{"id":23107,"date":"2022-10-19T15:37:15","date_gmt":"2022-10-19T13:37:15","guid":{"rendered":"https:\/\/maroon-cobra-681026.hostingersite.com\/en\/?p=23107"},"modified":"2023-04-11T11:30:23","modified_gmt":"2023-04-11T09:30:23","slug":"communication-tools-remote-secretary","status":"publish","type":null,"link":"https:\/\/fonvirtual.com\/en\/blog\/communication-tools-remote-secretary\/","title":{"rendered":"Remote secretary: What are the communication tools you need?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">New technologies have revolutionized the way companies work. For example, <\/span><b>it is no longer necessary to be at a fixed location to attend to customers<\/b><span style=\"font-weight: 400;\">. This has led to the reinvention, not only of corporate processes, but also of traditional positions in any business, such as, for example, that of a secretary.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this sense, this position, like many others, has gone from being carried out solely in an office at the company&#8217;s headquarters<\/span><b> to being able to do so remotely from anywhere<\/b><span style=\"font-weight: 400;\">, even offering the possibility of incorporating automation tools such as callbots or chatbots.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, in order to carry out a remote secretary service, it is essential to have the support of the right systems, especially communication tools, as one of the main functions of these positions is to <\/span><b>attend to and share interactions with clients <\/b><span style=\"font-weight: 400;\">among the company&#8217;s employees.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article we provide you with a list of what we consider to be the most important ones.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What is a remote secretary?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">This term refers to people or systems that, like traditional secretaries, carry out <\/span><b>administration, document management and customer service tasks <\/b><span style=\"font-weight: 400;\">to ensure the smooth running of the company. Unlike the latter, they are not physically located in the company, but can perform these functions remotely, from anywhere in the world.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Often, organizations have this figure, either in their office or remotely, to <\/span><b>prevent employees from becoming overburdened and save time to devote to other tasks<\/b><span style=\"font-weight: 400;\"> that are more specialized or require greater concentration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Moreover, it is important to note that, until recently, these appointment management and customer service functions were performed by a person in an office organizing the company&#8217;s appointments, taking calls on a landline and forwarding them to the appropriate agent. Nowadays, however, new technologies have made it possible to <\/span><b>fully or partially automate this process<\/b><span style=\"font-weight: 400;\">, making it simpler and more convenient.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-23110 aligncenter\" src=\"https:\/\/fonvirtual.com\/en\/wp-content\/uploads\/2022\/10\/secretaria-a-distancia-300x200.jpg\" alt=\"remote secretary\" width=\"440\" height=\"293\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">Communication tools needed for a remote secretary<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A secretary position, regardless of whether it is carried out face-to-face or remotely, must meet certain <\/span><b>standards of productivity and efficiency.\u00a0<\/b><\/p>\n<p><span style=\"font-weight: 400;\">In fact, in the case of customer service, this position is usually the<\/span><b> first point of contact between the customer and the company<\/b><span style=\"font-weight: 400;\">, as it is responsible for welcoming them, finding out the reason for their request and passing it on to the appropriate agent. In this sense, the communication tools they use should also have a number of features that help them to meet these requirements.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here is a list of the <\/span><b>3 systems that every remote secretary should rely on<\/b><span style=\"font-weight: 400;\">, as well as their main features:<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Call center software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is the main system that a virtual secretary should rely on. This <\/span><a href=\"https:\/\/fonvirtual.com\/en\/webrtc\/\"><span style=\"font-weight: 400;\">WebRTC tool<\/span><\/a> <b>allows a large number of interactions to be handled from anywhere<\/b><span style=\"font-weight: 400;\">, as it has extensive functionalities that favor productivity and efficient call distribution. In addition, it can be integrated with other software such as those described below.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A call center software like the one we offer you in Fonvirtual allows you to <\/span><b>perform customer service functions through multiple channels<\/b><span style=\"font-weight: 400;\"> (voice, chat and video). Simply, it will be necessary that the employee who performs the tasks of remote secretary has a device with Internet connection (computer, mobile or tablet) to access with an username and password to the platform from which you will manage all interactions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From this moment on, the virtual secretary will be able to<\/span><b> maintain contact with clients and suppliers<\/b><span style=\"font-weight: 400;\">, receiving voice calls, video calls and chats, and transferring them, if necessary, to the appropriate colleague.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The latter <\/span><b>can be done manually by the secretary or automatically by an ACD system<\/b><span style=\"font-weight: 400;\">, in which case our system should also have:<\/span><\/p>\n<h4><b>Drag &amp; drop delivery system<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">In case the delivery is done manually, it is essential that you <\/span><b>have a receptionist license<\/b><span style=\"font-weight: 400;\">,<\/span> <span style=\"font-weight: 400;\">which will allow you to simultaneously answer calls and messages and deliver them to the most appropriate agent.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With this, an employee will be responsible for dealing with customers in the first instance, welcoming them and finding out the reason for their request. He or she will then transfer the call or chat to the agent using an <\/span><b>intuitive drag &amp; drop system<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h4><b>ACD System<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Depending on the needs and characteristics of the company, it is important to evaluate the possibility of automating this process. For these cases, our <\/span><a href=\"https:\/\/fonvirtual.com\/en\/call-center-software\/\"><span style=\"font-weight: 400;\">call center software<\/span><\/a><span style=\"font-weight: 400;\"> has an <\/span><b>ACD system<\/b><span style=\"font-weight: 400;\"> that carries out this distribution of calls and messages automatically and efficiently.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This system distributes the conversations among the available agents according to a series of<\/span> <span style=\"font-weight: 400;\">skillsets defined for each of them and the distribution priorities set in the configuration. In addition, this function can be complemented by an <\/span><b>IVR system or menu of options<\/b><span style=\"font-weight: 400;\"> in which the customer selects an option and the ACD delivers it to the most appropriate agent to handle the interaction.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With all this, the remote secretary can devote time to other tasks of greater added value for the company.\u00a0 <\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Customer management software or CRM<\/span><\/h3>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Complementing the above, another tool for a remote secretary is a <\/span><b>CRM that can be integrated with call center software.\u00a0<\/b><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Like any member of the company, a secretary must be able to access updated customer information in order to <\/span><b>find the most appropriate agent in each case<\/b><span style=\"font-weight: 400;\">. In this sense, a <\/span><a href=\"https:\/\/fonvirtual.com\/en\/crm-cti-integration\/\"><span style=\"font-weight: 400;\">CRM connected to a communications platform<\/span><\/a><span style=\"font-weight: 400;\"> allows for functionalities such as the possibility of the customer&#8217;s file being automatically raised when the interaction is received, of modifying the customer&#8217;s data without having to leave the conversation&#8230;\u00a0<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">In addition, the <\/span><b>changes will be recorded in real time<\/b><span style=\"font-weight: 400;\">, so that any employee will be sure that he or she is consulting updated information. And all this from anywhere in the world and with any device.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Appointment management software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Appointment management is another of the main tasks of a secretary. However, finding a slot for each client, the need to continually write down appointments, managing cancellations, sending reminders&#8230; can become a <\/span><b>repetitive process and take your focus away from other actions<\/b><span style=\"font-weight: 400;\"> that may be more important.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fortunately, this can be easily automated by using an <\/span><a href=\"https:\/\/fonvirtual.com\/en\/blog\/automate-appointment-scheduling\/\"><span style=\"font-weight: 400;\">appointment management software <\/span><\/a><span style=\"font-weight: 400;\">connected to the call center. So, once, for example, the appointment with the customer has been confirmed, either by speaking directly with the secretary or with a virtual agent,<\/span><b> the system will automatically send confirmation of the appointment and subsequent reminders <\/b><span style=\"font-weight: 400;\">via voice call or instant messaging applications such as WhatsApp or Telegram.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Artificial Intelligence Systems<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Finally, it is important that a remote secretary <\/span><b>relies on the possibilities offered by Artificial Intelligence.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">As mentioned above, this position must meet a number of productivity and efficiency requirements. However, this is not always possible, as there may be <\/span><b>moments of high activity <\/b><span style=\"font-weight: 400;\">when the <\/span><a href=\"https:\/\/fonvirtual.com\/en\/conversational-ai\/\"><span style=\"font-weight: 400;\">conversational AI agent<\/span><\/a><span style=\"font-weight: 400;\">\u00a0 is overwhelmed and cannot pay adequate attention.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To prevent this from happening, in the event that the secretary is busy<\/span><b> attending another conversation<\/b><span style=\"font-weight: 400;\">, Conversational AI agents will take the calls and messages and ensure that clients are attended to from the beginning.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, these systems offer a great advantage: <\/span><b>their 24\/7 availability, 365 days a year<\/b><span style=\"font-weight: 400;\">. In this way, we can cover requests outside of business hours and ensure that customers can contact us whenever they need to.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">If you would like more information about any of these tools and systems, please do not hesitate to <\/span><a href=\"https:\/\/fonvirtual.com\/en\/blog-contact\/\"><span style=\"font-weight: 400;\">contact us<\/span><\/a><span style=\"font-weight: 400;\">. We will help you to implement them and choose the ones that best suit the characteristics of your company.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>New technologies have revolutionized the way companies work. For example, it is no longer necessary to be at a fixed location to attend to customers. This has led to the reinvention, not only of corporate processes, but also of traditional positions in any business, such as, for example, that of a secretary.\u00a0 In this sense, [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":23111,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[29],"tags":[],"class_list":["post-23107","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-call-center-cloud-technology"],"_wp_attached_file":null,"_wp_attachment_metadata":null,"_wp_attachment_image_alt":null,"_wp_page_template":null,"_wpgce_event_tracking_active":null,"_wpgce_event_tracking_code":null,"_wpgce_event_tracking_jquery_code":null,"_wpe_gce_active":null,"_wpe_gce_code":null,"_experiments_wp_code":null,"_wpgce_event_tracking_css_id":null,"_wpgce_event_tracking_css_class":null,"_yoast_wpseo_opengraph-title":null,"_yoast_wpseo_opengraph-description":null,"_yoast_wpseo_opengraph-image":null,"_yoast_wpseo_google-plus-title":null,"_yoast_wpseo_google-plus-description":null,"_yoast_wpseo_google-plus-image":null,"_wpgce_event_tracking_label":null,"_wpgce_event_tracking_action":null,"_wpgce_event_tracking_category":null,"_experiments_wp_active":null,"_oembed_416f6f269dd139bf4a841b01047e0919":null,"hreflang-es_es":null,"hreflang-en_gb":null,"_et_pb_predefined_layout":null,"_et_pb_layout_applicability":null,"notification_id":null,"dismissable":null,"location":null,"version":null,"viewed":null,"expiration":null,"plans":null,"_yoast_wpseo_meta-robots-noindex":null,"_yoast_wpseo_meta-robots-nofollow":null,"_menu_item_type":null,"_menu_item_menu_item_parent":null,"_menu_item_object_id":null,"_menu_item_object":null,"_menu_item_target":null,"_menu_item_classes":null,"_menu_item_xfn":null,"_menu_item_url":null,"_et_post_bg_color":"#ffffff","_et_post_bg_layout":"light","_et_pb_show_title":"on","_yoast_wpseo_primary_category":"29","_yoast_wpseo_opengraph-image-id":null,"_wp_attachment_backup_sizes":null,"_xmlsf_exclude":null,"_yoast_wpseo_canonical":null,"_et_pb_module_type":null,"_schema_categories":null,"_schema_type":null,"_schema_article_type":null,"_schema_post_types":null,"_schema_post_meta_box_enabled":null,"_schema_post_meta_box_title":null,"_schema_post_meta_box":null,"_schema_video_object_type":null,"_schema_audio_object_type":null,"_et_autogenerated_title":null,"_et_default":null,"_et_enabled":null,"_et_header_layout_id":null,"_et_header_layout_enabled":null,"_et_body_layout_id":null,"_et_body_layout_enabled":null,"_et_footer_layout_id":null,"_et_footer_layout_enabled":null,"_imagify_optimization_level":null,"_imagify_status":null,"_imagify_data":null,"_rocket_exclude_lazyload":null,"_rocket_exclude_lazyload_iframes":null,"_rocket_exclude_minify_css":null,"_rocket_exclude_minify_js":null,"_rocket_exclude_cdn":null,"_rocket_exclude_defer_all_js":null,"_rocket_exclude_delay_js":null,"_sc_disable_sc":null,"_sc_disable_admin":null,"_sc_editor":null,"_sc_allowed_devices":null,"yarpp_meta":{"yarpp_display_for_this_post":1},"_rocket_exclude_remove_unused_css":null,"_oembed_79f80bd7168b3189efa370edf193fbe6":null,"_et_pb_row_layout":null,"_et_use_on":null,"_et_pb_light_text_color":null,"_et_template":null,"_oembed_3106f03df1b49016f7fdca1c3ec6ce18":null,"_oembed_7477bcd2452b8f09f89fc3ecfc2f7346":null,"_megamenu":null,"perfmatters_exclude_minify_js":null,"perfmatters_exclude_lazy_loading":null,"_yoast_wpseo_twitter-title":null,"_yoast_wpseo_twitter-description":null,"_yoast_wpseo_twitter-image":null,"hreflang-fr":null,"hreflang-es_ar":null,"hreflang-fr_be":null,"hreflang-es_mx":null,"hreflang-en":null,"hreflang-fr_fr":null,"_wp_trash_meta_status":null,"_wp_trash_meta_time":null,"_edit_last":"24","_et_pb_page_layout":"et_right_sidebar","_et_pb_use_builder":"","_et_pb_old_content":"","_yoast_wpseo_focuskw":"remote secretary","_yoast_wpseo_title":"Communication tools that every remote secretary needs","_yoast_wpseo_metadesc":"We provide you with a list of communication tools every remote secretary should have. 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It is no longer necessary to be in a fixed position","author":{"@type":"Person","name":"Adminfon","url":"https:\/\/fonvirtual.com\/en\/blog\/author\/adminfon\/","image":{"@type":"ImageObject","url":"https:\/\/secure.gravatar.com\/avatar\/38780a4da6014197432b18a9d77d845a0856244fb797588c6fe8cfc8c50024ba?s=96&d=mm&r=g","height":96,"width":96}},"commentCount":0},"_schema_json_timestamp":"1776776354","_global_colors_info":null,"_et_builder_dynamic_assets_loading_attr_threshold":"4","_yoast_wpseo_wordproof_timestamp":"","_wp_desired_post_slug":null,"_et_theme_builder_marked_as_unused":null,"_monsterinsights_sitenote_active":null,"_xmlsf_image_attached":{"loc":"https:\/\/fonvirtual.com\/en\/wp-content\/uploads\/2022\/10\/software-secretaria-a-distancia.jpg","title":"software-secretaria-a-distancia","caption":""},"_et_dynamic_cached_shortcodes":["et_pb_column_inner","et_pb_social_media_follow_network","et_pb_post_content","et_pb_section","et_pb_column","et_pb_row_inner","et_pb_blog","et_pb_blurb","et_pb_comments","et_pb_image","et_pb_post_title","et_pb_social_media_follow","et_pb_text"],"_et_dynamic_cached_attributes":{"specialty":["on"],"social_network":["linkedin"],"font_icon":["&#xf879;||fa||900"],"background_enable_color":"off"},"_et_builder_module_features_cache":null,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Communication tools that every remote secretary needs<\/title>\n<meta name=\"description\" content=\"We provide you with a list of communication tools every remote secretary should have. 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