Relationship building and maintenance is key for any business, but none more so than recruitment agencies. As a service provider that creates relationships between great candidates and great companies, the tools you rely on to create these connections need to be suited to the task at hand.

By using a CRM for recruiting, one that tracks both client and candidate relationships in the same platform, you can streamline your client-candidate connection building process and save the time you used to spend bouncing from platform to platform.

What is a CRM for Recruiting?

The best way to facilitate the needs of both clients and candidates is to have constant, up-to-date information and communication lines between them at all times. If you have solid communication control between your firm and your client’s/candidate’s needs, you can ensure a steady relationship maintenance and nurturing, predict future services, and bolster your agency’s relationships for long-term success.

In recruitment, firms are able to maximize their technological efficiency by combining a customer relationship management (CRM) system and an application tracking system (ATS) into a single, all-encompassing tracking program. While a CRM will allow your firm to manage all your company’s interactions with current and potential clients, an ATS automates and organizes all recruiting and staffing operations, providing a central repository for your customer tracking system and candidate database.

Because recruitment depends entirely on managing relationships with candidates and clients, combining these platforms into a simple, overarching system will give you a huge advantage and strengthen your relationships on both sides of the recruitment equation.

Strong Relationships With Clients + Strong Relationships with Candidates = Successful Hires

Best Practices for  Recruiting CRM Software

Having a CRM for recruiting is a big advantage, but you still need to use communication best practices to ensure your investment in this tool pays off. Use these best practices to ensure that your CRM for reciting is being put to use effectively.

Stay in Touch

Utilize your CRM to stay in touch with clients and candidates, and track their activities. CRM tracking gives you insight into how and when you last reached out to your new, existing, and potential clients, as well as passive and active candidates. By tracking the last time you contacted a client or candidate and their preferred method of contact, you can ensure that you’re maximizing outreach effectiveness and not over contacting some while leaving others in the dark.

Active and engaging lines of communication will help strengthen your business ties and remind your clients that your services are there whenever they need them. Additionally, this high level of communication is essential for building candidate connections that are strong enough to convert into placements.

Keep Your Records Updated

Since your CRM is only as good as the data stored in it, it’s important to keep your records and customer tracking database up-to-date and accurate. This means implementing processes that remove duplicate records, clean data with updated firmographic variables, and review emails and contact information so you can flag invalid lines of communication.

While it’s important to constantly review the efficacy of your data, it’s also important to understand changes in the industries you serve. If changes to industries and companies mean new hirings needs, then updating those search needs to fit new demands will be an essential step that keeps you ahead of the competition.

Being up-to-date on both existing and potential data, as business needs fluctuate and shift, will guarantee your firm is in the best position to hit your short and long-term goals.

Use Critical Events to Your Advantage

Critical events occur all the time in business. CEOs get replaced, company acquisitions and mergers take place, and new product lines are announced perennially. What this means for your firm is that new opportunities present themselves to serve existing and potential clients.

Mergers can indicate that an existing client will have new hiring needs and require new candidates for you to reach out to. New product lines can lead to needs for new product designers, marketing teams, and technology development groups.

Utilize critical event client/prospect information in your CRM and customer tracking program to take advantage of these developments. Paying attention to the activities in your clients’ industries will guarantee that you’re on top of these shifts as they progress throughout the year.

Anticipate Client Needs

The best way to beat the competition is to approach clients with solutions to needs that they themselves didn’t see coming. The more information you have about your clients, the better you can anticipate client needs and pitch them solutions to fulfill those needs.

In order to anticipate client needs–referring to your recruitment CRM as a starting point–you need a deep understanding of your client’s history, their benchmarks and KPIs, and the field they’re working with. Look through your data to track seasonal hiring trends with specific clients. If technological innovations are introduced to certain industries, let your clients know that you have the infrastructure to accommodate those services.  

Having the most up-to-date tracking systems, knowing the industry you’re serving, and constantly communicating with your clients to know where they are and where they’re headed are all important parts to anticipating your client’s needs.

Look for New Opportunities to Expand Services

Your CRM is your primary resource for storing information and presents a myriad of unique ways to provide service opportunities for clients. Reviewing a CFO’s executive history, for example, could show that they have 5 years less experience than other executives, giving your firm an excellent opportunity to offer additional coaching/benchmarking services.

Think outside the box and try to find new ways to utilize your CRM to create new opportunities for expanding services. Your CRM is a tool that’s utility is only as effective as the recruiter handling it.

Whether you’re using the customer tracking software for small business or corporate-level clients, Loxo has all the tools you’ll need to source, connect, and engage with your clients. Loxo’s state-of-the-art recruitment CRM and ATS system guarantees a simple, elegant, and smarter recruiting experience so you can streamline your workflow and maximize productivity on all levels. Further than collecting all of your candidate/client data in one platform, Loxo’s sourcing AI automatically gathers data on all candidates and client contacts in platform from across the internet, automatically populating this info under each candidate and client profile.

To see how Loxo’s all in one ATS+CRM for recruiting can better support your agency with AI sourcing, you can schedule a demo here.