Recruitment agencies have to juggle a number of different things at once. Candidate management, client communication, compliance and placements are just some of the pain points many agencies have to deal with. What if we told you there’s a platform that helps you manage all of these, and more? We’re talking, of course, about Zoho CRM. This highly flexible tool is the perfect recruitment platform, and Ascent Business are the perfect partner to help you tailor your CRM platform to suit your recruitment organisation.
Say goodbye to clunky spreadsheets, disconnected inboxes and generic, outdated tools. With the right setup, Zoho CRM integration can offer a more modern and efficient system for recruitment agencies.
Read on to discover how to streamline your hiring process with a CRM built for recruiters – not salespeople.
Why Recruitment Agencies Need a Custom CRM
You might be wondering why a recruitment agency would need a CRM platform. Isn’t this type of software just for sales? The answer is a resounding no – you can enjoy some seriously significant benefits by using Zoho CRM for recruitment, and it can help you overcome challenges like:
Managing Large Client Databases: As your business grows, your client database will grow too. With Zoho CRM, you can effectively manage large databases. Information is organised and highly secure, but easy to access when you need it.
Tracking Applications and Interview Stages: Keeping track of applications, interview dates and progress statuses can be difficult, and date mix-ups can be disastrous. Zoho CRM allows for efficient application and interview tracking.
Maintaining GDPR Compliance: Complying with data privacy regulations is absolutely essential. Failure to do so can have serious consequences. Zoho CRM can support compliance and ensure you are always operating within the confines of the law.
Managing Client Relationships: As a recruitment agency, your client relationships are your bread and butter. Zoho CRM integration can help manage these relationships. You can set alerts and automate admin tasks to ensure all client needs are met.
Looking to implement Zoho CRM for recruitment? Speak to Ascent Business, we can build recruitment CRMs that your agency workflow – from lead to placement.
What Zoho CRM Can Do for Recruiters
To give you a better idea of the opportunities offered by using Zoho CRM for recruitment, we’ve outlined a few practical use cases. Let’s check them out:
Candidate Relationship Management: Placing the right candidates in the right roles is at the core of what a recruitment agency does. To support this process, Zoho CRM can manage some of the more mundane administrative tasks. You can track candidates by things like stage, skillset and role match to drive improved results.
Pipeline Automation: Automation is the key to improving productivity and efficiency. With Zoho CRM, you automate everything from job matching to interview scheduling and follow-ups. This will leave you and your team free to concentrate on more pressing matters.
Client Account Management: Zoho CRM isn’t all about managing clients, it’s also a powerful client management tool. You can use the platform to track open roles across your client database, review contact history and analyse placement metrics.
Compliance Features: Compliance is crucial for recruitment agencies. With Zoho CRM, you can ensure that your data storage and management procedures adhere to existing GDPR regulations and that opt-in procedures are followed and met at all times.
Don’t worry about setting all of this up yourself – that’s where a Zoho CRM consultant like Ascent Business comes in. Ascent configures Zoho CRM to handle everything from job order to candidate placement.
Real-World Recruitment Workflow Example
If all of this is still sounding a little theoretical, let’s walk through an example of what a typical day using Zoho CRM for recruitment might look like.
1. A new job order comes in. You’ll be alerted to this immediately on your Zoho CRM dashboard, and the job can be assigned to a specific member of your team.
2. Next, a shortlist of appropriate candidates will be generated by scanning through tags in your candidate database.
3. Potential interview times and stages will then be tracked and flagged.
4. Any notes and communications relevant to that client will be saved to the client profile, ensuring you don’t overlook anything as you move forward.
5. When you’ve found a suitable candidate for the role, the placement will be recorded within Zoho CRM, and an invoice will be triggered automatically.
Pretty impressive, right? This is what Zoho CRM can offer – your agency workflow, automated and tracked from end to end.
Why Work With a Zoho CRM Consultant
While you can absolutely set up and get started by yourself, Zoho CRM integration is made much easier with the support of an official Zoho partner like Ascent Business. As your business scales, you’ll benefit from our expertise, and we can help you dive into some of the platform’s more complex features.
Ascent can help recruiters customise fields, modules and workflows within Zoho CRM for greater efficiency. We can also help you integrate external software tools like your email system, LinkedIn tools and VOIP. Finally, Ascent will be on hand to provide ongoing training and evolution as your agency continues to grow.
What are you waiting for? Get a recruitment CRM your consultants will actually use. Book your discovery session today.
Ready to Get Started?
Zoho CRM integration can offer tangible results for recruitment agencies. With the correct setup and implementation, you can expect to see improved placement rates, faster hiring cycles, better candidate experiences and enhanced client relationships.
A common misconception is that CRM systems are purely for sales. In reality, platforms like Zoho CRM can be transformative for recruitment agencies. As a Zoho Premium Partner, Ascent Business can help configure your CRM to suit your recruitment agency and deliver results that align with your business strategy and objectives.
Ready to build a CRM around your recruitment workflow? Talk to our experts and get started.
