Great CRM software can help recruiters and hiring managers save time, track important data, and streamline their workflow. But in such a crowded market, how can you make your recruitment software stand out from all the others? You need to give users a reason to choose your product over competitors’ offerings. Here are some ideas to get you started: Consider your target audience. Are they accustomed to certain visual cues? Do they have any special requirements or limitations? These factors will inform how you design your user interface, as well as what features you offer.
Give users a clear sense of direction
Before you dive into the details of each feature, you need to establish a sense of direction. Your onboarding process should give users a clear idea of what they can do with your product. Start by clearly identifying your target audience and the problems you can solve for them. From there, you can structure the rest of your CRM’s features and functionality to address those issues. At the very least, your CRM should have a way for users to log their activities and communicate with other team members. The best Recruitment CRMs offer more robust functionality that lets users track everything from leads and opportunities to contacts and tasks.
Keep the UI simple and uncluttered
Next, you need to think about how you will organize and present all this functionality. Don’t try to pack everything into a single screen — that’s a recipe for visual and functional chaos. Instead, keep the UI clean and uncluttered. That way, users can easily find what they’re looking for. At the same time, make sure you have ample room for customization and integrations. A one-size-fits-all approach won’t work for everybody. Your CRM should provide enough flexibility to accommodate a wide range of needs.
Provide a helping hand with onboarding
As you organize the UI and features, you need to make sure users understand what they’re seeing. You can’t expect them to pick up your CRM intuitively — especially if it’s their first time using it. That’s why it’s important to provide thorough onboarding tutorials and/or guided tours. Give users a tour of your CRM’s main features, walk them through the user interface, and explain how everything works. Consider adding a help and support section to your CRM as well. That way, you can address common issues and questions in real time.
Allow for easy tracking and reporting
If your CRM is supposed to help users save time and be more efficient, it should facilitate easy tracking and reporting. Your CRM should let users create custom fields and track the data that’s important to their roles. It should also provide a variety of charts and graphs that let users visualize their data. For example, let’s say one of your target audiences is sales representatives. They might use your CRM to track leads, assign deals to themselves or their team members, and monitor their progress. For them, it would be helpful to have a Sales Pipeline view that shows deal statuses and the projected close dates.
At the end of the day, your CRM should promote efficiency and help your team achieve its goals. To do that, it needs to be easy to use and understand. The best CRMs are uncluttered, intuitive, and offer a helpful onboarding process. They should also allow users to track their activities and create easy-to-read reports for senior management. Your CRM doesn’t have to be flashy to stand out. It just needs to be useful to its users. That is the best way to gain traction in the market.