Microsoft Dynamics CRM 2011 Workflows for Your Staffing Company
In today’s fast-paced business world, it is imperative your organization’s software works for you instead of you working for it. Leading companies in the 21st century use automated processes to stay organized and up-to-date. Microsoft Dynamics CRM 2011 and the staffing software solution 1Staff allow you to leverage the powerful Microsoft platform and automate specific, intricate business processes by utilizing Dynamics CRM 2011 workflows. These workflows can be simple or complex and can cater to specific needs within your organization.
To illustrate this, I’ll use a Staffing and Recruiting example:
Creating follow up emails, phone calls, or other tasks for new leads or candidates
Sending required documents such as I-9s or employment term contracts
Notifying recruiters when a background check has been completed
Recruiting new candidates and making sure your contacts are being taken care of in a consistent, thorough manner not only assures you haven’t missed any opportunities, but also demonstrates you have reliable organizational processes. With Dynamics CRM 2011 workflow, the options are endless. Creating workflows is easy enough for any end-user to learn. (Learn How to Create a Workflow in CRM 2011) Take it one step further, and give yourself the most versatile solution on the market by adding 1Staff to the mix. 1Staff is the staffing solution for Dynamics CRM which functions from within as an applicant tracking system. This is a must-have for your recruiting and sales team.
With workflow inside 1Staff, the members of your recruiting team may want to receive a text message alert sent to their phones as soon as a new candidate is assigned to them. Your sales people may also want certain events to be triggered upon a candidate’s completion of various stages in the application process.
For example, if an applicant is listed as a “possible candidate,” you can automatically send the candidate’s details to the customer with the open job order. If the candidate is rejected by the customer, a workflow in 1Staff can automatically send an email notification to the candidate. If the customer decides the applicant may be a good fit, the customer can notify the recruiter who, in turn, will change the status of the application. This can be set up to set off a whole new series of events such as scheduling interviews, performing background checks, and/or sending acceptance letters.
Another example of how 1Staff can benefit your staffing organization is by parsing resumes into the system and beginning the applicant tracking process. When a potential candidate sends an email to your company, 1Staff will parse the resume and create a new candidate record in your database. Once the new record is created, a workflow can automatically send the candidate a confirmation email letting the person know his or her resume has been received. This can further generate a follow-up activity in a recruiter’s queue. A queue is an activity list that can be specific to any user, team, or division established in Dynamics CRM 2011. Think of it as your ‘action item’ to-do list. When the recruiter or recruiting team accesses their queue, they will see a new candidate has been created and proceed accordingly.
As you can see, the possibilities for business process automation are only limited to your imagination. See how Microsoft Dynamics CRM 2011 and 1Staff can work together for you in your organization.
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