Do more with less: strategies to get more from your recruitment CRM

Kamal Ladwa for Vincere (webinar)

In this webinar for Vincere customers, Kamal looks at how to get more from a recruitment CRM you already have. Drawing on his work with recruitment businesses, he covers data quality, user adoption and some more advanced features, then answers questions from the audience. It was recorded in early 2023, so a few references, such as ChatGPT, reflect that point in time.

Chapters

1. 0:53Welcome and introductions
2. 2:21Kamal's background and the agenda
3. 6:27Cleaning up contact data
4. 8:20Why bad email data is a risk
5. 10:05Enriching candidate data
6. 11:10Using ChatGPT with candidate data
7. 12:36Driving CRM adoption
8. 13:24Settings, layouts and messaging templates
9. 15:37Workflow data points and metrics
10. 18:05Managing business development with Deals
11. 19:42Using tags properly
12. 23:33Summary and key actions
13. 24:37Audience Q&A

What Kamal covers

• Why data quality decides whether people trust the CRM, and how contacts who have moved company and invalid email addresses create noise and put your email domain's reputation at risk
• Why LinkedIn imports without a verified email address are of limited use
• Enriching candidate records with missing detail, and an early look at using ChatGPT with that data to produce profile summaries and email sequences
• Driving adoption: reviewing out of the box settings, tailoring fields and layouts to your business and building messaging templates into the workflow
• Mapping the data you need at each workflow stage and the metrics you want to report on, so interviews and offers are recorded in the CRM
• Using Vincere's Deals feature to manage business development with visibility and forecasting
• Tagging properly: sharper searches, auto matching, segmentation, compliance and onboarding requirements, and automated actions, without creating admin for consultants
• Audience questions on ChatGPT and Deals

Who this is for

Recruitment agency owners and operations leads who already have a CRM and want more from it, particularly where data quality, adoption or segmentation are holding it back.