So that you choose the right CRM for your recruitment agency, follow the five steps below.
1. Set your requirements
To start, look at all the points in your recruitment process from candidate sourcing to final placing to identify where you can improve performance and efficiency.
Make a list of the features you’ll need like applicant tracking, candidate relationship management and integration with job boards and social media.
2. Develop a shortlist of candidates
Now, start reviewing the sites of CRM vendors to determine if they have the functionality you need either natively or have access to third-party plug-ins. Not every CRM will have the features you need and others will but they’ll be difficult to adapt.
As you’re handling personal and business data, check out the data security and privacy safeguards of each CRM. Consider the size and activity of your agency now and what you might need in the future. If you use other business apps and software and they’re important, check to see whether the CRM platforms you’ve shortlisted can connect to them to avoid duplicating work.
3. Test-drive your top choices
Many CRM vendors offer free trials. Use them to examine for yourself how each CRM handles key recruitment tasks and workflows and see how difficult it is to change them to the way you want them. Put in a few calls to the customer service team to test how quickly they respond and how helpful they are.
If your vendor doesn’t offer a free trial, ask one of their reps to demonstrate to you and your colleagues who’ll be using the system how their CRM works. Have a list of adaptations ready and ask the rep to demonstrate to you how they would change the CRM’s workflows or settings to achieve the desired result.
At this point, it’s likely that a few of the potential CRMs will fall off your list.
4. Compare quotes against your budget
From the vendors still on your list, get detailed pricing on their CRM which reflects all the features you need. Ask about set-up fees and charges for ongoing support and maintenance. Find out exactly how long they want you to commit for and understand how much any cancellation policies will cost you.
Get quotes for two or more vendors so that you can create a competitive bidding environment. If your agency is larger, you may be able to secure a discount from a vendor for your commitment.
5. Check out customer reviews
Before signing up, check for online reviews, specifically for comments from other recruitment agencies to understand how suitable the CRM is for recruitment agencies. Your vendor will have been on their best behavior during a free trial so look for information on the system’s reliability, customer service and overall value for money from live customers in the field.