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Cloud Recruiting:
Using SRM to Communicate
   More Effectively with
        Prospects
     Kevin Corr, Director of Sales
Three Key Elements:
  Organization
 Communication
   Integration
Organization
       A dedication to the details.
SRM is a robust tool, but only as powerful
               as its users.
Organization
  Implementing a causal, integrated
     communication plan is key.
(A lot of the leg work needs to happen
        external to the SRM)
Organization
           Data Data Data
Data must be kept current in order to
effectively utilize the Communication
          functions of SRM
Communication
      Phone
      Letters
      Email
   Social Media
    (In person)
Phone
  Staff: Establishing routine / habitual
follow up with prospects and counselors
Student workers: Creating workflows to
            dictate follow up
Letters
    Storing Documents in the SRM
Utilizing Conga Composer to merge data
           with Documents
Email
 Building queries – suspects, prospects,
           applicants, accepts
Automating the email process – cascading
         communication tracks
(In person)
Access to the most current data
         On the road
          On the fly
Integration
                Using Workflows
                     For example:
Trigger an email to follow on the heels of a letter – and
          a follow up call on top of the email
Cloud Recruiting:
Using SRM to Communicate
   More Effectively with
        Prospects
     Kevin Corr, Director of Sales

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Cloud Recruiting SRM

  • 1. Cloud Recruiting: Using SRM to Communicate More Effectively with Prospects Kevin Corr, Director of Sales
  • 2. Three Key Elements: Organization Communication Integration
  • 3. Organization A dedication to the details. SRM is a robust tool, but only as powerful as its users.
  • 4. Organization Implementing a causal, integrated communication plan is key. (A lot of the leg work needs to happen external to the SRM)
  • 5. Organization Data Data Data Data must be kept current in order to effectively utilize the Communication functions of SRM
  • 6. Communication Phone Letters Email Social Media (In person)
  • 7. Phone Staff: Establishing routine / habitual follow up with prospects and counselors Student workers: Creating workflows to dictate follow up
  • 8. Letters Storing Documents in the SRM Utilizing Conga Composer to merge data with Documents
  • 9. Email Building queries – suspects, prospects, applicants, accepts Automating the email process – cascading communication tracks
  • 10. (In person) Access to the most current data On the road On the fly
  • 11. Integration Using Workflows For example: Trigger an email to follow on the heels of a letter – and a follow up call on top of the email
  • 12. Cloud Recruiting: Using SRM to Communicate More Effectively with Prospects Kevin Corr, Director of Sales