Data Hygiene

Use Herefish automations to update, maintain, and populate data in your CRM and ATS for top-notch data hygiene and usability.

Why is this helpful?

One of the most mundane tasks that every sales and recruitment professional has to deal with is data entry and maintenance.  It's a time-sucking, yet necessary task.

Automating these mundane, daily activities throughout the entire recruiting and sales process not only cuts out busy work for your entire company, it can be the difference between a budget year and a knock-it-out-of-the-park year.  1 hour saved per day per recruiter/salesperson equals 260 hours per year, per employee.  How many placements or contracts could your employees earn with 32 extra days in their year? If you really want to know, check out our ROI calculator here.

Here we show you how to let the Herefish automation 'robots' take care of the administrative burden of data hygiene - Not only keeping your database more up-to-date, but also making it more usable for marketing, recruitment, and sales alike.

Let's start opening up more time for revenue-generating activities.

We just replaced 50 data entry clerks and 6 months of work in a 10 minute call

Cory Jensen
CEO @ Anistar Technologies

Deeper dive

There are a number of scenarios to use missing data to trigger an action to update the blank field.  Here are some common examples you can incorporate into your own Herefish automation arsenal.

Copy

In some cases, recruiters and salespeople simply need one field to populate another, or copy data between entities.  Here are some examples of how you might use this automation.

  • Copy a candidate's state location to the state license field.
  • Transfer data from an old field to a new field.
  • Populate a candidate's degree type from job title or nickname.

Clear

If you've replaced an old field with a new field or otherwise remapped data, you may need to clear out an old field so it doesn't confuse the machines.

  • Clear data from a retired or old field.
  • Remove data from fields based on business rules.

Set

One way to make Herefish and your database work harder for you is to have certain fields automatically updated or populated based on contact actions, dates, and more.  This can enable better targeting and segmentation for automations, emails, texts, and direct calling.

  • Set contact's status, update score, or send notification based on contact's action or engagement.
  • Update the candidate's status when candidate creates new application.
  • Send survey to collect updated data when contact has been inactive for 12+ months.
  • Update the contact record's score when candidate's stage changes.
  • Set contact's score to 0 when a contact has opted out.
  • Set status when candidate's stage changes.
  • Update contact's status when bounced email occurs in Herefish.
How to Set Up a Data Hygiene Automation

  1. Create a list with the triggering criteria

 

  1. Create an automation to implement the desired change on that list.

Final Thoughts

A clean and updated database means that your marketing, recruiting, and sales efforts are getting to the right people at the right time.  When automations aren't used, keeping up with field updates and data maintenance can seem like an insurmountable task, especially for our recruiting and sales folks who need to stay focused on revenue-generating activities.  Implement the strategies above to see improvements in the following:

Key metrics

  • Percent of database that is usable
  • Percent of database that is engaged
  • Engagement scores
  • Conversion rates
  • Administrative hours required by recruitment and sales

It's that easy.  Of course, there may be more complicated scenarios not covered here.  In those cases, feel free to hit us up on the chat bot (<<), and we'll be happy to walk through it with you!

Make everyone happy.  Automate the busy (but necessary) work.

This automation uses:

Workflow Builder

Send Email

Send Text

Add Task

Send Notification

Add Note

Update Candidate

Update Sales Contact

Skill Level: Basic

Time: 15 minutes

Useful for: Anyone looking to automate data hygiene.

Results: A cleaner more actionable database plus more time for recruiters and salespeople to focus on revenue-gaining activities.

Ready to automate busywork?

Schedule a quick call now