Some useful considerations to help make sure you're getting the most return on any automations you introduce

When to automate your CRM

July 27, 2020
There’s no one size fits all for automation – make sure you get the most out of your investment by considering what your business needs before jumping in.
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There are so many opportunities for automating your recruitment CRM out there now that it can be difficult to know where to start. Before making any decisions it’s important to determine which automations are essential vs nice to have – after all, they should provide a benefit (usually in terms of a time or cost-saving) to your company.

So how do you know what to automate, and in a way that will maximise your ROI? We’ve outlined some of the key factors that should be considered when making your decisions:
Repetitiveness - The more a process is repeated, the more benefit you will get from automating it. One-off demands are unlikely to deliver the return you’d like. For example, you could automate a check in email to be sent to a candidate on their first day instead of sending it manually each time.

Volume - When volume exceeds human capacity, you have a few options. You could fall short of requirements, hire more people, or automate. Think about CV formatting – if you reach a point where your employees are spending so much time formatting CVs that their ability to focus on building relationships or placing candidates is compromised, then automation could be a great way of scaling up without having to hire additional people.

Data hygiene problems - If your CRM searches are returning poor quality results, or you set aside a chunk of time once a year to clean it up, then it’s likely that you could benefit from introducing to automated data maintenance processes. According to ZoomInfo, it costs $1 to verify a record as it’s entered, $10 to scrub and cleanse it later, and $100 if nothing is done – when you consider how many records you have on your CRM, this can soon add up!
Are you interested in learning more about automating your Bullhorn CRM? Whether you’d like to include Herefish as part of your Bullhorn setup, or explore custom automations that are unique to your business processes, we can help!

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