Here at Barclay Jones I am super busy helping recruiters review and update their recruitment software, which emphasises our belief that 2015 is the year of the CRM!
Interestingly though, most of the recruitment leaders I come across are never likely to actually interact daily with the system they are investing in – and this can cause issues.
For many of you a recruitment software demo will be the first chance for you to cast your eye over and assess the many rec tech products out there. I have sat through a lot of recruitment software demonstrations both online and face to face with clients. I wanted to share some tips on how to get the most out of this process, invest your precious time wisely and to prevent a mis-purchase.
There are a huge number of Recruitment specific CRM systems out there so it is inevitable that as part of your selection process you will look at demoing perhaps up to 10 CRM systems. Give yourself a strict deadline for the demonstration phase and stick to it. Produce and distribute an agenda to everyone involved detailing exactly what you want covering off in your session. Finally create a feedback form based on your requirements and get all attendees (discussed below) to complete after each demo so you have a structured review document that you can refer back to. The last thing you want is to go through all of the demonstrations and then realise you can’t even remember which system did what! It soon becomes a blur of buttons / cloud / dashboards / parsing…
Assemble Your Team
Ultimately you’re the one who will be signing off the purchase for this CRM so you should of course be involved in the process. In reality though, will you be using the system yourself? Assemble a team of users from across your business who will use the crm system on a daily basis. Their input will help to drive out the business requirements which will form the basis of your decision process when reviewing the demos. It will also help with the change management piece also getting users involved from the outset. (Health warning – keep the group “tight” – too many cooks can really create project creep and prolong this important phase.)
The Demo Itself
The time has come, you’ve assembled your team of reviewers and have a clear understanding of what you want your shiny new CRM to do. Now is the chance to see the system in action and measure it against your requirements. Most of the sales people I work with are really passionate about their recruitment software and want to take you on the test drive of your life. Make sure that the demonstration is about you and your business needs. Use your agenda to focus the demonstration on the features and functionality which are of benefit to you and not just the features the sales person wants to show you.
Something to think about though: you may no longer be the expert on recruitment process. Times have changed, software is light years ahead of the last purchase you made, candidates and clients think and behave differently. So be sure to let the sales teams show you their tricks and judge the software on how it could transform your business for the better, not just update your server tech!
After the demo make sure feedback is gathered quickly. You will no doubt have a number of demos to come so getting your feedback completed early will avoid any confusion at a later date. If there were any questions raised, make sure these are documented and followed up with the Supplier. Get a copy of their roadmap so you can see any possible future developments planned which may resolve any concerns or lack of features. For many of you this may be the first time you have looked at a new CRM system for a number of years.