01
15+ hourspotential weekly time reclaimed
Recruiter Productivity
Reclaim time lost to manual updates, duplicate records and disconnected tracking.
Strategic Business Proposal
Recruitment CRM Optimisation Assessment
Maximise recruiter productivity and pipeline visibility through strategic system enhancements.
Prepared by:Raeburn Consulting
AI Automation & Recruitment Operations Consulting
The CRM opportunity
Turn CRM data into productivity, faster placements and better forecasting.
A structured CRM optimisation programme improves adoption, removes repetitive administration and gives leaders a dependable view of pipeline health.
02
<24 hourstarget candidate response time
Candidate Engagement
Use automated follow-up workflows to keep candidates informed and moving.
03
Real-timeforecasting and performance data
Pipeline Visibility
Create reliable, real-time reporting across consultants, teams and revenue streams.
Current state
Underused systems and inconsistent processes limit recruitment efficiency.
Poor adoption, duplicate records and manual workarounds undermine search quality, candidate experience and confidence in reporting.
Underutilisation
Recruiters revert to spreadsheets and manual trackers while built-in CRM tools remain unused.
Inconsistent Usage
Different consultant processes create fragmented data and unreliable reporting.
Duplicate Records
Duplicate candidate and client records reduce search accuracy and confidence in the CRM.
Manual Updates
Data entry and administration displace revenue-generating recruitment activity.
Workflow bottlenecks
Map the recruitment lifecycle to find the highest-value improvements.
SourcingManual data entryRecruiter time lost to administration
EngagementSlow follow-upQualified candidates lost to competitors
InterviewingScheduling delaysLonger time-to-fill and delayed revenue
PlacementManual updatesInaccurate forecasting and missed opportunities
Recommended actions
Improve CRM performance with focused data and workflow changes.
01
Automated Data Capture
Implement CV parsing and automated record creation to reduce manual entry and improve database accuracy.
02
Candidate Data Enrichment
Maintain accurate candidate records through integrations and automated profile enrichment.
03
Recruitment Workflow Automation
Automate outreach, follow-up and interview scheduling to reduce delays and improve response rates.
reduction in manual administration
CRM adoption with standardised workflows
candidate response times
pipeline and revenue forecasting
90-day strategic plan
Build clean foundations before scaling automation.
Data Cleanup & Audit
- Audit CRM usage, workflows and data quality
- Remove duplicates and establish data standards
- Identify high-impact productivity bottlenecks
Process Automation
- Automate candidate engagement and follow-up
- Implement CV parsing and data enrichment
- Reduce manual administration and recruiter workload
Reporting & Adoption
- Launch real-time leadership dashboards
- Train consultants on standardised workflows
- Measure improvements and prioritise the next phase
Assessment scope
Start with a clear view of architecture, workflows and data.
CRM Architecture Review
Review system structure and readiness for modern recruitment automation.
Workflow Observation
Identify friction in live recruiter processes and document operational bottlenecks.
Data Quality Audit
Pinpoint data issues and create a prioritised list of practical recommendations.
Practical recommendations. Prioritised roadmap. Measurable ROI.
Identify your highest-impact CRM improvements.
Book a free strategy call to discuss where CRM inefficiencies are limiting productivity, engagement and reporting visibility.