This year is the year for recruiters to be more effective, more organised, have cleaner data, and more engaged clients and candidates. We love Bullhorn Automation (AKA Herefish). It's been a fantastic tool to help our clients speedily reboot their sales and recruitment processes. For Bullhorn Automation, as with all recruitment automations, you need to ensure the right criteria is pulled into your automations so that it does a lot of your heavy lifting.
What are my tips to nail this so you can focus on the “good stuff” – candidate and client management and sales?
A Great Tip for Ensuring Your Bullhorn Automations Work
Bullhorn Automation lists control which data you “attack” and clean / nudge / change / delete / automate. As an example, the Contact Advanced Search is one of my favourite ways to design a list (and make sure that I get it right).
The recruitment businesses I train on Bullhorn Automation always find this tip really useful. It’s an easy way to experiment with your search criteria and in a safe environment.
Do you want to ensure that you nail your lists the first time? (Of course you do!)
Do you need a speedy way to use Boolean symbols to get the right results?
Do you want an easy way to check the results?
Let me show you how to:
Save time in Bullhorn Automation by quickly creating and then testing your search criteria
Save your Bullhorn data as a list to get your recruitment automations up and running
Use Bullhorn Automation with speed so you can help your recruiters get on the phone
Richard Caldicott, Henderson Scott. We wanted to learn about Bullhorn Automation and how it could be used to benefit Henderson Scott. We knew that we wanted to automate and remove laborious admin from the team, so they could focus more on sales, and we knew that we needed more than just Bullhorn Automation (AKA Herefish) Training.
Watch Our Bullhorn Automation (AKA Herefish) Tip on Nailing Your Search Lists
Talking of Recruiters Getting More Automated!...
Could you improve your speed and thus have more time to bill? What could you do with an extra 30 days a year?
Our high intensity interval training - Recruitment HIIT- helps recruiters source, convert quicker, and develop healthy pipelines. We aim to save every recruiter and resourcer at least 1 hour per day (6 working weeks a year) - more billing time, more fees!
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How to Make Money from Your Recruitment CRM: The Data + Systems + People Model
Recruiters and recruitment marketers—if you want to drive this year with a sales-led strategy and start monetising your recruitment CRM, read on.💡CRM used effectively = 29% more productivity. But how do you actually do that?Are You Making or Wasting Money with Your CRM?Do you want to make money from your recruitment database, or just pay for it?Do you want your marketers generating leads, not just blogs and events?Do you want your recruiters consulting, and placing more, not just sourcing and wasting time on LinkedIn and job boards?All recruitment tech has one thing in common: what you put in determines what you get out. And right now, recruitment leaders are asking:How do I boost my recruiters’ placement rates?How do I get them off LinkedIn and onto our CRM and back on the phone?How can marketing generate leads that sales actually use?How do I turn our website and automation into money-makers?How can AI and automation drive growth?The answer? A simple but powerful focus on Data, Systems, and People.1. Data = Wealth💸Yes, people are valuable assets. But your data is what clients and candidates are actually buying. It fuels your pipeline—or clogs it.Too often, recruiters have too much data. They keep sourcing more, creating a FOMO-fuelled vicious cycle that kills productivity and profit. Instead of creating more, you need to work your existing data better. (Check out my "dig up stupid" data model below.)2. Systems = Speed + Scale🏃♂️➡️For years, I’ve said “Be CRM-first" or Bullhorn 1st. Finally, recruitment leaders are getting this concept.I've often said "too many systems and not enough process". That’s changing, with automation and AI now helping recruiters get more from the data they already own.Today’s recruitment software can guide your process instead of turning recruiters into co-ordinators and admins. But that only works if you have a systemised approach and use automation strategically.3. People = Process in Action💪Here’s the harsh truth: untrained recruiters = lost fees. PEBKAC is still an issue. Often, the problem exists between and chair and the keyboard.With 2/3 of workers leaving due to lack of training, this is a red flag for your bottom line. The average 10-person recruitment agency loses $€£10k when a recruiter leaves.Too many agencies rely on a one-time “go live” for systems and then leave it. But without ongoing, embedded training, recruiters forget, systems stagnate or change, and process breaks down.💡Your Fix? Connect the DotsData, systems, and people don’t work in silos. You need a joined-up recruitment process that allows your recruiters to consult—not just click.Data: Look again at the graphic above. Have you identified and are working your green and amber data, or are your recruiters drowning in FOMO and wasting time sourcing even more data? System/Process: But do you have a system (and process) for working your green and amber? Is your green and amber ready for automation and AI?People: What training are you giving your recruiters to effectively use your data and Recruitment CRM / systems so that they can make money rather than just administrate / co-ordinate?This is exactly why we deliver money-making Bullhorn RoI projects, Automation strategies, and have created Recruitment HIIT—an on-demand platform built to weaponise Bullhorn, LinkedIn, and your systems to drive placements and productivity.💥 Stop blowing cash. Start building profit—with the recruitment data, tech, and team you already have.BOOK A CALL TO CHAT ABOUT HOW TO DO MORE WITH WHAT YOU HAVE
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Bullhorn Tip - Organisation Charts for Smart Account Management
We have a smart account management (and BD) 1-minute tip to use Bullhorn to drive and secure your sales pipeline.Plus, if you have automation, it will enable a turbo-boosted approach to networking and driving a more efficient and profitable desk.📌Organise Your Real and Ideal ContactsBullhorn's company organisational charts feature allows you to map out your clients, real and prospect, so you can:Network the organisation not just the contact - it's risky when you have just 1 relationship. People move about a lot!Create battle plans to drive more sales. Who else can you get jobs from?Thus opening up new opportunities and securing your relationships. What a cute recruitment tip and Bullhorn tip!!Watch this 1-minute Bullhorn tip - then log in to Bullhorn and check each of your key accounts - have you mapped them fully so you're managing the account and not just the contact?Plus, your prospects - how mapped are they? Have you exploited the organisational charts feature to help with BD? Watch Our 1-Minute Bullhorn Tip to Help You Map Your ContactsNeed more LinkedIn / Bullhorn / Automation / Recruitment Tips? Try our 1-minute tips.Be sure to sign up for (or watch the recordings of) our regular free Bullhorn and Automation webinars.CHECK OUT OUR WEBINARSBullhorn ROI + Trained Happy Recruiters = More SalesWe pride ourselves on helping recruitment leaders achieve Bullhorn ROI. We create a Bullhorn1st vision, reduce the need for other tech, optimise Bullhorn, automate their sales-prevention processes and data, and train recruiters to trust it and use it.ARRANGE A FREE CONSULTATION NOW
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