Customer Relationship Management Software Solutions by SmartSearch

Customer Relationship Management (CRM)

How Recruiters Can Successfully Implement CRM Software

Build your brand with a CRM designed for recruiting professionals

Recruitment CRM Solutions for Staffing Professionals

Recruitment CRMS (Customer Relationship Management Systems) are software applications customized for companies specializing in corporate recruitment, recruiting services, and executive recruitment services to effectively manage sales, marketing, and client communications.   

These systems create a decisive competitive advantage for recruiting professionals by automating critical tasks and ensuring follow-up by internal team members at scale, from prospects and clients to referral partners.  The right recruitment CRM allows users to market to new candidates, clients, and prospects creating better engagements, meeting compliance regulations, and connecting all the technology needed to recruit top talent.   

This Article Covers:

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How Does a Recruitment CRM Work?

A recruitment CRM works by taking the many manual processes involved in sourcing and hiring candidates and creating a digital process that streamlines the repetitive tasks to increase the efficiency of your team’s recruitment performance.   

Once this digital process is customized to your team’s specific needs, a recruitment CRM gives you access to an expansive database of talented candidates that can be accessed at any time, in any place, from one centralized location.   

Some recruitment CRM software solutions take this a step further by equipping users with customizable dashboards, analytics tools, and scheduled reports.  These visual tools can help your team evaluate and improve the recruiting process.   

The key to successfully implementing a recruitment CRM or any software solution is to ensure that you have a clear overview of the different processes for your business.  This ensures that you can choose the solution that meets your needs.   

How Does a Recruitment CRM Aid Professional Recruiters?

Professional recruiters use recruitment CRM software to evaluate business development efforts in sales, marketing, and corporate communications.   

The most successful recruitment firms use their recruitment CRM to store and manage important client and candidate information, including their history of interactions, necessary follow-up tasks, and topics of interest that drive sales productivity. 

By adequately managing this information in the CRM designed for your recruitment team, companies can properly track and improve the process for future candidates and clients.    

Looking For An ATS With A CRM Built In?

SmartSearch is an easy-to-use platform for recruiting and hiring professionals looking to combine their ATS, CRM, & VMS in one system. 

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How Does a Recruitment CRM Aid Corporate Recruiters?

The most significant benefit a recruitment CRM provides to recruiters who work as a part of a larger corporation is that it can quicken the pace of the recruitment process.  From contacting applicants, scheduling interviews, and submitting candidate profiles to hiring managers, the right relationship management system streamlines and tracks communications actively.   

With this tracking in place, the entire hiring and onboarding process is visible to approved team members providing the necessary information when evaluating updates and changes to the company’s current approach.     

How to Choose the Right Recruitment CRM

Before you select a recruiting CRM, it is essential that you review and audit the details of your current recruiting, onboarding, marketing, and sales processes.  By taking the time to assess these processes, you can effectively evaluate the many different software solutions available in the market.  

Whether you currently use a manual or digital process, keep the following requirements in mind: 

  •         Growth Capabilities
  •         System Connectivity
  •         Education and Support
  •         Compliance 

Growth Capabilities: Although you or other business members may set well-thought goals created from up-to-date metrics, change is inevitable.  When assessing your current situation and goals for your chosen CRM, ensuring that the solution is committed to consistent improvement is vital, with a track record that supports this commitment.  

System Connectivity: A CRM is often the primary system of record for tracking and understanding the first interactions with a client or candidate.  As a result, your CRM needs to provide dynamic connections with all other software in your HR tech stack. Usually, this will occur through an open API connection that automatically passes approved data between these systems.   

Education & Support:  While positive change should be constant within any software system, it is equally vital that these systems provide adequate education and support to their users.  When evaluating systems, make sure they provide a learning platform to train current and future employees.   

Compliance: Corporate communications are regulated and governed differently from each state to each country.  Modern recruiting CRMs are built to help mitigate risks associated with evolving laws across the globe.    

What Are the Essential Functions of a Top Recruiting CRM?

Many recruitment CRM SaaS solutions are available for hiring professionals, making selecting the right answer even more difficult.  Fortunately, not all solution providers have these necessary functions built in.   

Lead Source Tracking:

Properly identifying the source of your candidates and clients is one of the most critical functions of a CRM.  This functionality allows marketers to choose the highest-performing channels and build better advertising budgets.  

Data Security:

Recruiting professionals deal with confidential information, which is why top CRM solutions provide several security capabilities and services to increase privacy and control network access.  

Reporting:

From an applicant’s personal information to the data points associated with the ideal candidate, the right CRM system will efficiently collect all information during the recruiting and staffing process that can be viewed and exported by approved team members. 

Automated Workflows:

From an engagement perspective, automated communications work to ensure that each candidate and client receives the best experience possible.   

Branding:

Building brand recognition is critical when looking to track the best candidates.  The right CRM solution ensures that your brand takes center stage from the start of the customer journey.  

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Which Systems need to Integrate with Your Recruiting CRM?

While modern recruitment CRMs optimize and automate communications, they are only as good as the systems they integrate with.  Without the right integrations, system automation that help marketing and sales can cause issues for other team members if not integrated correctly.   

To avoid these issues, professionals should consider integrations with the following systems:  

Applicant Tracking Systems:

An Applicant Tracking System (ATS) is a software solution built to assist with human resources, recruitment, and hiring needs.  Combining the capabilities of an ATS with a CRM built for recruiters builds up the automation of email, social, and other digital communications.   

Social Engagement:

While some CRM platforms have social engagement functionality built in.  Building proper integrations between social media platforms and your recruitment CRM system allows recruiters to broaden their reach when hiring top candidates. 

Payroll: 

Payroll software automates the process of managing employee wages and tax deductions.  It is also used for tracking time off and benefits, creating an accessible portal for employees to manage their information.  Integrating payroll software with your CRM & ATS optimizes the onboarding process.  

Accounting:  

Accounting software is one of the primary pillars of any business’s tech stack, tracking cash flow, purchase orders, budgets, and other financial statements.  Integrating these systems with your CRM helps automate financial management by eliminating the transfer of paper statements.  

LMS Software:

Learning Management Systems (LMS) are designed to support the learning and development of different skills and subjects.  Integrating LMS and CRM systems helps build a better onboarding and employee retention solution.    

VMS Software:  

Vendor Management Systems help organizations manage their relationships with third-party contractors.  These solutions facilitate the contracting and management of these third-party relationships to deliver proper evaluations.  Integrating VMS software with CRM solutions helps create a better system for communicating with temporary and contract employees.  

Event Management Software:

Digital webinars and live recruiting events to remain an essential marketing tool for recruiting companies.  As such, your recruiting CRM will need to have connectivity with different event software.  

SMS Texting:

SMS Messaging or Texting software sends bulk or single automated communications to a contact’s cell phone.  By integrating this software solution with your CRM, recruiters can schedule message delivery, analyze response rates, and maintain their contact database.  

E-Signature & Document Management:

Digital Signature Software or E-Signature Software provides a secure portal for capturing signatures through cryptography, helping verify signatures throughout the document-singing process.  Building this integration with your Customer Relationship Management Software and document management software helps speed up the hiring process.  

Ready To Build the Recruiting Tech Stack of Your Dreams?  

Who Are the Top 5 Global CRM Platforms for Recruiters?

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SmartSearch

SmartSearch is a complete, agile software solution that brings powerful candidate sourcing and collaboration tools to your talent acquisition efforts.  For over 35 years, SmartSearch has been a global leader in ATS solutions for corporate and independent recruiting professionals combining ATS, CRM, Data Management, VMS, E-Signature, and Onboarding solutions into one platform.  

HubSpot CRM

With HubSpot CRM, all your marketing tools and data are on one easy-to-use, robust platform. You’ll save valuable time and get all the context you need to provide a personalized experience that attracts and converts the right customers at scale. When using the full CRM platform, marketers can achieve unparalleled alignment with sales to prove ROI and validate investments.

Salesforce

Salesforce makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM that is easy to use, set up, and maintain anywhere, knowing they have the tools they need to collaborate and stay connected to customers.

Zoho CRM

Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics.

PCRecruiter

PCRecruiter’s multi-purpose record grouping system, called Rollup Lists, enables highly effective recruiting CRM. You can place Names, Organizations/Departments, or Jobs on one or many Rollup Lists for profound control of large amounts of data, and for managing tasks.  

Why Use a Recruitment CRM?

CRM tools are designed to automatically manage how you communicate with everyone, from clients to prospects and team members.   A CRM system can go a step further for professional recruiters by sending proactive messages and broadcasting new job opportunities to increase your reach and talent pool.   

With the mobile-optimized user experience provided by SmartSearch, recruiters can easily manage their day from the comfort of their mobile devicesWant to learn how?  CLICK HERE.