Chapter one: Defining a recruitment CRM
If youʼve been using spreadsheets or a rolodex up until this point, then youʼre probably wondering, what is a recruitment CRM? How does it work? What kind of features does it have? Well, donʼt worry, keep reading and weʼll explain everything that you need to know.
What is a recruitment CRM?
A recruitment CRM, short for Customer Relationship Management software, is a specialised tool esigned to help businesses streamline their entire recruitment process. It goes beyond a traditional CRM by offering features tailored specifically to the needs of recruiters and talent acquisition professionals.
Usually accessible via on-premise software or cloud-based software, it holds all the necessary customer data needed to run your temporary agency smoothly, keeping your team, clients, and candidates happy.
The must-have features for your recruitment CRM
1. Candidate management
Store candidate information, track applications, and organise temporary candidate profiles efficiently.
PrimePRO offers a user-friendly candidate registration process, which includes features for collecting candidate details, compliance, references, and what their skill is.
2. Diary dashboard
Schedule bookings, set reminders, and keep everyone synced with a centralised calendar. No more missed placements or double-booked candidates.
PrimePRO features a user-friendly, comprehensive dashboard with areas for follow-ups, compliance, SMS replies, bookings, references, and candidate registrations so you can keep track of any elements of your temp agency on one screen.
3. Comply with regulations
Industry regulations can change day to day, so you can stay on top of the latest regulations with built-in compliance features that are easily editable to your needs.
PrimePRO knows that youʼll need to adapt your onboarding processes in line with the latest compliance, so youʼll be glad to know that any requirements can be easily changeable before sharing with a candidate
4. Analytics and Reporting
Analytics and reporting features are essential when it comes to analysing how you can improve your service for future candidates or clients, making data-driven decisions for the better.
Youʼll never feel out of the loop again with a central dashboard that keeps track of your upcoming bookings and essential metrics, enabling the tracking of follow-up phone calls, compliance, and other critical KPIs. PrimePRO also offers financial management and reporting, ideal for analysing details like cost of sales, sales, national insurance, pensions, and average percentage markup.
5. Right-to-work integration
A right-to-work integration can come in handy when your team is low on time and candidates canʼt travel to you to get their documents checked.
PrimePROʼs software integrates a right-to-work process, facilitating the uploading of identification documents that helps to streamline the onboarding process. TrustID integration is available for a fee.
6. Timesheet and payroll management
Streamline your administrative tasks with integrated timesheet and payroll functionality. Eliminate manual calculations and save valuable time.
To streamline your workflow and boost efficiency, an integrated solution like PrimePRO and PrimePAY could be the answer to your troubles.
PrimePRO and PrimePAY offers seamless timesheet management, and invoice generation, allowing you to effortlessly track employee hours and expenses within the platform. This eliminates the need for manual data entry, minimising errors and saving valuable time.
For an extra layer of control, PrimePRO provides a dedicated portal where you can easily review and approve timesheets and invoices. This ensures accuracy and timeliness, allowing you to focus on building strong client and candidate relationships.
7. Portal for clientsʼ website
Empower your clients with a dedicated portal on your website for candidate management that they can easily access. Reduce manual invitations and improve communication.
8. Workflow automation
There is no need to spend a ridiculous amount of time on the same task over and over again.
Automate repetitive tasks like follow-ups, bookings, and email or text confirmations within PrimePRO for the ultimate workflow revolution.
9. Communication tools
Get on the same page faster, with communication tools that enable you to reach your candidates and clients efficiently.
With PrimePRO, temporary recruitment agencies can provide their clients with a portal on their websites for candidate management, reducing the need for manual candidate invitations
10. Web-based accessibility
Web-based accessibility ensures that your CRM can be managed from anywhere, anytime, avoiding clunky old tech and embracing a seamless, modern experience.
Not all CRMs are accessible from the web, but PrimePRO only wants the best for their customers.
Chapter two: The impact of an innovative recruitment CRM
Youʼre probably now thinking “OK that sounds great, but how does this impact my business?
Well, it turns out a recruitment CRM software is not just all about flashy features, but does have groundbreaking results for your agency
Wondering how? Keep scrolling!
Game-changing benefits of a CRM for your temp agency
1. Enhanced productivity
With all those automated features, you can say goodbye to manual time-consuming tasks and say hello to a streamlined workflow that allows for compliance management, meeting targets, and making bookings quicker to grow your agency. Freeing up your time for building relationships and finding the
perfect candidates.
2. Better candidates, long-term clients
An effective CRM means you can be more choosy when it comes to recruiting temp staff for your clients. Youʼre able to compare and understand results from data-driven insights more effectively, resulting in the client coming back to you again and again for their recruiting needs.
3. Compliance and Security
Breathe easy knowing you’re not only meeting all the latest industry regulations by following the relevant compliance in your industry but also meeting data security standards. Focus on your business, not legal worries.
Your candidates will be right for the job, meaning youʼll avoid fines and a poor reputation. Youʼll maintain a compliant modern database, avoiding time-consuming and confusing spreadsheets.
4. Improved candidate experience
Being able to attract top talent and help them feel confident in your services goes a long way, creating a positive brand image and helping you stand out from the competition.
5. Happy team, effective agency
Streamlined workflows translate to happy teams. Less time on admin tasks translates to more time building relationships and closing deals.
Chapter three: Implementing your temporary recruitment CRM
Want to think, plan, and recruit smarter?
Planning & execution are key to a successful recruitment CRM rollout. This final section will define a step-by-step guide to choosing the right CRM for your agency.
A guide for temporary recruitment agencies
1. Evaluate your needs
What are your biggest challenges? What processes can be improved? Before exploring options and making a decision, itʼs important to take a deep dive into your agency’s unique needs and pain points.
2. Research the market
Thereʼs no need to jump at the first option. Make sure to schedule demos with different providers to get a feel for the interface, and compare their features, pricing, and industry expertise. Always come prepped with questions that are relevant to your business.
3. Get to know the CRM provider’s team
Remember, youʼre not just investing in the software but the team of people behind it. Youʼll want to make sure that the customer support team is easily reachable, friendly, and experts at what they do.
4. Training and onboarding
Supportive and smooth onboarding is crucial for user adoption. Look for a provider that gets to know the intricacies of your business and tailors the onboarding for your specific needs, to make sure your team is comfortable and confident using the new system.
5. Customisation
No two agencies are alike. Choose a CRM that allows for customisation to fit your specific industryʼs specialisms and the various roles youʼre hiring for.
Conclusion
97% of Fortune 500 companies use applicant tracking systems. Are you ready to revolutionise your workflow too?
Request a demo of our intuitive CRM and Payroll software and discover how your agency can reach its full potential.
