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Totum Partners - Adapt CRM Training

Totum Partners - Adapt CRM Training logo

Our Adapt Training Helped Totum Use Adapt More Effectively...

Totum Partners are an executive recruitment business based in London who specialise in placing mid-senior level talent into the legal profession.

They upgraded to the current version of Adapt recruitment CRM from an older product, Adapt V9. With their Go-Live date approaching, they required all members of staff to be fully trained on the new recruitment CRM so they could ensure speedy recruitment process and ROI. Without a well-delivered recruitment training plan, they knew that their team wouldn’t have been able to service their legal clients and source their candidates effectively.

We delivered new user Adapt Training to 16 recruitment consultants. We studied their current usage and advised on what changes needed to be made – this helped us create bespoke CRM training workshops.

Our Adapt recruitment CRM training has allowed them to maximise the full range of features within their system. Areas we covered on the training included managing data, searching, task management and job workflow. They are now using Studios to manage their workloads, managing lead conversions and Outlook add-in to help with compliance).

The goal of the Adapt training was to improve recruiter effectiveness whilst ensuring the business could make a stress-free transition from their old Adapt system to the new.

Our Recruiters Are Now Engaging Better with Adapt...

Catherine Young, Totum Partners

We were going live with an updated version of Adapt and were keen to ensure that the recruiters hit the ground running with the new recruitment CRM. We wanted to reduce reliance on Outlook, and also improve data and reporting, so erecruit (Bond International Software) recommended that we work with Barclay Jones.

Barclay Jones worked really well with our team, I really haven’t ever seen everyone so engaged with our Adapt systems before; I couldn’t have asked for a better trainer for the job. They ‘held our hands’ throughout the change.

The impact of our Adapt training? Very happy managers and recruiters. Their feedback included:

Their enthusiasm and patience was incredibly welcomed within our group – we came away with a very good understanding of how the new system works but also how it will work for us as a business.