Lots of recruiters are planning on updating / migrating their CRM this year – and to be fair it’s about time. So many of you have changed shape, size, offering – but your systems and processes have stayed the same. Social media is kicking butt and giving your clients great opportunities to give recruitment a go (isn’t it simply advertising, after all?) Before you step into the potential abyss of business change, have a think about what you need to achieve. Your CRM is a crucial element of your business (a little like – tenuous link – your heart.) Changing it needs thought and planning.

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Are you a recruitment manager / director or for your sins an IT bod supporting a recruitment firm? Be honest! Do you use all of the tech you have bought over the years…?

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We’re a bit excited – we are off to the Recruitment Technology Showcase event in London (courtesy of UK Recruiter and APSCo). Coming?

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I met with a Director of a Recruitment firm this week who used the term “option paralysis” to describe the world he fears that some of his consultants live in – hey have so many systems to choose from in their work, that progress can be slow or non-existent.
This really got me thinking. I am the first to get excited about the opportunities the new age of systems presents to the average recruiter, but he has a point!

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So, you’ve decided that your current software for managing your data (CRM / ATS) is ready for a kick up the butt! You may be wanting to upgrade your existing software, or migrate to a brand new system… STOP: are you about to simply move into a new house with all of your old stuff?

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I attended Louise’s event last year on recruiter CRM and systems and was part of the panel answering recruitment decision makers’ questions about recruitment tech. Louise has asked me to attend in May’s event and run a session on social media.

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I recently read an article entitled Leverage your CRM to its full potential. To say I loved it is an understatement. We work on all sorts of CRM projects and this article really “nailed it” for me. But as I always add my two-pennies worth, I thought I would here…

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I have recently been working with a client to help them roll out a new CRM solution to 150 users. Their goal? To help them work towards their company £goals and help transition their business into a national recruiter with a standardised methodology of working. All great stuff.

We have delivered the training to them, so I thought I would share my thoughts on how to train new tech into a business

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A large part of my day is spent helping clients find the most appropriate solution for their requirements – varying from ATS, CRM, funky tech to make them more organised and rich… This inevitably involves a number of demonstrations or as one of my clients recently called it: “a Beauty Parade of solutions”. These are a great way of looking at your options, but I have seen some go horribly wrong.

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Over the years I have worked with a lot of clients helping them with their business process software (CRM – Client Relationship Management / ATS – Applicant Tracking Systems) and I am often stumped at how little time businesses have taken to get it right – and how negative an impact this can have.

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