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Accelerate recruitment processes with Salesforce

Save time by automating essential tasks for attracting and selecting talent. Track your candidates with a click. Turn your CRM into a key piece for talent management processes.

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Does this sound familiar?

The consultant usually carries out two processes: 1: Lists of companies and leads should be generated according to the market and buyer persona defined, establish a first contact with the leads to qualify and, finally, schedule a meeting. At the meeting, we find out if there is an opportunity and, if so, we try to close a deal. Leads (and companies) can be generated through: lists (already in Salesforce or external), LinkedIn (companies looking for candidates are usually searched), or other external databases, both online and excel files. Candidate search: We usually work, from internal data or directly from LinkedIn, recruitment campaigns by market / skills / experience / knowledge to obtain a first list of potential candidates suitable and potentially open to change.

Key elements to close meetings

Create/review contacts or accounts from LinkedIn

LinkedIn is fundamental. If I have to generate accounts and leads, it is essential to be able to create them in Salesforce from LinkedIn, being able to see if they already exist, what status they are in, latest conversations and contracts and who owns them.

Increase contact probability

We usually work between 2 and 4 leads per company, depending on the size of the target company. This increases the probability of contact.

Multi-channel outreach

Once the account and leads/contacts have been created, start a multi-channel contact process (phone, email, LinkedIn and WhatsApp messages) that maximizes the probability of contact, ensuring that a minimum number of times are insisted upon.

Maximize relevance

In case of contact, follow the appropriate script according to industry, buyer persona, etc. to maximize the relevance of the message. And have the necessary content to answer any question.

Improve qualification

Ask qualification questions, so that you can know the quality of the lead and complete the contact and profiling data.

Easier meeting closure

Close the meeting, being able to offer my free hours in the calendar to avoid unnecessary exchange of messages. Complete the administrative tasks necessary to formalize the closing of the meeting.

Key elements for the opportunity follow up

Prepare for meetings by reviewing past communication

The first step is to prepare for the meeting. To do this, you need to take context from the account and contact, reviewing all previous communication. Especially the call / message where the meeting was closed. Also, if the industry account/contact's profile usually has a LinkedIn profile, it is key to review them, see how the contact describes themselves, the company, and read the latest updates.

Qualify opportunities

In the meeting the contact is qualified with the objective of determining if there is an opportunity or not, based on the criteria established in the sales playbook.

Organized pipeline

It is essential to maintain a well-organized pipeline of opportunities where each one is at the right stage, always with well-defined 'next steps'.

Complete forecast information

The pipeline must allow the forecast to be calculated. Therefore, the fields 'amount', 'expected closing date' and stage must always be updated.

Quick access to content

It is very important to have access to content that can be sent to answer any questions or internal customer process.

Key elements to search and contact new candidates

Quick candidate search and contact

Searching for and contacting candidates is very similar in terms of process to searching for company contacts. It involves: Finding the right potential candidates (profile), establishing first contact to 'qualify' (do they fit? And are they open?) and, finally and in case they qualify, scheduling a call with them to present the opportunity. If there is interest, the opportunity is opened and the appropriate follow-up is done.

This is how we optimize your Salesforce

We give you the innovation you need to power your Salesforce. Increase productivity and get better data to make good decisions.

60% Increase in productivity

  • Ten times faster browsing speed in Salesforce. Candidate and customer views show all past activity in one click.
  • Bring LinkedIn and WhatsApp into Salesforce. Send messages, visit profiles, create accounts, and more, without leaving the social networks, while all your activity is automatically logged and updated in Salesforce.
  • All your contact tools are just a click away. Create emails with AI-suggested content and
    view your calendar without leaving the editor, and automate emails whenever you need to.
  • Access incoming activities such as calls, emails, LinkedIn, or WhatsApp messages in a single inbox where you can respond in one click.
  • All tasks are organized and presented to the agent based on priority.

Decrease in training time by up to 80%

  • Guided follow-up assistance for candidates, companies, and opportunities, through pre-configured cadences. Recruiters will know when and whom to contact.
  • Automatic information gathering and field updates. Agents will know what to report, thanks to digital assistants, and when to do it.
  • Content suggestions based on the candidate’s profile. Depending on the context, Bloobirds suggests which documents or messages to send.

Ensure consistency in follow-up by 95%

  • Use cadences to establish the follow-up plan and define upcoming tasks.
  • Visualize arguments and content when calling and sending emails in real-time. Can be segmented by customer type, service, or any Salesforce variable.
  • Identify candidates or companies with no future tasks assigned. Keep your pipeline organized and ensure follow-up.

Take your CRM to the next level

Transform your Salesforce or Dynamics into a real sales machine

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