Vincere CRM Customisation and Process Optimisation

Our client, Thryve Talent, is a valued customer who has been using the Vincere CRM system for some time. 

Together we initially saw high levels of usage from their team. As we all know, old habits are sometimes hard to break, with our client gradually seeing creep back into old ways with the team carrying out tasks outside the CRM. This creep had resulted in a duplication of effort and reduced the standardised process the CRM promotes.

 By working outside of the CRM, the client began to see a drop in the levels and standards of reporting and less effective collaboration.

This experience is not unusual with any new system, but if identified quickly, as we did with our client, we can ensure the team can get back on track before these behaviours become embedded.

Project Overview

We are Syun Consulting. We are experienced specialists in delivering and optimising CRM solutions to the recruitment sector. We offer a personalised approach to each one of our varied clients, knowing full well that every recruitment business has diverse needs which will require different and innovative solutions to help them achieve their goals.

We specialise in taking off-the-shelf CRM products and customising and configuring them to suit each client’s exact needs, just as we did with Thryve and their Vincere CRM.  This flexible and tailor-made approach means that we are capable of collaborating with businesses from the first embryos of a project, through to implementation and on-going optimisation as the business changes and grows.

To solve our client’s concerns, we worked with them to identify areas where the processes could be improved and made more efficient by working with readily available technology.

To ensure we identified and prioritised the concerns, we undertook a process flow exercise from start to finish across teams working across both Contract and Permanent desks. This allowed both our team, and Thryve’s recruitment teams to clearly see where and how they could be utilising the Vincere CRM to the best effect for their own clients, applicants, and colleagues.

We obtained template content from our client to help develop the workflow more efficiently and create standardisation across their business to support this exercise.

This content was incorporated into the CRM workflow, alongside integrated third-party tools, which allowed them to plan for other scenarios and introduce multiple automation opportunities.

The Results

• Utilised technology to create a standardised process from qualifying a candidate or clients, prepping and closing placements.
• Enhanced CRM utilisation and saved time by creating standardised messaging across the business throughout the typical touchpoints within the workflow
• Improved quality of reporting outputs to allow for a direct correlation to be made between activity and performance.