10 Best Practices in Recruitment CRM

10 Recruitment CRM Best Practices

A recruitment customer relationship management or CRM is now an integral part of ensuring business success. More than ever, customer satisfaction is becoming highly regarded.

When you keep your customers happy, it establishes brand loyalty and retention by as much as 27%. Since both positively affect a company’s profitability, utilizing the tool has become a widely-used management strategy. Even just a 5% increase in customer retention can boost revenue by up to 95%!

With recruitment CRM, you can provide value to your target market by always keeping them engaged and informed throughout the whole sales funnel. In turn, it builds trust and credibility which leads to more projects and more clients; bolstering company success in a much scalable way.

Using it might be simple, but it’s still important to keep in mind these 10 best practices to fully maximize your software.

1. Set your goals and objectives

Everything starts with a vision. Be sure to take the time to sit down with your team and plan a road map for your company. The more specific it is, the better. What does your company want to achieve for 2021? How are you going to do it? Who will be in charge of which project?

There are many things to iron. However, determining such items and giving everyone a clear picture of where your company wants to go will surely motivate the team to do their best to actualize it.

And don’t worry about changes. All of these won’t be set on stone as there are bound to be unexpected twists or trends that will give you a little detour from time to time.

2. Get all the customer details right and complete

Recruitment CRM is one giant customer database. It has everything you might need to convert leads efficiently from profiles to status progress to email threads and more. All you have to do is input relevant information about your clients.

The beauty of the software is that you don’t have to do these manually. With just a few clicks, you can register customer information easily. 

This is relevant because you can leverage client data and attend to their needs better in the succeeding steps.

3. Make sure everything is cloud-based

When you’re choosing a recruitment CRM, make sure it’s cloud-based. You must be able to store all information online and access them anytime and anywhere. This way, you won’t miss out on anything important.

Everything that you input is also updated in real-time, so there’s no delay in relaying or tracking information whenever required.

With people on the go all the time (going to meetings, work travels, etc.), it’s crucial to be ready with your data at all times.

4. Update and monitor progress daily

Recruitment CRM doesn’t do the job for you. It helps simplify the work process with its smart features.

To that end, you have to update progress religiously. Whenever a customer advances on the pipeline, it’s mandatory you bring the CRM up-to-date, so you have a clear idea of where you’re at and what you have to do.

Additionally, it also lets involved parties be on the same page and know what’s happening at all times. That’s handy because it saves the team some time in asking. They just have to look at the centralized information on the CRM.

5. Automate tasks as much as possible

Leverage the usefulness of recruitment CRM and make sure to automate tasks as much as possible. The beauty of the software lies in the fact that you can make work efficiently, but you have to use it well.

For example, some recruitment CRM allows users to schedule email or activity reminders. This is useful because it can give you more time to be productive and shift your focus on other urgent projects.

6. Keep communication transparent and consistent

Some software also has an integrated communication interface where they can connect their Google account, Outlook account, and more directly. This is a helpful and quick way to keep your customers posted on what’s happening without the use of any third-party software.

To add to that, all of these are auto-synced which are stored automatically within the system– allowing relevant team members to have access to it both for transparency and coordination.

This will also prevent reaching out twice or double sending information over to the same customer. It avoids any confusion and equips users precision and professionalism needed to impress.

7. Learn from analytics

Looking at your pipeline can give you more information than what you might think. Looking beyond what’s obvious, you can take the time to analyze every customer data, progress, and even recruiter’s progress!

With all these into consideration, it can give you valuable insights into what works and what doesn’t. The trick is to be observant so you can modify your approaches as needed.

8. Watch out for trends

Being able to develop and modify business operations takes a lot of research and accrued experience. These learnings might be firsthand or from other people, so be sure to read a lot of sources and research.

Watch out for any trends or potential trends that you can apply to your business and help boost sales and more.

9. Train staff

Your recruiters are the arms and legs of the business. They’re your mobilizers to ensure your business is going somewhere. That said, you have to make sure that you train them and equip them with the right skills to allow them to conduct their work properly.

These can be internal team buildings, attending seminars, joining workshops, etc. Reinforce your staff, and you’ll see fruitful results. 

Ensuring their employee satisfaction and retention is just as important as keeping your customers pleased. This is an overlooked aspect that most management doesn’t value. It will give your recruiters the drive and motivation to move forward. 

10. Invest in a scalable recruitment CRM

A good recruitment CRM is an investment. With its automation and smart features, rest assured that it’s going to be helpful for your business in the long run.

On that note, you have to consider the growth of your business. Your recruitment CRM must be scalable and still be able to efficiently support your operations as you land more recruiters and more customers.

The tool must have the necessary features and capacity to adjust accordingly and propel company growth in the foreseeable future.

If you need a recruitment CRM that will guide you through all these best practices, Manatal would be your best choice. Its various functionalities and dual ATS solutions make it an all-around HR solution for your business.

Click here to read more of our insights on recruitment and HR technology, or here to explore our 14-day free trial.

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