SkillSET Blog
Advice For Pros · June 27, 2022 · AUTHOR: Darwin Pelea

Essential Tools and Resources for A Virtual Sales Assistant

As the world of work continues to evolve, so too do the roles within it. One such role that is on the rise is being a virtual sales assistant. A virtual sales assistant is a remote worker who provides administrative and sales support to a company or sales team.

While the job description of a virtual sales assistant can vary depending on the company, some core skills and tools are necessary for any virtual sales assistant to succeed in their role. In this blog post, we will explore what those tools and resources are.

Essential Tools for Virtual Sales Assistant

When you're running a business, time is money. If you don't know where your time is going, managing your business and growing it effectively is impossible.

That's why we've put together a list of some essential tools for virtual assistants to help them manage their time more efficiently.


Zoom is a simple video conferencing tool that allows you to connect with your clients or prospects in real-time for face-to-face meetings, video calls, and webinars. Zoom's user interface is similar to most other video conferencing tools, but the features are based on how you set up your meetings. Zoom's users can save their meeting templates and share them with others who need them.

Zoom also offers a free webinar recording service where you can record and upload your webinars. The recording feature allows you to share your presentations on any platform (including social networks) and link directly to the recording so viewers can watch it on demand whenever they'd like.

Key features of Zoom include: 

Audio/video conferencing: Online meetings can be held with up to 100 participants.

Screen sharing: Presentations, slideshows, and other visual aids can be shared with meeting participants.

Group chat: Meeting participants can communicate with each other via group chat.

File sharing: Files can be shared with meeting participants through Zoom's file-sharing feature.

Recordings: Meetings can be recorded and saved for later viewing.

Time Doctor

Time Doctor is an excellent time tracking and payroll tool. Clients can see the duration of your work, as well as which software and sites you used for each task. It's also integrated with other tools you may use, like Asana, Trello, Basecamp, and Salesforce.

The following are some of the key features such as follow:

Real-time tracking: Time Doctor automatically tracks how much time you spend on each task as you work to see how much time each project is taking up and where all of your time goes.

Time tracking reminders: You can set up automated reminders in Time Doctor so that whenever you start working on something new or switch tasks, Time Doctor will automatically track the time spent on it without any manual intervention.

Automated tracking: Time Doctor automatically tracks all of the websites that you visit and all of the applications that you run while working so that there are no manual inputs required by you at all. However, if any manual inputs are required, they are very easy to do.


Hubstaff is a time tracking and productivity software that helps you keep track of all your work. It allows you to set up different projects and track your progress in real-time. You can also see where you spend most of your time, how much time was spent on each task and how many unproductive hours were caused by distractions or mistakes.

Hubstaff is simple to use, but it has many advanced features like a built-in chat feature that allows you to communicate with co-workers or clients without leaving the app. This makes it an excellent tool for remote workers who want to stay connected while working from different locations worldwide.

Key features of Hubstaff include: 

Time tracking: The most important feature of Hubstaff is its time tracking software, which automatically tracks your time and sets up your hourly rates. You can also enter your rates or choose from different hourly rates offered by the company.

Schedule & Payroll Integration: Hubstaff integrates with payroll services like ADP, Paychex, and others through their API (application programming interface). It allows you to connect your payroll system to the software so that it can calculate employees' wages daily based on their hours worked during a specific period.

Interviews: Hubstaff offers an interview tool that helps employers hire new employees more efficiently. You can create interviews for customers and employees and then add them to your existing database later. It is a great way to save time when hiring new employees because it eliminates the need for hiring managers to go through resumes every day looking for candidates who fit correctly with their company culture or job requirements., a product designed for bulk email automation, provides multiple features for filling the database with new addresses or removing inactive emails. It enhances the efficiency of bulk emailing. It will allow sales assistants to configure the search for addresses. They can find one address at a time or a full list displayed in an easy-to-read format. Additional information, such as name, company, or registration, can be specified when they choose a list for search.

The key features of include:

Email search for new contacts: With the help of this tool, you can easily find new contacts and send them an email.

Verification of addresses: The tool automatically verifies all the addresses in your database. It also provides a list of people who have no email address or have not updated their addresses in your database for a long time. You can use this list to reach out to those who may not have internet access regularly but are still interested in your products or services.

Triggered mailings: It has a feature where a certain percentage of recipients will receive specific messages based on certain criteria such as location, industry, etc., making it easier for you to target specific audiences as per their needs and preferences with ease!


Slack is the most popular team communication app in the world. Millions of people use it daily, and hundreds of thousands of Slack teams exist. Slack allows you to create channels for different types of teams, including sales teams and virtual sales assistants. Slack is an important tool for any virtual assistant and a great way to stay connected with your clients. You can use it to share information, receive feedback, and collaborate on projects.

The following are some of the key features of Slack:

Task management: Slack has a built-in task management feature, which allows you to assign tasks to different team members so that everyone knows what needs to be done at any given time.

Simple and easy to use: The design of Slack is very simple and easy to use, so it's perfect for people who don't have much experience with web applications or programs like Excel or PowerPoint, where there are too many steps involved in creating something new (like a sales presentation).

Integrations: It has integrations with other apps like Google Drive, Dropbox, or Evernote, so you can easily save files within the app itself or share them with anyone else on your team or client base through email attachments or social media shares (like Facebook posts).


FreshBooks is cloud-based accounting software that makes it easy to track, organize and manage your business finances. It's the perfect tool for any business owner who wants to keep track of their cash flow and expenses. FreshBooks can also be used by virtual assistants who want a way to record and report on their time! It allows you to create invoices, track expenses, and generate an easy-to-read profit & loss statement in minutes.

The following are some of the key features of FreshBooks:

Easy to use: FreshBooks is the most user-friendly accounting software on the market. Clear instructions and an intuitive interface make it easy for any business owner to use.

Billing integration: FreshBooks integrates seamlessly with other popular billing services like Stripe, PayPal, and Square Cash, so you can easily manage all your customer payments from one place.

Email contact form: The software comes with an email contact form, so you can quickly and easily send out customer thank-you emails after completing a sale or project.

Built-in templates: You get built-in templates for invoices and receipts, which save you time by automatically calculating costs based on your tax rate or other parameters set in the software.


Wave is a virtual assistant platform that allows you to connect with your clients and manage their needs. As a Virtual Sales Assistant, you can complete tasks for your clients in real-time and integrate with their systems. Wave also provides scheduling tools, which allow you to set up appointments for your clients.

Wave has been around since 2010 and has been used by more than 1 million customers worldwide. It's considered one of the best tools for Virtual Sales Assistants because of its ability to manage multiple projects at once and integrate seamlessly into the client's systems.

The following are some of the key features of Wave:

A Sales Calendar: This is an essential tool for salespeople, as it helps them keep track of their appointments and meetings.

A Sales Dashboard: This helps you monitor your performance and progress in a single dashboard.

Chat Bots: Chatbots allow you to set up automated conversations between customers and your reps, which can help answer customer questions and solve problems faster than a human can do in real-time.

Customer Support: Customer support is one of the most important aspects of being a virtual assistant because it allows you to interact with your customers regularly and provide them with personalized services that they may not be able to get elsewhere in the market today.

Final Thought

A virtual sales assistant needs several tools and resources to be successful. They include a CRM system, a phone system, a laptop, and a high-speed internet connection. They also need to be familiar with social media platforms, have strong writing skills, and be able to work independently. Virtual sales assistants must also be organized and have excellent time management skills.

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