Connect – Microsoft Dynamics 365


Tech hiring made easy with CRM

Sep 27, 2019

By Jeff Ballard

Time is money in the world of hiring. The difference of a few days could mean the difference between your perfect candidates being available for hire or no longer on the market. 

You probably see this a lot when recruiting technical candidates, who are currently experiencing heightened interest in a demanding labor market. Any opportunity to further integrate your hiring process is beneficial to your hiring team. 

One such opportunity is centralizing all your hiring and sourcing activities through a customer relationship management (CRM) system.


CRM is highly flexible and can be rapidly molded into a “candidate relationship management” system that fits your exact needs. CRM offers many features for a highly effective applicant and candidate tracking system, and it’s designed to: 

  • Manage processes
  • Catalyze collaboration
  • Provide outstanding security
  • Integrate your office management tools such as Microsoft Office 365
  • Deliver an outstanding mobile platform for any time/anywhere use
  • Provide highly effective document management
  • Integrate with marketing tools to help communicate more effectively with interested applicants and qualified candidates

Here are four ways a hiring CRM can help your organization:

1. Process management

A CRM system is not just beneficial to your company’s sales and marketing teams. Your HumanResources department and hiring teams will immediately find its features and functionality highly useful for finding the right candidates and managing the applicant-to-hire process. 

With the ability to track a range of planned and completed activities — including interviews, reference and background checks, email responses and phone calls — in one central location, a CRM system can become recruiting central for your hiring team. Email maintenance often takes upwards of two and a half to three hours a day for a candidate recruiting team. Whether interacting with candidates expressing interest in one of your company’s openings or communicating with the candidate and hiring team on the interview schedule, constant and organized communication is a must for best results. 

Organizing the hiring process in CRM is easy. Your hiring team can organize every candidate around your job openings by simply attaching candidate resumes to their profile and relating the candidate profile to the job/description of interest. The process is easily managed by tracking planned and completed activities for each candidate meeting, important phone conversations, and email sent around candidate profiles. Appointments are easily coordinated with the hiring team, resumes are instantly accessible to all involved, critical hiring tasks are visible for easy follow up, and documents are never lost in the shuffle. 

2. Collaboration

Using a CRM system also benefits collaboration efforts. It’s crucial for all candidate information to be found in one place since many different parties are involved in the hiring process — including the hiring manager, interviewers and onboarding manager. 

By having things streamlined, all parties can be on the same page in tracking candidates through the process and not repeating steps. When you create a checklist of required documents, candidates can be guided smoothly through the hiring process by your hiring team. There is no reason to have to default to a filing system or spreadsheets; centralizing efforts in CRM will keep all parties on task. 

3. Mobility

CRM is not restricted to the office or a desktop in general, so an applicant tracking system built on a CRM platform is immediately a mobile system. Your hiring team could meet candidates outside the office and readily reference the resume information prior to the interview. A hiring manager could review the entire candidate and job profile out of the office and be positioned to provide their hiring approval. CRM security profiles help ensure that key information accessed in office, home or on the road is only available to those with permission.

4. Marketing to candidates

When doing outreach to potential candidates for a new open position, you already have a vested database of potentially qualified candidates. If a candidate was not a best fit previously, this does not count them out from all future opportunities. 

Your CRM database is able to double as your launch pad for sourcing qualified candidates, allowing for campaigns to be sent to a long list of candidates to determine their interest. If the candidates are interested, they can click a link to learn more about the role and responsibilities. Your recruiting team can see which candidates opened emails and clicked on job description links. 

As your candidate pool increases, with the ability to continually add new talent profiles to your candidate ranks, your chances of quickly finding the perfect hire will also increase. Your ability to find a needle in a haystack becomes absolute. 

Looking for a candidate with three typical skills and a few more specialized skills? You now have the ability to search all candidate resumes ever received with just one click. Once candidates are hired, all of their information is stored and can easily be transitioned to onboarding and the HR manager for new hire paperwork needs.

Hiring made easy

As companies continue to invest in technology, the ability to streamline use across departments further strengthens companies and their internal processes. CRM is one opportunity for further advancement. It’s not merely a lead generation and customer database tool for sales and marketing professionals. It can serve a similar purpose for HR and hiring: lead generation through candidate sourcing and as a customer database for those in the hiring process or available for future roles. Why not utilize what is already available to benefit more of the company’s practices?

If you would like to learn more about our CRM solutions, click here.