Managing sales and client interactions in a recruiting and staffing agency comes with unique challenges. Sales teams are often juggling multiple tasks like sourcing new clients, nurturing leads, tracking deal progress, and ensuring timely follow-ups. In such a fast-paced system, the core need would be a process that could save time for the sales team.
While the concept of 'Saved Search' helps them create customized Segments for Recipes, Recruiterflow also has a more direct method for choosing a trigger for sales process automation. These triggers mainly revolve around Companies and Deals and enable you to streamline your workflows, keep your team informed, and ensure no critical tasks slip through the cracks.
This article explains the importance of these triggers, their use cases, and how to leverage them to optimize your recruiting operations.
Overview of the Triggers
Recruiterflow has three specific triggers to run efficient sales operations around Companies and Deals:
1. A Company is Created
This trigger activates when a new company is added to Recruiterflow.
Use Cases:
Notify your sales team to begin outreach to the newly sourced company.
Automatically assign a sales representative to the company.
Schedule a task to research the company or set up a discovery call.
2. A Deal is Created
This trigger activates when a new deal is added in Recruiterflow.
Use Cases:
Notify account managers about high-priority deals.
Automatically schedule a kick-off call or task for the sales rep handling the deal.
Send an introductory email to the client about the next steps.
3. A Deal Stage Changes
This trigger activates whenever a deal moves from one stage to another in your sales pipeline.
Use Cases:
Notify account managers when deals are qualified or reach the contract stage.
Set reminders to follow up with clients as deals progress.
Schedule tasks for pitches, client calls, or proposal submissions.
Examples of Recipes You Can Create
For Companies
Recipe 1: Notify the sales team when a company is created.
Ensure the sales team is instantly notified when a new company is added to Recruiterflow.
Trigger: A company is created.
Action: Send a Slack message: “New company added: [Company Name]. Please review and start outreach!”
By promptly notifying the team, the sales team can begin outreach faster, making the most of new opportunities and improving response times.
Recipe 2: Assign tasks for research and initial calls.
Automatically assign a task to research the newly added company and schedule a discovery call.
Trigger: A company is created.
Action: Create a task: “Research [Company Name] and schedule a discovery call.”
This will reduce manual workload and ensure no lead goes unattended, streamlining the onboarding of new clients.
For Deals
Recipe 1: Send a notification for high-priority deals.
Get alerts for account managers when a new "High Priority" deal from specific top companies in your industry is created.
Trigger: A deal is created with “High Priority” status.
Filter: Add names of top companies in your industry
Action: Notify account managers via email with deal details.
This automation ensures that critical deals receive immediate attention, increasing the chances of closing them successfully.
Recipe 2: Remind account managers about contracts.
Create a task for account managers to follow up with clients after a contract has been sent.
Trigger: A deal stage changes to “Contract Sent.”
Action: Create a task for the account manager to follow up in three days.
This automation keeps the deal moving forward by ensuring timely follow-ups, improving client communication, and reducing delays in contract signing.