We provide you with a 360-degree view of your customer and candidate relationships. Our CRM will help you measure the success of sales and marketing efforts from lead to opportunity to placement. We can also auto-convert new business to job orders to ensure the fastest possible placements.
Elevate your sales capabilities with the unrivaled power of the TargetRecruit CRM
- Lead management (including source) with or without client name
- Opportunity creation with configurable minimum criteria
- Full tracking of opportunity status and progress
- Kanban and other graphical tools to manage the process
- Full reporting of opportunity management
- Instant conversion of won opportunities to live vacancies with no rekeying
- Mass email capability to candidates/clients
- Tracking of reads/opens of outbound mail
- Automated tagging of all activity to the relevant records
- List Management
- Task and Event Management
- Manage all actions from a 360-degree view by unifying email, phone, social, and Chatter on one record
Master Effective Lead Management
Have a complete view of your leads, including activity history, key contacts, customer communications, and internal account discussions with Chatter. Gain insights from popular social media sites such as Facebook, Twitter and Linkedin – right within TargetRecruit.
Maximize lead management and accelerate conversions
- Access a full stack of tools to track marketing ROI, nurture leads, and automate sales processes
- Automate lead scoring and routing for a quicker outreach
- Gain full visibility into lead sources
- Successfully track leads from capture to close for faster conversions
- Track marketing campaigns across all digital channels, including social media
- Write and track emails and receive valuable insights
Optimize Opportunity Management Strategies
Get a complete view of your team’s deals with Opportunity Management. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.
Full visibility for successful deal management
- Customize sales and forecasting stages to drive productivity, efficiency, and consistency
- Instant access to critical insights on customer activity with a rich activity timeline
- Track all associated activities as they happen and receive automated updates when action is needed
- Accelerate deals with intelligent insights and real-time data
Enhance Collaboration and Customer Engagement
Centralize prospect and customer engagement by unifying communication channels such as email, phone, and social media. Automatically pull in other information, such as recent news about a prospect’s activity. With a consolidated view of every contact, the TargetRecruit Salesforce recruitment CRM can be used to engage your prospects with the right message, at the right time, through targeted digital marketing campaigns and journeys.
Leverage social data to uncover valuable insights
- Enable collaboration designed to share insights, important documents, and more for every business record and contact
- Access critical customer data including key contacts, communication history, and more
- Leverage social data for a deeper view of customers and uncover hidden insights
- Collect customer data, track conversations, and follow up with leads at every step of the buyer’s journey
Mobilize Business Productivity
TargetRecruit turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards, no matter where you are.
Boost productivity on-the-go, and stay connected to CRM data anytime
- Increase productivity with a unified app for notes, events, and task management while on-the-go
- Create, view, and manage conversations with team members and colleagues
- View meetings, events, and account updates in one place
- Join conference calls with just a tap
- Access and update CRM data away from the computer anytime, even offline
Streamline your sales journey with automated workflows.
- Power workflow automation with an easy point-and-click interface for automating business processes
- Create automatic email alerts or auto-assign tasks as a deal moves through the sales pipeline
- Create workflows that guide sales through qualification conversations and recommend next steps
- Automate approval processes for any business requests, including deal discount approvals, travel, and expense reports
Transforming Data into Actionable Insights
Make insightful decisions by turning data into actionable insight that everyone can access from anywhere. Recruitment CRM software dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create. And access your reports and dashboards from anywhere.
Track essential business metrics and map out your success
- Customized sales forecasting with drag-and-drop fields, filters, groupings, and charts
- Real-time views of sales and team performance
- Track and view key business metrics from email and opportunity management to tasks and collaboration
- Track conversion rates and measure marketing campaign success
- Assess team performance with a single dashboard view