Recruiting CRM Software: What To Look For & Why You Need One

As a recruiting and staffing agency you want to win clients, place candidates efficiently and conveniently access information needed to make strategic decisions. A strong ATS (applicant tracking system) with a built in recruiting CRM software (customer relationship management) can assist greatly. There are many recruiting CRM features to look out for during the software selection process. Here we will discuss the benefits of working with a recruitment CRM and what features provide these benefits.

Aggregated, Organized and Accessible Information

With a strong recruiting CRM software an agency can aggregate all key client data in one place that is accessible anywhere (if the recruiting CRM is offered as SAAS, like CURA) and by any employee or department that needs access. All client information, contacts, notes, schedule items and documents can be stored within the system. A system that also offers an integration with your email service provider is efficient as any email communication will then also be stored within the recruitment CRM system.

The advanced search technology employed by most CRM systems (CURA included) allows users to find clients within their database through various criteria quickly and easily. This feature is highly beneficial in many situations but one example that jumps to mind is, an agency acquires a new star IT candidate in a certain location, they can then search the clients in their CRM database to promote the candidate based on similar experience and skills. With one click CURA users can email the client, or many if the search returns more than one result.

When evaluating systems inform yourself on importing data, you want the process to be straight forward so it will reduce time spent on data input. CURA offers a very simple to use input wizard as well as a data import tool that allows for custom mapping of data imported from .CSV files.

Stronger Client Relationships

When deciding on a recruitment CRM, agencies often desire one that allows for custom data fields and searchable notes. CURA offers a highly customizable CRM system, its users can create client and contact specific custom fields to gather information they feel will help them build strong, friendly relationships with leads and active clients. Within the notes section users can record details of their conversations so no detail is ever forgotten or over looked. With CURA’s Dynamic Scheduling feature, users can schedule various activities, set notifications, and send meeting invites to select individuals. These reminders function similarly to Outlook reminders making them familiar and easy to work with.

Increased Revenue

Implementing a recruitment CRM system can have a very positive affect on an agency’s revenue. Firstly for the simple reason of reducing data entry time. A good recruiting CRM will help you work more efficiently and keep the whole team more organized, leaving more time for client acquisition. Secondly, the strong lead relationships you are building due to the wealth of data you can store on their profiles will lead to proactive actions and help build long-term clients by helping you continually nurture relationships.

Data-Driven Decision Making

Big data is driving strategic decisions in businesses across all industries and it is no different in the world of staffing and recruiting. A strong CRM system will include analytics displayed on dashboard widgets and accessible through canned (pre-made) or Ad-Hoc reports (ideally both as CURA offers). These analytics allow users to make data-driven decisions. For example, through the CURA Opportunities by Sales Representative Widget users can view all opportunities with their projected revenue broken down by each sales person on the team. Managers can easily view projected revenue and determine which representatives are performing best, who may be available to handle a new lead, who may be the ideal person to take on a preferred lead and more. While through the Opportunities Comparison Widget CURA users can view all opportunities with the ability to filter them by which stage of the lead lifecycle they are in (lead, prospect, negotiations, etc.). CURA allows each stage to be linked to a probability of closing, therefore users can quickly see which leads have the best chance of becoming clients, all from the CRM dashboard. Lead lifecycle stages and probabilities are fully customizable in CURA.

The search for the best recruiting CRM can be a big undertaking, but if you keep the above points in mind you will be able to select one that is highly beneficial to your organization. Alternatively, your search can stop here, request a free live CURA demo today and let us show you these features in action.

You can view the original blog post here.

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Comment by Francisco Janes on July 16, 2015 at 6:30am

It is definitely worth having a look at TriSys Recruitment Software, the UK leader in recruitment software.

TriSys works within your web browser and is also available as a desktop application.

The system is 100% customisable, does all of the above and substantially more.


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