Five Things You Need To Do When You Change CRM

A process most recruitment agencies will be familiar with is reviewing their software. There will be 101 questions you’ll need to ask, multiple people to liaise with and lists coming out of your ears which is exactly why we’ve simplified things for the sake of this blog post.

Work out why you’re reviewing

There is absolutely no point in changing your recruitment CRM if you don’t have the foggiest what went wrong with your previous one. Was it too expensive? Was it outdated? Did your consultants not use it enough? Once you’ve worked out the reason you’re reviewing systems, you’ll know what the most important factors are when looking for your next one.

Put a plan in place

I guarantee you won’t get far in reviewing systems or actually changing CRM without a plan. There can be so much involved in the process so you make sure you have a team in place with different roles and responsibilities, a process to follow and timescales to stick to. You’ll find everything runs just that little bit smoother when nobody’s questioning what the next step is or who was meant to write the RFI.

Nail your requirements

You will not have a clue how well a CRM could work for your business if you don’t know what requirements it needs to meet. Analyse your current recruitment software, what you like/dislike, what features you use/don’t use and what integrations are essential. And don’t forget to make a list of what you require from the supplier themselves. Do you need 24-hour support? Will your consultants require training? Do you want monthly calls with an Account Manager?

Analyse your data

A new CRM is the perfect opportunity for you to revisit the data you’ve collected over the years and work out what’s actually valuable to you. Some smaller agencies will opt for a totally blank database with their new CRM so they can start from scratch and ensure every piece of data is up to date, entered correctly and of course, GDPR compliant! This just isn’t possible for bigger agencies as it would take an age to complete but you can still have a good old clear out!

Work out the figures

Obviously changing CRMs can be a costly project so it’s vital that you dedicate some time to checking out the figures. Analyse the cost of your current supplier including licensing/subscription fees and hosting, support and training charges then use that to form a budget for your new CRM. Don’t forget that you may need a data migration!

There are way more things involved in changing CRM than what we’ve outlined in this post so if you’d like to know the nitty gritty of reviewing recruitment software then you can download our newly updated whitepaper!