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Recruitment CRM should be the FIRST system used to drive sales, source candidates, convert leads... but often, it's a dumb system, a data dump, "just another bit of recruitment kit" preventing phone and face time. Our clients agree with our mantra "CRMFirst" and want to ensure that their recruitment software is implemented to deliver the 4Cs - candidates, client, colleagues, and cash.
Recruitment CRM - AKA the Sales-Prevention Software
Maybe you’ve had your Recruitment CRM for longer than you’ve had most of your employees and you’re hearing lots of the same moans and groans:
it’s not working
it’s always crashing
I can’t find any candidates in it
my 1980’s Atari felt more up to date
there is no management info because no one’s using it!
The decision has been made to replace your recruitment CRM. You’ve spent 6 months sourcing a new one, another 6 months implementing it and would you believe it, 6 months later and you’re still hearing the same old moans and groans.
How can you give BAU (business as usual) the best chance of success?
Business as Usual Starts Before BAU
It may sound obvious, but many Recruitment CRM projects struggle at the embedding phase due to inadequate post go live planning. It’s not surprising. There is a HUGE amount to do during implementation and the project team are normally spread thin focusing on getting the new system in a fit state for go live.
There are many strategies to planning and managing BAU (business as usual). My favourite is having a BAU project team involved mid-way through implementation. Their responsibility is to plan, support and manage the embedding of the CRM into business over the next 12 months. Their job is to make sure that your investment returns! (ROI)
“That’s a big investment“, I hear you say. However, what is the cost of a disgruntled workforce being negative or the disruption of losing many people or the lost opportunities of your current and future clients? And with 2/3 of job leavers quitting due to lack of training, and the average 10 person recruiters wasting £100,000 per year on replacing leavers, something has to change.
Investing in the BAU is almost more important that the implementation process itself; underestimate the BAU support requirements at your peril.
Management are THE Key to Success CRM Change
Management don’t need to know how to use the CRM, right? WRONG!
Management / Directors / Team Leaders all need to know exactly how everyone should be using the system so they can support and train their teams at go live and beyond.
All too often, “Super Users” are trained to deliver this message but they tend to be sales administrators, busy consultants or new recruits. They don’t have the status within the business to try to invoke change or persuade the biggest billers why they should change their habits and behaviours!
The adage of “Coming from the Top” really is true when you’re managing CRM Implementation Projects. These are not technology projects, they are Change Management Projects and the only people who can change the business are the leaders and managers of that business.
It’s All About Communicating Expectations
When a recruiter hears the following “We are going to change the CRM”, what they really hear is “Yippee, a new CRM. It’s just like upgrading my car; it will be shiny and faster and way better than what I had, oh and I know how to drive so it will be easy to adapt!”
This can lead to my personal favourite user statement “The previous system was so much better/easier!”. No, the previous system which was built on highly suspect 1980’s technology that continuously failed and you always complained about, was more FAMILIAR. As a project team, you have to prepare users for change and this starts not at Go Live, but much earlier during the implementation phase.
Key Rules when Implementing a New Recruitment CRM
Ensure you tell everyone that CHANGE is coming and everyone needs to get on-board!
The system will not be perfect from day 1, everyone needs to prepare to communicate issues and be ready for CHANGE!
There will be BUGS (potentially a lot and for a lot longer that you’d like!) Live with them whilst the project team sorts them out!
Get SLAs (service level agreements) in place – ensure you respond to EVERY issue and communicate an update or fix to the business (if it warrants it) or the individual on a pre-agreed timeframe.
We work with Recruitment and IT leaders to deliver an ROI and sales-led recruitment technology strategy. Our mantra is “CRMFirst”!
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Lisa Jones
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Recruiters, let’s be honest: 80% of your day is likely spent on the wrong tasks. Even more staggering? 72% of the candidates you place were already on your system before you spent hours sourcing them elsewhere.You are sitting on a goldmine (eg. Bullhorn), but you're still digging in the woods and mining data from countless other sources like LinkedIn, Job Boards etc...How do you stop the procrastination loop and start weaponising your data to drive ROI?Here are the three most common questions I get from recruitment leaders on using data to dominate the market.1️⃣How can recruiters use data to drive the sales process?📌Clean data = Data Health = Data Wealth.This is the backbone of a successful desk. The best recruiters don't just "find people"; they provide a service that sets them apart through market intelligence.Market Intelligence builds credibility. Sharing real-time trends like salary shifts, candidate flow, or niche skills gaps positions you as a trusted partner rather than just another CV flinger.Master the "Trigger Event". Don’t call cold; call when it’s hot. Use data to track funding rounds, senior leadership changes, or office expansions.Example: If a startup hits Series B funding, they aren't just "busy"—they are scaling. If your tech alerts you the moment that deal closes, you can be the first to engage and have candidates ready to spec in.2️⃣Business Development vs. Account Management: Where is the leak?📌Reconverting existing clients is critical.It is significantly cheaper than winning new ones, yet many recruiters let these relationships go cold.Spot the weak links. Use analytics to identify accounts with declining activity. If your star client hasn't logged a job in 60 days, you shouldn't find out by accident.Map the client. Use automation to map out your clients’ entire org charts. Ensure you are seeing all of their jobs so you aren’t losing deals to competitors simply because you were only talking to one person in the department.3️⃣How do we kill procrastination and find focus in recruitment?📌Recruitment is one of the most complex roles out there.We ask consultants to be researchers, data entry clerks, negotiators, and marketers all at once. It is no wonder procrastination is rife.Automate the busy work. Automate data health checks, initial searching, and basic BD outreach.Cure message paralysis. Use AI to draft the first version of your outreach. Don’t stare at a blank screen; let the tech give you the bulk of the work, then you add the human flair.Analyse the data, tasks, and time: Use Analytics to drive meaningful and mindful activities.The phone is king. By automating the data drudgery, you clear the headspace to do what you do best: get on the phone and build relationships.💪Conclusion: Data is Your Competitive EdgeThe "post and pray" era of recruitment is over.In a crowded market, the recruiters who win are those who treat their database as a living, breathing sales tool rather than a digital filing cabinet. By embracing AI, Analytics, and Automation, you aren't replacing the human element. You are freeing your team up to finally be more human.📌Stop searching for what you already have. Start using your data to win.Bullhorn ATS / Analytics / Automation / AI RoIWe are Bullhorn experts set on helping ambitious recruitment businesses to increase speed and sales.We help you weaponise your people, data, time, and tech, so you can recruit and sell!Our Bullhorn Vision and Buddy service helps generate best-in-class processes, adoption, head space, and ROI.BOOK A FREE BULLHORN ROI CONSULTATION
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Wayne Barclay
Blog
Why Your Bullhorn Stack is the Secret to Rehumanising Recruitment
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