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Business Brokerage / M&A Ops
Forbes Rated Best Virtual Assistant CompanyA Managed Team That Runs Your Salesforce CRM Operations
A managed Stealth Agents team runs your Salesforce data entry, hygiene, and reporting, led by a dedicated project manager so your brokers sell instead of updating records.
- Dedicated project manager included
- Platform-fluent operators
- Same-week onboarding
- Flat per-operator model, no tiering
Deploy a Managed Salesforce TeamBuilt for RevOps Lead / Brokerage Operations Director · Same-week onboarding
Your best next hire, or your money back.
We stand behind every placement with our best-hire guarantee.
Hire 10+ year experienced executive assistants.
Every agent brings at least a decade of professional experience.
Industry-specific virtual assistants.
Matched to your field so they add value from day one.
Client Reviews
What Our Clients Say
★★★★★
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
CS
Chad Sublet
Business Owner
★★★★★
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
EG
Erika Giron
CEO, Horizon Pacific Staffing
★★★★★
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
AB
Alex Behrens
Client since Oct 2024
★★★★★
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
AW
Aisha Wonderfull
CEO, Publishing Startup
★★★★★
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
OH
Owen Hone
Multiple Hire Client
★★★★★
“Great communication, efficient and proactive assistant, visible business growth.”
SJ
Sarah Jacoby
Client
★★★★★
“The team learned my brand and goals and transformed my business. My dream team.”
MC
Martine Cadet
Client
★★★★★
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
CS
Chad Sublet
Business Owner
★★★★★
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
EG
Erika Giron
CEO, Horizon Pacific Staffing
★★★★★
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
AB
Alex Behrens
Client since Oct 2024
★★★★★
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
AW
Aisha Wonderfull
CEO, Publishing Startup
★★★★★
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
OH
Owen Hone
Multiple Hire Client
★★★★★
“Great communication, efficient and proactive assistant, visible business growth.”
SJ
Sarah Jacoby
Client
★★★★★
“The team learned my brand and goals and transformed my business. My dream team.”
MC
Martine Cadet
Client
★★★★★
“We especially appreciate how diligent and pleasant Evy is. True pros.”
RC
Rich Cochran
Client
★★★★★
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
GA
George Assi
2-Year Partner
★★★★★
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
LM
Lee Maasen
Business Owner
★★★★★
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
KC
Kevin Carabajal
Client
★★★★★
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
LS
Lynda Sunshine West
Client
★★★★★
“The easiest VA onboarding process. Communicative and helpful throughout.”
MJ
McKay Jaeckel
First-Time Hire
★★★★★
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
E
Evan
Long-Term Client
★★★★★
“We especially appreciate how diligent and pleasant Evy is. True pros.”
RC
Rich Cochran
Client
★★★★★
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
GA
George Assi
2-Year Partner
★★★★★
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
LM
Lee Maasen
Business Owner
★★★★★
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
KC
Kevin Carabajal
Client
★★★★★
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
LS
Lynda Sunshine West
Client
★★★★★
“The easiest VA onboarding process. Communicative and helpful throughout.”
MJ
McKay Jaeckel
First-Time Hire
★★★★★
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
E
Evan
Long-Term Client
Trusted By Over 2,000+ Businesses
4.7★
83 reviews
Trustpilot
4.8★
80 reviews
4.9★
51 reviews
BBB
5.0★
28 reviews
Scope of Work
What your Salesforce team handles
Stealth Agents deploys Salesforce-fluent operators who handle opportunity and contact data entry, keep records clean, and build the reports and dashboards your brokerage relies on. A dedicated project manager owns CRM data quality and reports to your operations leadership, so Salesforce reflects reality without pulling brokers into admin.
- Creating and updating opportunities, stages, and amounts in Salesforce
- Logging calls, emails, and tasks against the right records
- Contact and account de-duplication and field completion
- List imports, field mapping, and bulk record updates
- Building and refreshing reports and dashboards
- Data validation against your required-field and formatting rules
- Lead assignment, routing, and status updates
- Cleaning up stale records and reconciling data across objects
Why Teams Bring Us In
The bottlenecks inside Salesforce
Opportunity Data Entry
Creating opportunities, updating stages and amounts, and logging activity in Salesforce is constant manual work that brokers skip when they are busy closing.
Contact And Account Hygiene
Duplicate contacts, missing fields, and outdated account details pile up fast, and a messy CRM undermines every report built on top of it.
Report And Dashboard Demand
Leadership wants pipeline, activity, and forecast reports, but building and refreshing them in Salesforce takes time nobody on the team has.
Data Imports And Cleanup
List imports, field mapping, and bulk updates are error-prone and tedious, and a bad import can corrupt records across the org.
The Managed Model
Output and oversight, without managing anyone
A dedicated project manager per client
One Stealth Agents project manager runs your team day to day, owning quality, coverage, and SLAs. Your operations leaders stay in control without managing individuals.
Scale the team, not the pricing model
Start with one Salesforce operator and scale to a team as your org grows, a flat, per-operator model with no tiering. A dedicated Stealth Agents project manager runs the team, owns CRM data-quality standards, and reports to your operations leadership.
Capabilities
What a managed team delivers
Opportunity And Activity Management
Keep opportunities, stages, amounts, and logged activity current in Salesforce so the pipeline reflects what brokers are actually working.
Contact And Account Hygiene
De-duplicate contacts, complete missing fields, and standardize accounts so records stay clean and reportable.
Report And Dashboard Building
Build and refresh the pipeline, activity, and forecast reports your leadership reviews so they always have current numbers.
Data Import And Bulk Updates
Handle list imports, field mapping, and bulk updates carefully so new data lands clean without corrupting the org.
Lead Routing And Status Upkeep
Assign, route, and update leads so nothing stalls in an inbox and every record has a clear next step.
15-25 hrs
Reclaimed Per Week
CRM data entry and reporting returned to your brokers.
Dedicated PM
On Every Engagement
A Stealth Agents project manager owns data-quality rules, report accuracy, and coverage so you manage outcomes, not people.
Permission-scoped
Access
Operators work with only the profile and permissions each workflow requires, so sensitive fields stay restricted.
FAQ
Salesforce operations, answered
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