How I Use Salesforce for My ATS

summary
In this episode of Salesforce for Recruiters, Brad Owens shares how he used Salesforce for recruiting and provides tips and tricks for using the platform effectively. He demonstrates how he organized his day using the Asymbl applicant tracking system, set up his homepage, and used a digital whiteboard to track jobs. He also explains how he managed the sales process, moved candidates through the interview stages, and leveraged automation and AI to improve the recruiting process. Owens emphasizes the importance of using Salesforce as an applicant tracking system to collect and analyze data for better candidate matching and future AI capabilities.
keywords
Salesforce, recruiting, Asymbl, applicant tracking system, organization, sales process, interview stages, automation, AI, candidate matching
takeaways
Using Salesforce for recruiting can greatly improve organization and efficiency in the hiring process.
The Asymbl applicant tracking system is a valuable tool for managing jobs, candidates, and interviews within Salesforce.
Setting up a personalized homepage and using a digital whiteboard can help recruiters stay organized and prioritize tasks.
Automation and AI in Salesforce can streamline the recruiting process and improve candidate matching.
Collecting and analyzing data in Salesforce can provide valuable insights for future hiring and AI capabilities.
titles
Organizing Your Day with Salesforce and Asymbl
How to Use Salesforce for Recruiting: Tips and Tricks
Sound Bites
"Learn how I use Salesforce for recruiting."
"Managing the sales process in Salesforce"
"Moving candidates through the interview stages"
Chapters
00:00
Introduction: Brad Owens' Journey with Salesforce
01:59
Organizing Your Day and Setting Up Your Environment in Salesforce
04:02
Streamlining the Sales Process with Automation
06:42
Sourcing Candidate inside of Salesforce
11:12
Automating the Recruiting Process
14:54
Automations in the Recruiting Process
17:51
How Would I Do Things Differently Today?

[@Dwilso621]

Would love to see an in-house version of this. I am with an early stage healthcare start up with no systems currently in place for ATS/CRM. I used SF at a previous job. It was used by bus dev, recruiting, ops, etc. I want to figure out how to utilize here. Typically, the CRM function sucks in most ATS. In order to ensure recruiting and growth are one and the same, sales and bus dev needs to work with the same data.

[@recruiterbradowens]

I'll add it to my list of videos to create! Make sure you're subscribed so you see it. To be brief, an in-house version would look very similar except for the front end process. At one organization, we used standard Salesforce approval processes tied to a job. A hiring manager would first create a new job record. That record would be sent to HR for approval. Once approved, the recruiters would be able to work on the job and collect resumes. All of that can function in Salesforce.

[@Dwilso621]

@@recruiterbradowens Thanks for the clarification! I started a SF sandbox last night and have been setting up to give my CEO a live look at how our’s could function. I’m really curious about how Asymbl fits into the overall experience. Do you all offer a sandbox or trial that can be added onto it? He wants to meet this week and it would be ideal if something can be worked out for that. Let me know if there’s someone I can contact on your team.

[@recruiterbradowens]

@@Dwilso621 Happy to set you up with what you need. Send me an email and we'll work something out.

[@recruiterbradowens]

I made a video showing exactly how I handle internal recruiting use cases just for you! You can find it here: kzbin.info/www/bejne/nYKcomiGqL6jjsU

[@tiffanyallen576]

I would love to see how your apps come in from the website. We are currently using a Web2Lead form, but the lead conversion process is a little clunky and I know our recruiters would love to not have to convert leads. Base on your screenshots, it appears it is matching applicants to current contacts and not using the lead object as the first stop. We are also currently trying to solve for automated source tracking, so any tips and tricks related to the application process would be helpful!

[@recruiterbradowens]

@tiffanyallen576 - I created a video just for you where I answer this question! You can find that here: kzbin.info/www/bejne/nYKcomiGqL6jjsU Let me know if you still have any questions.