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Establish a strong foundation

Ensure the accuracy of your data from the start to guarantee that your reports and searches are correct. Following these best practices will enable you to extract the necessary insights from the system, ultimately aiding in you reaching your goals and targets.

Ensure all key data points are recorded beyond first name, surname, and email. Skills, location, and salary expectations are all examples of key fields that should be completed to aid you.

Audit which fields are being utilised the most and make these fields mandatory. Retire fields that are not required or adding any value, like secondary email address.

 
Products shown in this video: Bullhorn ATS/CRM

Identify where to focus your efforts for maximum impact

Understand the value of the fields in your core ATS, and you will be able to answer questions about which jobs are most prevalent, which industries are performing best, and which automations to implement while gaining analytical insights demonstrating how effectively you are following up on actions.

 
Products shown in this video: Bullhorn ATS/CRM, Analytics, Automation

Your database becomes more searchable, significantly reducing your search time by up to 20 minutes

Make strategic decisions about where to put your efforts

Consolidate your entire system into a single source of truth

Scattered information across different systems means you lack a single source of truth, hindering your ability to optimise business development, build relationships, source opportunities from specific industries, and generate revenue effectively.

Tap into underutilised features in your tech stack and centrallise your business development capabilities.

Enhance revenue generation by getting insights into your success, such as progress towards achieving your KPIs, team performance metrics, and the effectiveness of your team in converting business opportunities.

 
Products shown in this video: Bullhorn ATS/CRM

Feed the system and reduce unnecessary admin for your searches

Relearn and utilise key system features to put best practices into place and help reduce unnecessary administrative tasks, streamline processes, and increase user efficiency.

 
Products shown in this video: Bullhorn ATS/CRM

Create and use “favorites” to conduct complex searches once. This enables you to navigate the system more quickly and efficiently and get valuable insights, such as who you have not contacted in recent weeks.

Create and use hotlists to automatically update your candidate/job lists.

Train and enable your users for maximum value

When adopting a new ATS, everyone from senior management to recruiters must learn the system to ensure successful adoption and avoid difficulties. Sales techniques must also be revisited, and recruiters must be confident in their business development techniques.

Make use of bespoke training opportunities and join customer webinars and user groups learn from your peers.

Top billers demonstrate agility in handling objections, asking open-ended questions, and nurturing client relationships.

 
Products shown in this video: Bullhorn ATS/CRM

Customise the system to better fit your needs

Shift from reactive to proactive by configuring your system to be tailored to your specific needs, thereby simplifying processes and minimising challenges.

 
Products shown in this video: Bullhorn ATS/CRM

Top billers question the system and provide constructive feedback to their operations team, positioning themselves for continued success.

Get your fundamentals right! Ensure your workstation is set up to optimise your day to day and have a dedicated screen for your ATS.

Know how to contact your candidate

Adopt an omnichannel approach. Explore all channels to contact your candidate to determine the most effective one to use long term.

Test out email, phone calls, WhatsApp, text messages, and LinkedIn InMail to cover all bases and track which brings you the most success.

Leverage industry reports to tap into the latest talent research in Bullhorn’s GRID report.

 
Products shown in this video: Bullhorn ATS/CRM

Special thanks to our industry and system experts for sharing these valuable recommendations:

  • Holly Langley, Founder and Optimiser at RE:STACK: Holly helps Bullhorn customers increase placements and profits without buying more tech.
  • David Cashman and Drew Orozco, Senior Customer Success Consultants at Bullhorn: David and Drew help customers unlock the full potential of their Bullhorn tech stack.
Mark Bux-Ryan

Top three recommendations from Mark Bux-Ryan, Director – CDMO & Vendor Services at RBW Consulting

1.

Utilise data analytics daily to ensure that energy is spent in the areas that matter. Reviewing these insights regularly is crucial.

2.

Leverage the hotlist feature for contact and candidate management. This is a simple but effective way of organising your network.

3.

Use task management to set follow-up actions at the end of an activity. Dedicate specific time each week to reviewing and managing these tasks, so key actions don’t slip through the net.

Related Resources

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