Streamlining and managing your recruitment activities can be quite challenging. From receiving the candidate’s application to onboarding, Salesforce will provide you with a unified platform to easily manage your recruitment activities.
In this success story, we helped our client to streamline their HR activities by building a separate application in Salesforce which specially focuses on their recruitment needs. We leveraged Amazon Web Services and integrated our client’s recruitment portal with Salesforce to accelerate and simplify their recruitment processes.
The best part is we were able to deploy this customization in Salesforce without causing any disruption in their business activities.
Get to know about our client and their business challenges!
Our client is a leader in providing real estate service in Baytown that specializes in providing mortgages and title insurance. Established in 1998, touches over 12,000 clients per year and has received around 15+ awards for their involvement in the industry.
As the scope of their business needs increased, Client team was looking for new sales agents to work for them. Having opted for Salesforce to meet their business needs, the Client Group wanted to leverage Salesforce to efficiently handle their recruitment process. From receiving the candidate application to managing the onboarding process, our client wanted to build a unified platform in Salesforce through which they can easily organize their HR activities. But they wanted to perform this without causing any interruptions in their business environment and hence decided to restrict the visibility between their recruitment and business activities.
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Client chose AVASOFT center for Salesforce consulting to meet their requirements!
- Our Salesforce experts analyzed the client’s unique business needs and decided to build a separate application in Salesforce for managing their recruitment activities.
- To restrict the visibility across streams, community licenses were granted to the recruitment team. This gave them separate permission sets to perform their HR roles without interfering in the business moves in Salesforce.
- Our team leveraged AWS cloud to integrate the client’s recruitment portal with Salesforce. The integration was built through lambda triggers to easily manage the applicant’s detail in Salesforce.
- To make the whole recruitment process a seamless one, our Salesforce experts integrated their Salesforce with Microsoft Teams using connected apps.
- We also suggested Microsoft 365 best practices and helped our client to manage their onboarding activities through SharePoint.
The business gains for the client:
- Our client was able to easily manage their recruitment activities, without messing up with the business details in Salesforce.
- Since we restricted the visibility across the channels, our client was able to meet two unique needs (recruitment and consumer engagement) with one Salesforce account. This helped them to cut down on the additional licensing charges.
- After integrating the recruitment portal with Salesforce, they were able to easily capture and track the progress of the applicants in Salesforce.
- From Salesforce platform, our client was able to swiftly schedule and record meetings in Teams. And they were able to easily manage their onboarding activities in SharePoint portal.
- Our custom Salesforce services helped the client to simplify their recruitment process and achieve business efficiency by 25%.
