If you're an exec search firm looking for a new CRM, we recommend checking out this advice from Peter Hersey, Implementation Consultant

Considering an exec search platform? 3 things to think about

February 22, 2021
Are you looking to introduce a new CRM to your executive search firm? Peter Hersey (Implementation Consultant, Kyloe) has extensive experience in implementing Invenias and training users - he shares the key things to keep in mind when exploring your options.

An executive search solution vs a standard recruiting CRM…

One of the mistakes that executive search firms often make when looking for a new search software is choosing a traditional recruitment CRM. But the executive recruitment process doesn’t follow the traditional processes – it’s unlikely you’ll receive mass CVs for a position, or you might not even advertise due to the sensitivity of the position.

So, when weighing up platforms, it’s important to opt for one that’s designed specifically for your workflows and helps you find the best talent – after all, bad hires in senior-level jobs will be particularly costly.

Having the ability to capture high value data (like likes and feedback, scoring and assessments, and references and referral) will help exec search firms search and be proactive in identifying the right quality candidates in the pool of candidates who are likely to be passive and determine interest in the role.

A platform like Invenias maximises talent intelligence allowing you to identify elite candidates with the right skills, knowledge and culture to match your client’s specific requirements.

Successful project planning

Without the following you’re at risk of reaching the end of the project with a tool that offers poor value, resulting in low user adoption. To get the most return on your investment, we recommend:

  • Appointing a dedicated project team with representatives from within each function of a business to ensure any decisions made will benefit all stakeholders.
  • Agreeing a mission statement at the start to help drive the value of the project and make sure you stay on track.
  • Gaining approval from the top-down at various points throughout the project to encourage buy-in that ensures change management will be a success.

What to look for in an implementation / SI partner

Moving to a new executive search software is a big step and should open up new opportunities to improve your processes, but it can be overwhelming. Picking the right partner to implement your new software is the first step in getting off to a smooth start. The things we advise taking into consideration when choosing your partner are:

Your partner should be there to help you navigate the process smoothly and be able to problem solve and pre-existing experience is essential for this. Do they benefit from having an expert in your chosen software coupled with strong industry knowledge?

Customer centricity

Are they eager to help you get the most out of your software? Ideally your partner will strive to help drive value out of your data and CRM, ensuring it works for your business needs.


Some companies will be able to complete the implementation, but it’s important to think about what happens after this - can they offer long term value that will positively impact your business long after the implementation is complete?

Find out more

Kyloe are recruitment platform experts with a passion for helping our clients get the most out of their solutions. Contact us to request more information about our Invenias implementations and one of our experts will be in touch.

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