Streamlining Recruitment for Inclusive Boards with Dynamics 365
Zelite Solutions helped a leading UK executive search agency enhance its recruitment process with Microsoft Dynamics 365 Sales & Marketing. By automating workflows and integrating Mailchimp, Skype, and Outlook, they streamlined candidate engagement, communication, and data management. This solution improved efficiency, boosted diverse candidate interactions, and provided clear visibility into recruitment activities, all secured through scalable cloud deployment.
Industry
Time Required
Engagement Model
Solution
Current Phase
Technologies
A leading UK executive search agency specializing in building inclusive boards sought to improve their recruitment processes. Their mission to promote diversity within leadership teams required a robust and efficient system for managing diverse candidates and client interactions. This case study details how Zelite Solutions implemented Microsoft Dynamics 365 to address these challenges.
The client required a solution to address the following:
- Manual Processes: Streamline manual tasks like lead qualification, opportunity creation, and proposal generation, focusing on diverse candidate pools.
- Diverse Candidate Engagement: Enhance engagement with diverse talent through a well-defined and inclusive recruitment process.
- Communication Challenges: Improve communication with diverse candidates and clients through effective email marketing and collaboration tools.
- Data Management with Diversity Focus: Consolidate candidate and client data for better visibility and accessibility, emphasizing diversity metrics.
Zelite Solutions implemented a cloud-based solution using Microsoft Dynamics 365 Sales & Marketing with integrations for Mailchimp, Skype for Business, and Microsoft Outlook.
- Cloud Deployment: Dynamics 365 was deployed on the cloud, offering scalability, security, and access to advanced features for recruiting diverse talent.
- Sales & Marketing Module: The Sales & Marketing module provided functionality for managing leads, opportunities, contacts, accounts, and marketing campaigns focused on attracting diverse candidates.
- Customizable Fields: Creation of custom fields allowed the client to capture specific candidate and client data relevant to their diversity & inclusion focus.
- Workflow Automation: Workflows were configured to automate routine tasks such as lead qualification, opportunity creation based on qualified diverse leads, and proposal generation upon opportunity approval.
- Data Management: Records for candidates, contacts, accounts, opportunities, proposals, and invoices were created and maintained within Dynamics 365, with a focus on diversity metrics.
- Improved Recruitment Process: A defined workflow for the entire recruitment process provided a clear structure for efficient and inclusive candidate management.
- Integration with Mailchimp: Seamless integration with Mailchimp allowed for targeted email marketing campaigns to attract diverse potential candidates.
- Integration with Skype for Business: Integration with Skype for Business facilitated communication with diverse candidates, fostering stronger relationships.
- Integration with Microsoft Outlook: Integration with Outlook ensured effortless email tracking and communication management with diverse candidates and clients.
By implementing Dynamics 365 with integrated tools, the client achieved significant improvements:
- Increased Efficiency: Automation of manual tasks like lead qualification and proposal generation resulted in greater efficiency and a focus on identifying qualified diverse candidates.
- Improved Candidate Engagement: A defined recruitment process and streamlined communication enhanced engagement with diverse talent.
- Enhanced Communication: Easy access to email marketing tools, Skype for Business, and Outlook ensured seamless communication with diverse candidates and clients.
- Data Visibility: Centralized data management within Dynamics 35 provided clear visibility into recruitment activities and client information, with a focus on diversity metrics.
- Scalability and Security: Cloud deployment ensured a scalable, secure, and accessible solution that could adapt to future growth in building inclusive boards.
By implementing Microsoft Dynamics 365 with Mailchimp, Skype for Business, and Outlook integrations, Zelite Solutions empowered the UK search agency to streamline their recruitment process, improve candidate engagement with diverse talent, and enhance communication across the board. This comprehensive solution has positioned them to achieve their mission of fostering diversity and inclusion within leadership teams.
