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