Five effective stages to implementing your recruitment software

More and more recruitment firms are turning to recruitment software to utilise their database efficiently Getting bulky recruitment database onto a sophisticated software can be laborious and expensive. But being aware of the basic measures to implementing a recruitment software tool can make it a relatively straightforward process. If buying a software is on the horizon for your recruitment agency, then assess the steps you’re taking towards a successful implementation.

Involve your staff

The first stage of recruitment software implementation should begin with discussions with your staff. Having a chat about problems they encounter and the possible outcomes they would like for those will give you ideas about the kind of software solution that will benefit the company. Take those into consideration when you are deciding on any software.

Know the budget

Consider the budget and what your company can afford. You can immediately eliminate software solutions that are way above your budget requirement and focus on those that are more economical. However, don’t opt for the cheapest one in the market. Take your time to understand the features of the different software packages that are the most promising. If you don’t prefer any that are within your budget, you would do well to consider slightly expensive ones. If they are the right fit, it is worth stretching your allocated budget by a few pounds to get value for your money. Or you can get the basic package for the first few months and go for upgrades as and when your budget allows.

Understand your data

What do you want your database to do for you? How much of what you have is really important? Does everything need to go into the new software? Before starting to migrate all your data, ask the key staff to review their database and see if there’s any cleaning up they can do. They are the ones who need to work with the data and will know what is important and what can go. For example, any duplicate records and incomplete information can be erased. This is also an opportunity to see if your company is conforming to the GDPR principles. Even though this is time consuming, it will eventually assist the data migration as the data’s volume and the ease with which it can be moved affects the time and money you will need to pay for this process.

Configure the software

Once the CRM software is installed and you have your initial data set up, your systems administrator will need to look at software configuration. Ideally this go-to person should have excellent communication skills, have prior familiarity with CRM structures and understand the end goal of your business. Configuring the software helps in understanding how each feature works and if there’s any basic tweaking to do then this is when you can apply the ideas.

Invest in training staff

Arrange to have your staff trained in the CRM software so they can operate it to the best capacity. This can be an added expenditure but it’s important because it will guide their productivity. As they are the ones who will be using it every day, it is important they know their way around the software.