If you’re considering implementing a CRM software into your recruiting agency, there are a few ways you can prepare to ensure a smooth and optimized integration process.

There are a number of valuable benefits in a CRM, including improved communication pipelines, smarter tracking capabilities, and powerful insights into the history and trends of your clients and candidates. 

While your ATS primarily helps you manage parts of the applications process, you think of your CRM as a more comprehensive ecosystem that allows you to track passive and active candidates, review communication pipelines, and develop long-term strategies. 

This article will chart everything you need to know for your recruiting CRM software implementation plan. 

Choose the Right Recruiting CRM Software

Before getting into how to implement a CRM into your organization, you want to make sure that you’re choosing the right CRM for your needs and scale. This takes a comprehensive understanding of your business, key benchmarks, and upcoming demands. 

Do you want to bolster your client and candidate relations? Are you looking to enhance your acquisition strategy by reviewing a history of candidates that have passed through your network? Is your long-term plan going to involve a lot of marketing and branding?

Set out a concrete list of your goals and start reviewing CRM softwares that fit your needs and business model. 

Things to keep in mind when evaluating potential CRM software: 

  • Is it an isolated CRM or does it come with CRM+ATS solutions?
  • How simple is its interface? A cutting edge CRM should be powerful and expansive, but it should also be easy to navigate and use.
  • Is the software compatible with your current infrastructure? If not, how easy will it be to transfer data across platforms?
  • Do you have any leaders or teams who already know how to optimize your CRM?
  • Will your CRM have AI applications like automated sourcing or email/phone updates?

Recruiting CRM Pre-implementation Plan and Procedures

It’s likely that you’re going to have to transfer a fair amount of data from your current systems onto your CRM. Things like your communication pipelines, candidate history, client information, and other valuable data should be stored on a cloud or external hard drive.

While you shouldn’t necessarily be expecting that something goes wrong in the early stages of your CRM integration, your planning should definitely involve a safety net for your current data. 

The next step would be to create a timeline for all of the steps to fall under. This will provide you with tangible due dates that will help you stay organized and maintain your budget. Timeline items should include things like dates that the CRM will be implemented on, training schedules, and meetings to keep all your departments on the same page. 

Training for Recruiting CRM Software Implementation

You should provide a sufficient amount of training and preparation before you fully implement your CRM software. While this might seem like a costly or unnecessary task, the efficacy of your recruiting efforts will be highly dependent on your teams’ abilities to optimize their use of a CRM. 

In every step of your training, be sure to ask for constant feedback from your teams. You want to know how your staff members feel about the CRM so you can provide further training, fix any bugs, or make other changes accordingly. 

You want to be as supportive to your team as possible. Integrating new technologies on a mass scale is never easy, and you want to make sure everyone is on board and the frictions of integration are as seamless as possible. 

Making the transition into your recruiting CRM software might sound like a lot of work, but the benefits are well worth the effort. With advanced CRM solutions, you’ll be able to automate sourcing features, nurture your client and candidate relationships, and keep track of passive and active candidates.

With Loxo, you’re guaranteed a state-of-the-art CRM+ATS solution that is both thorough and easy to use. Loxo’s simple interface and innovative AI features will provide an enjoyable and effective recruiting experience for your staff. Empower your agency and try Loxo’s recruiting CRM for FREE today.