crm FOR RECRUITMENT AGENCY - INTEGRATED and COMPLIANT
CLIENT
Capable Core Talent is a recruitment company based in Oxford, UK. CCT specialises in business transformation, change and project management, executive headhunting and profiling, recruitment processes review, recommendation and engineering.
PROBLEM
The agency needed an entirely new CRM software. Growing the business and hiring new staff meant keeping track of all conversations for audit and training purposes. With GDPR rules in place, having a CRM had become a compliance topic, and the client was keen to understand current offers on the market, the integration into the LinkedIn platform and pricing.
SOLUTION
I conducted market research for a suitable CRM and liaised with sales reps on my client’s behalf. Based on the criteria - GDPR compliance, integration with LinkedIn and configuration within the budget - I reported on all options and helped the agency owner with the decision-making.
RESULT
MS Dynamics 365 was the preferred route for ease of integration, but Salesforce also had this facility, and although it is not an MS-based tool, it smoothly integrates with MS Office and LinkedIn. Implementing a CRM has given CCT the platform to grow. New hires have a clear way of working and system governance to guide them.