Exploring Expertite: An Advanced Recruitment CRM & Marketing Automation Tool for Smart Recruiters

Arindam Chandra

Exploring Expertite: An Advanced Recruitment CRM & Marketing Automation Tool for Smart Recruiters

From a corporate recruiter to a product visualizer, the journey has been exhilarating and gratifying. But how we went ahead with the product development, using CRM and Marketing Automation, is one joyous ride. Let’s explore!

While developing the product prototype, we considered the challenges faced in popular recruitment tools and went ahead with the sole idea to design a software that could address the same. The four pillars on which the product was to base upon were: Speed up recruitment by at least 25 - 30%, Improve candidate experience by more than 50%, Improve recruiter’s productivity by 15 - 20% and Reduce overall recruitment cost by 10%. 

It didn’t take us much to realize that the product we envisioned would leverage the core principles of CRM (Customer Relationship Management) and Marketing Automation. In case this is confusing, let me walk you through both the terms.

Customer Relationship Management

An active organization generates and operates on a flurry of data which is used and managed by various teams functional across domains. While the Sales & Service teams have data captured from customer interactions, Supply chain teams have rich data coming in from suppliers and consumers. The challenge is that most of this information is digitally stored in personal devices such as laptops and smartphones or limited to handwritten notes.

On the flip side, customers interact with an organization via different modes: email, phone and social media. Multiple sources of communication, though necessary, often result in loss of important information, improper updates and work prioritization based on personal preferences. 

And, all this gets compounded with a key sales/service person moving out of the system. 

CRM manages an organization’s relationships and interactions with prospects, customers, service personnel and suppliers. A CRM system/application helps in contact management, sales/leads management, work-flow processes, productivity and more. However, CRM shouldn’t be misinterpreted as only a sales tool but an application for nurturing an organization’s relationships with external stakeholders.

We were sure that a CRM integration was inevitable, given the several issues it addressed. A few are listed below:

  • Is there a need to maintain information on prospective customers (or potential candidates in the context of recruitment)? Is this information scattered across platforms and source points?
  • Are your customers (or candidates) interacting with multiple people? Is there a mechanism to track the last conversation made with a customer (or candidate)?
  • Are you abreast and happy with the team’s productivity? Is there a structured process for them to follow?

If the answer to one or more of the above questions is a ‘Yes’, chances are that your business could benefit from a CRM system.

Marketing Automation

Marketing automation enables the management of marketing processes and campaigns across multiple channels, automatically. It allows organizations to target customers with automated messages (set of instructions) based on pre-defined workflows across channels such as email, web, social and text. 

Marketing and Sales personnel use automation for marketing campaigns and sales activities to maximize efficiency, and thereby, increase revenue. When used effectively, automation can handle repetitive tasks with employees managing core problems that require human interaction. Smart automation tools enable one to design effective content and trigger actions automatically based on schedules and customer behavior.

Email marketing is at the core of marketing automation and probably the most effective channel for customer engagement. Automation software ‘drip’ a series of emails based on the recipient’s reaction, ensuring the messages are personalized while keeping the process efficient. The data, thus tracked, helps marketers formulate / modify future strategies. For instance, if a recipient hasn’t checked an email for two weeks, the hint is clear and you might want to revisit the message shared. 

If we had to integrate this mechanism in recruitment, it would mean automating the process of sending JDs to candidates and tracking their reactions thereafter in real-time. From reports on email delivery communicating the JD to being notified upon email view and candidate stating interest in the specific profile, the entire process on one dashboard. In case a candidate fails to respond, an automated personalized reminder directed on his email. Sounds insanely alien yet exciting, isn’t it? 

Expertite

Ask a recruiter if the above thrills he or she and the prompt reply would be, ‘It’s a boon’. We built Expertite, using the core principles of two of the most powerful tools, CRM and Marketing Automation. The vision was to seek solutions to common recruitment hitches and the core problem of ‘engaging and hiring quality talent at minimal time and cost, at scale’. 

With Expertite, a recruiter skips the pain of maintaining a candidate database, creating extensive ‘trackers’, sending email communications manually, scheduling important reminders and more. And, all this with just a click. This apart, Expertite floats a single dashboard for seamless collaboration between employees and stakeholders and externally with vendors, all in real-time. 

As exciting as it reads, it’s even more fun to use it in your daily recruitment chores. Ditch the keyboards and manual processes. Try a 30-day free trial and you are sure to love it. 

Follow the link to sign-up: 

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