CRM - Sourcer
Storyboard Text
- Harry is the Technology Director at Acme Corp and one of the top employees of the company. He is currently running a high profile project that is due to end in 3 months.
- There is a lot of work pending & I want to make sure my team delivers on time
- Harry received some bad news. David has just resigned. He wants to travel. David is the Senior Program Manager on Harry's team. He is a key player in the project.
- My travel schedule starts in 3 weeks. I can be in the office till the Friday prior to my travel.
- Harry reaches out to his best recruiter, Rita for help.
- Hi Rita! I have an urgent opening for a Senior Program Manager on my team. Can you please help?
- Rita meets with Harry to collect job requirements and understand Harry's expectations
- How many years of experience? What are the must-have skills?
- Rita logs into Phenom CRM and instantly posts a job to the career site. She uses Harry's job description.
- The job gets published instantly on the career site. Within a few mins, there are already visitors on this page.
- Wow! That was quick!
- Rita also captures Harry's expectations on candidates on the Notes section of the job in CRM
- Atleast 5+ yrs experience, agile, scrum master, remote is fine too!
- Sarah, the sourcer on the team gets a notification from Phenom CRM about the note that Rita added in the system. Rita also speaks with Sarah and explains the urgency.
- HI Sarah! Harry has an urgent opening in his team. Can you help source candidates ASAP? All requirements are noted in CRM.
- Sarah logs in to the CRM to review the new requisition. CRM has automatically discovered candidates already in its database who are best fits for this position.
- Sarah reviews these candidates and adds them to the job with a click of a button.
- This is so easy! I already have 20 quality candidates in just half an hour!!
- Sarah imports resumes right into the job in CRM using resume import function. Their resume gets parsed automatically and a profile gets created.
- I remember meeting a few program managers in last week's meet-up event. Let me find their resumes.
- Sarah also has some great candidates on her other sourcing platforms. She just emails those profiles to CRM and they get automatically imported.
- Click, send and done! 3 hours and 100 candidates already! Time for lunch!
- Rita can already see the leads coming in from her Insights Dashboard in real-time! But not many have applied. CRM provides a critical insight and recommends promoting this job to increase traffic and applications.
- Hmm, promote this job.
- Rita reaches out to Michael, a talent marketer, to run a campaign for this Program Manager job.
- Hi Michael, I need your help to run a campaign for a critical job!
- Michael creates a quick list of candidates as target audience for the campaign. Michael chooses job location, experience and similar job titles as a filter criteria to create his list.
- This was easy, more than 5000 candidates to target to!
- Michael also targets Sarah's leads for his campaign. With quick filters in CRM, Michael includes only leads and excludes applicants.
- Sarah's list included!
- Michael picks the email template he had saved on a prior campaign from CRM. With the easy to use in-line editor, Michael drops the Senior Program Manager job onto the email, tweaks a few items and fires a campaign.
- Easy peezy
- Within a couple of hours, campaign analytics data starts to roll in. Candidate's click stream activity is recorded in CRM
- Its working!
- Rita has received emails from the CRM overnight notifying her of some new applicants that came through. She logs into CRM to review progress.
- So many leads and applies in 24 hrs! Awesome.
- Rita wants to review applicants first. CRM automatically calculates Fit Score for applicants using AI and sorts them. Rita starts reviewing the best fit candidates first
- I can now focus on the right profiles first
- On the candidate profile, CRM also tracks candidate's engagement score. Any interest from the candidate via research, campaigns or prior conversations are all seen in CRM
- Fit Score & Engagement Score in one place!
- Rita shortlists the candidate for Phone screen by changing a Hiring Status. With CRM's automation framework, an email is automatically sent to candidate inviting them to schedule a phone interview with Rita
- No time spent on composing emails!!
- Rita wants to review Leads next. CRM automatically calculates Fit Score and Engagement Score for leads as well using AI and sorts them. Rita starts reviewing the best leads first
- Even leads have Fit & Engagement Scores!
- CRM automatically identifies any connections that leads may have with current employees. This is a great way to convert leads!
- Employee connections are really slick
- Rita uses CRM to get candidate introductions via employees, to communicate with leads and also forward profiles to Harry for review. All interactions are automatically recoded in CRM
- Don't have to add notes. Everything is automatic
- Within a couple of days, Harry is already interviewing candidates. Harry's feedback on candidates to Rita via emails is also centrally tracked in CRM
- Hi, I am Calvin, a Program Manager for the past 7 years. I specialize in Agile scrums.
- Calvin joins the team within a week. Just in time to catch David before his exit and get a good handoff.
- Program Agenda - Team Strcuture - Project Details - Knowledge Transfer
- Harry applauds the Talent Acquisition team for facilitating such great quality hire in such short time! Recommends an award for excellence.
- We love Phenom CRM!!!
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