Data Hygiene

Browse Automations 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. […]

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Client Sales Leads

Browse Automations Client Sales Leads Consistently engage with new sales leads and find new customers and job orders Why is this helpful? The client acquisition side of the desk is just as important as the recruiting side; so why not use one tool to close the loop? Herefish can automatically track pages sales leads visit […]

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Post Hire Survey

Browse Automations Post Hire Survey Improve your client experience and engagement as well as create an opportunity to earn more business with client surveys Why is this helpful? Always Be Closing (and Improving) with automatically generated post hire feedback surveys for clients. Use these to not only gain insight into the client experience, but also […]

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Follow-up with Client Website Leads

Browse Automations Follow-up with Client Website Leads How (and why) to engage client sales leads who visit your website with this automated follow-up and nurturing campaign Why is this helpful? Client sales leads who visit your website are already in the consideration phase of the buying process.  Help move them through the funnel effectively and […]

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Client Score

Browse Automations Client Score Automations Use clients’ Herefish score to better target (and nurture) leads with automated notifications, emails, and more Why is this helpful? Better target and customize your follow-up messages to client contacts by segmenting by score. Whether a lead is super cold or on fire, you can design a workflow that meets […]

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Automate Cold Call Follow-up

Browse Automations Automate Cold Call Follow-up How to trigger an automated follow-up email after a cold call using Herefish and your CRM. Why is this helpful? Make life easier for your business development team with this automated cold call follow-up email. Simply create a dynamic follow-up email template along with an automation workflow to send […]

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Update Client Status

Browse Automations Automatically Update Client Status Use action and date triggers to automatically update a client record’s status as well as send notifications, tasks, and more Why is this helpful? Keep your database fresh and your followup fresher with automations built to make everyone’s life easier.  The status field is an often underutilized segmentation opportunity, […]

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Re-Engage Lapsed Client Leads

Browse Automations Re-Engage Lapsed Client Leads Use Herefish to create automated alerts and actions to re-engage client leads that have lapsed and need followup Why is this helpful? No one likes to be ghosted!  This automation will help your business development team stay on top of new client lead records by creating automatic notifications and […]

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Client Marketing

Browse Automations Automated Client Marketing Use Herefish to create customized marketing campaigns to client prospects promoting targeted content and blog articles Why is this helpful? Promote your content and engage your client contacts with Herefish powered automated client marketing and email campaigns.  Customize your client marketing emails into segments, delivering relevant and interested content to […]

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