Training Tuesday - Refining Your Business Development Processes

The story that we’re hearing from most recruiting agencies so far in 2024 is that business development is a huge priority for firms, even more so than in years past. Keeping the bills paid and your business afloat relies upon a steady stream of new business from both past and new clients.

While Top Echelon’s recruiting software is an applicant tracking system at its core, did you know that many of our clients (and even our own sales team!) uses it as a CRM, as well? Let Top Echelon Sales Manager Tory Tucker walk you through the ins and outs of setting up a sales pipeline in the Top Echelon ATS in this edition of our Training Tuesday series. Tory covers:

• Setting up a Hotlist to be the hub of your sales activities
• Quickly gathering and importing potential client data
• A typical workflow for managing your prospects
• Utilizing automations to remove manual sales tasks
• And much more!