eliminated CRM data entry backlogs and processing delays
99.9% customer data accuracy across all CRM systems
Enhanced lead response speed and sales productivity
Reduced CRM data management operational costs
Improved customer relationship quality and sales pipeline efficiency
Streamlined sales workflow coordination
Frequently Asked Questions
We scale to match your needs from growing SaaS startups to institutional enterprise organizations.
CRM expertise with automated validation and manual verification achieves 99.9% accuracy consistently.
Yes we manage everything from simple contact lists to complex multi-entity CRM configurations.
Enterprise-grade security protocols with encryption access controls and complete audit trails.
Most clients see 50% cost savings within the first month with immediate CRM improvements.
We have pre-trained expertise on 300+ software packages. We commonly see Salesforce HubSpot Microsoft Dynamics Pipedrive and Zoho but we adapt to any system you use.
Yes we support many technology platforms with CRM automation integration and workflow optimization.
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Driving Efficiency Across the Portfolios of Leading Global Investors
Transform customer relationships from data burden to revenue advantage.