What you need to do to make sure you get the most out of your new CRM

Share this:

New CRM? How to break old habits

September 21, 2018
What you need to do to make sure you get the most out of your new CRM
Reading time: 3 minutes

So you’ve finally made the decision to switch ATS – what happens next? Simple answer, right? You switch it on and start to see the benefits of all of these shiny new features in the form of increased productivity and extra revenue.

Yet changing your ATS alone won’t remove the bad habits your recruiters have and the inefficiencies that have developed within your business. You might be coming from an outdated and clunky system where recruiters have been forced to develop annoying workarounds. Alternatively, you might be coming from a world of spreadsheets, shared docs and notepads, where the very act of inputting data into an ATS requires a change in mindset.

Therefore it’s important to get the first bit right – you need to get your ATS in place in a way that doesn’t affect business productivity but also ensures that it provides an incentive for recruiters to start using it from day one. You have a very short time to sell the new software and processes to your team, or you’ll quickly find yourself back to square one.

Take your implementation seriously

Once you’ve selected your provider, generated interest internally and signed the paperwork it can be frustrating to hear that there can be a 3-month implementation process sitting between you and your software. But make sure to question the value of shortening this and the impact it can have on initial user adoption. If you’re migrating data, have you taken the time to assess what data would be valuable to bring across? Have you devoted enough time to properly map your data to the new system and test the results? Are you absolutely confident that the system covers everything you need it to do ‘out of the box’ or is there value in making a few key customisations before you release it to your team? Are you prepared for training, or is it worth planning a course or writing some documentation ahead of time?

Most importantly are you confident that there are resources available on both the side of the supplier and your own business to ensure this project is completed successfully? One of the most important things you can do to ensure this is the case is to have a designated Project Manager within your business. This might be something they can share with other responsibilities initially but expect it to be closer to a full-time job when you get nearer to go-live.

Get people involved to generate excitement – but manage requirements centrally

One of the most important things that you need to do early on is sell your new system, and your new processes to the recruiters. If you’re able to do this successfully then recruiters will see the benefits of your new purchase early and user adoption will be seamless.

Therefore, it’s important to involve your key recruiters/ team leaders in the project as much as possible. Ensure those that will be using the system the most are involved in the key decisions related to data mapping, system customisation and new processes definition. However, be wary of the dangers of building a system based on exceptional circumstances, individual preferences and current habits. Make sure to constantly evaluate the requirements of your team against the recommendations of the vendor, any project consultants and your own internal experts. And keep an eye out for any situation where you’re customising the system to replicate an inefficient process that exists in your current system. Remember, it’s time for change!

Keep it simple!

Here’s a tip – if you’ve spent 3 days scoping and solutioning one specific customisation, there’s little chance your recruiters will take the same time to understand how to use it. Similarly, it’s tempting to ensure data quality by filling the new system with validations and mandatory fields, but this can be counter-productive if the recruiter feels the ATS is slowing them down. The easiest way to ensure that recruiters use the system is to make it as simple as possible for them to do so.

One way of doing this is to consider a phased approach to your implementation. You might have the appetite for a heavily customised system with several key integrations, but too much change in one go can be overwhelming for recruiters and will cause them to go back to their spreadsheets. Better to get the core system in place first, make sure the recruiters are comfortable with that level of change and then begin to release the fancy add-ons, customisations and integrations.

And finally, Train!

You can buy the most feature-rich system on the market and spend thousands to ensure it matches your requirements, but unless you take the training of recruiters seriously, they are likely to resist change and move back to familiarity.

Make sure that your recruiters get face-to-face interactive time with software trainers. Make the teaching group-based and small, with recruiters able to follow on laptops and ask questions rather than sitting silently ignoring a scripted seminar.

Consider the value of working with your consultancy or vendor to build some training materials and a bespoke training plan. Also get your project team/subject matter experts to have more intense sessions so that they’ll be able to provide in-house support or train new users themselves.

Author: Leigh Clarke

Read our Blog

Success Stories

See how we work with our clients to maximise their Bullhorn investment.
"The Kyloe team were amazing support and a pleasure to deal with."
Miller Leith - Bullhorn implementation, including Bullhorn Automation
Learn More
"Lost paperwork is a thing of the past – documents are automatically saved to the correct Bullhorn record, which is game-changer!"
Ignite Recruitment
Learn More
" I would highly recommend Kyloe to anyone requiring support on their implementation. "
Fraser Dove International - Bullhorn implementation
Learn More
"...they gave advice on how get the most out of Bullhorn's functionalities in a way that worked for us."
Talentpath - Bullhorn implementation
Learn More
"After 12 years on JobAdder we had a lot of data to migrate, and processes to review and implement - Kyloe came highly recommended from Bullhorn."
Keegan Adams - Bullhorn implementation from JobAdder
Learn More
"We've grown really quickly, but we wouldn't have been able to scale the business this quickly without having Kyloe AwesomeDocs in our armoury."
TR2 - Kyloe AwesomeDocs
Learn More
"...we want to partner with the best service providers, and Kyloe was truly excellent."
Fuel Recruitment - Bullhorn Growth Edition implementation
Learn More
"...I would highly recommend partnering with Kyloe on Bullhorn Automation."
Lex Consultancy - Bullhorn Automation (formerly Herefish) enablement
Learn More
"Our project team were so knowlegable..."
Tucker Stone - Bullhorn implementation
Learn More
"Kyloe DataTools is an invaluable asset in streamlining data management processes and optimizing the utilization of Bullhorn to its full potential."
Greystone Recruitment - Kyloe DataTools
Learn More
"Kyloe AwesomeDocs is an integral part of our business and saves our consultants a significant amount of time when generating contracts and resumes, freeing up resources to focus on other things."
Technical Resources - Kyloe AwesomeDocs
Learn More
"With Kyloe AwesomeDocs it is really easy to set up unique agreements that fulfil particular client and candidate needs."
isgSearch
Learn More
"I would definitely recommend Kyloe AwesomeDocs if you're looking at streamlining any labour-intensive admin processes.It enables Consultants to do what they do best – sell!"
Employment Solutions
Learn More
"Kyloe AwesomeDocs integrates seamlessly into our Bullhorn system and deals with the entire workflow, from generating contracts and agreements to sending them for signature using Kyloe's DocuSign integration."
Talent International - Kyloe AwesomeDocs
Learn More
"Kyloe DataTools is a no-brainer for us. It helps us overcome some known Bullhorn limitations and help us manage complex data rules in bulk."
Talent International - Kyloe DataTools
Learn More
"Kyloe DataTools allowed us to effectively merge records automatically and consistently in Bullhorn."
Dartmouth - Kyloe DataTools
Learn More
"Kyloe AwesomeDocs is simply brilliant. Now that the entire contract generation process is automated, we have dramatically increased efficiency and compliance levels."
Focus Cloud
Learn More
"We're seeing many more submissions, many more placements... streamlining has created a lot of business for us”
CrossMed Healthcare
Learn More
"Implementing Kyloe AwesomeDocs while migrating to Bullhorn just made sense. We can't imagine our contract generation process without it. I would highly recommend it to any recruitment company."
Paxus
Learn More
"I would highly recommend their Bullhorn expertise."
Davies Resourcing Solutions
Learn More
“By the end of our Bullhorn implementation by Kyloe we were delighted to consider them as trusted partners."
RGF Staffing
Learn More
"Our project team were extremely knowledgeable on what was a very complex project."
The Brightwater Group
Learn More
"The Bullhorn Automation implementation with Kyloe was awesome."
Andvaris - Bullhorn Automation implementation
Learn More
“I would 100% recommend partnering with Kyloe on your Bullhorn Automation setup."
Sphere Digital Recruitment - Bullhorn Automation (formerly Herefish) implementation
Learn More
"Kyloe DataTools is the most powerful tool we have at our fingertips - we use it every day."
LRS Healthcare - Kyloe DataTools
Learn More
"With Kyloe AwesomeDocs our submission rate has increased by 20% - 30% - it's like a time machine!"
Lead Health - Kyloe AwesomeDocs
Learn More
“The Kyloe team was vital on our migration project - their management skills were incredibly beneficial to guide us on defining our new Bullhorn workflows."
Trinnovo Group
Learn More
"By generating contracts using Kyloe AwesomeDocs we are minimizing our error margins and keeping everything centralized in Bullhorn"
LRS Healthcare - Kyloe AwesomeDocs
Learn More
"Kyloe AwesomeDocs has streamlined the submission packet creation process saving a significant amount of time..."
How we help healthcare recruiters win more business
Learn More
"For us, it's definitely been a time-saving, but also it's really reliable and dependable as well."
Yolk
Learn More
"Kyloe AwesomeDocs made our contractor setup process quick and easy – reducing the time from 30 to 2 minutes!"
North Highland - Kyloe AwesomeDocs
Learn More
"Kyloe made the migration to Bullhorn far less painful than anticipated..."
The Panel
Learn More
"Kyloe DataTools means we no longer have to rely on recruiters to manually update data..."
North Highland - Kyloe DataTools
Learn More
“We must have saved 1,000s of hours thanks to Kyloe..."
Pioneer Selection
Learn More
"Kyloe set the bar (high!) for what an implementation project should look like"
Wapiti Medical Staffing
Learn More
“Kyloe AwesomeDocs has made a huge difference to the efficiency of our processes."
Allen Recruitment
Learn More
"Kyloe were able to enhance value and streamline complexity"
HRM
Learn More
"I’d highly recommend Kyloe for anyone looking to get started with Herefish..."
HiPo - Herefish setup
Learn More
"Kyloe had extensive knowledge of Adapt, Bullhorn and our integrations."
Macdonald and Company
Learn More
“Kyloe delivered, and guided us perfectly through the whole project."
ageneo
Learn More
"With DocuSign, contracts are generated, signed and saved back to Bullhorn."
Agri Labour
Learn More
"Kyloe can help you customise Bullhorn, use the opportunity to bring your wish list to life”
Cherry Professional
Learn More
"Contract generation is now down to four minutes - 10 times faster than before"
Precise Consultants
Learn More
"The report has given us great confidence in our COVID-19 policy making"
Homeworkers Canvas Report
Learn More
"Kyloe AwesomeDocs is intuitive, powerful and can be used with minimal training."
Petroplan
Learn More
Bullhorn implementation to offices across the globe in five months.
The Planet Group
Learn More
"Thanks to Kyloe's tailored training programme, we now have a team that fully understands the value of Bullhorn."
Gentis
Learn More
"My business is very satisfied with the work Kyloe have done within a short timescale."
CRA Recruitment
Learn More
Migration, implementation, and training for Bullhorn in under 3 months
i-Pharm
Learn More
Implementation
Learn More
Customisation
Learn More
Kyloe AwesomeDocs
Learn More
Kyloe DataTools
Learn More
Kyloe Workflow
Learn More
Data Improvement
Learn More
Streamlined Communications
Learn More
Paperwork Automation
Learn More
Kyloe For Healthcare
Learn More

How can we help you?

There's almost nothing our Bullhorn experts can't do!
Get started
Learn more

Solutions

Get more out of Bullhorn with solutions that are as unique as your needs.
Document automation
Kyloe AwesomeDocs for Bullhorn
Built with Bullhorn users in mind, Kyloe AwesomeDocs sits within your platform for a seamless...
Learn More
Data quality
Kyloe DataTools for Bullhorn data management
Your Bullhorn CRM sits at the heart of your business, but the data within it can become duplicated, inaccurate...
Learn More
Light industrial document automation
Kyloe AwesomeDocs for light industrial
Kyloe AwesomeDocs for light industrial allows staffing companies to submit candidates in mass while...
Learn More
Templated communications
Kyloe Workflow
Kyloe Workflow automates and streamlines how you send and track communications and schedule interviews with...
Learn More
Healthcare automation
Kyloe for Healthcare
Speed and accuracy is everything in the healthcare staffing industry. Accelerate your submissions, manage...
Learn More
Document automation and e-signatures for Invenias
Kyloe AwesomeDocs for Invenias
From Candidate NDAs and Right to Represent letters to proposals and terms of business, Kyloe AwesomeDocs...
Learn More
ROI calculator: Kyloe AwesomeDocs
Discover the value of document automation
...
Learn More
Bullhorn Automation enablement
Bullhorn Automation (formerly Herefish) enablement
Our Essentials package gives you everything you need to get up and running with Bullhorn Automation for the...
Learn More
Bullhorn Automation consultancy
Bullhorn Automation consultancy
Automation holds huge opportunities for staffing companies, but are you equipped to get the most out of...
Learn More
Automations and validations
Bullhorn automations and validations
Automate your workflows and processes across the recruiting lifecycle, and add validations to ensure...
Learn More
Data updates
Make your Bullhorn data work harder
Your database is one of your most valuable assets. It sits at the heart of your business, from sourcing...
Learn More
Acquisitions and divestments
Acquisitions and divestment services for your data
Migrating data onto Bullhorn following a merger or acquisition, or splitting an existing database following...
Learn More
Integrations
Bullhorn integrations
Build a Bullhorn that seamlessly combines recruitment, business development, and finance by integrating...
Learn More
Training
Bullhorn training as part of your implementation
Ensure your users know how to use Bullhorn effectively with our range of on-site and remote training options....
Learn More
Process and system review
Let us solve your unique pain points
A truly custom experience, our consultants listen to your challenges, understand your goals, undertake a full...
Learn More