Seamless integration of recruitment portal products to salesforce CRM
The client is a leading recruitment agency specializing in connecting businesses with top-tier talent across various industries. They operate across multiple recruitment platforms and utilize Salesforce CRM to manage their customer relationships and job profiles.
The client was seeking an automated solution to manage product data synchronization between two different recruitment platforms. They wanted to eliminate the time-consuming manual updates and automate the entire data management process for efficiency, accuracy, and scalability.
Technology Mindz integrated the client’s Salesforce CRM with their external recruitment systems, creating an automatic sync between the two platforms. We developed a custom solution that upserts product data on a daily basis, eliminating manual data entry and providing real-time updates to the recruitment team.
The client had to manually enter and update product data into Salesforce, which led to inefficiencies and increased the chances of errors.
The manual process of fetching product data one by one from external systems was highly time-consuming, affecting the productivity of the recruitment team.
Real-time updates were not possible, as the manual process was unable to sync the data quickly enough for urgent recruitment needs.
Managing updates to the existing product database was a challenge without a structured and automated system.
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We created an automated sync process between the two recruitment agency platforms and Salesforce CRM, ensuring data flows smoothly without human intervention.
We implemented a daily upsert function that automatically updates product information in Salesforce CRM every 24 hours, removing the need for manual updates.
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A custom field was created to make the batch/queue updates schedulable, enabling seamless product data synchronization.
We built a custom product database within Salesforce to store the recruitment product information securely and efficiently.
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- 85% Reduction in Manual Data Handling:The automated system minimized the need for manual data entry, significantly reducing time and errors.
- 30% Faster Job Profile Closure: By integrating real-time product updates, recruitment teams were able to access accurate data quickly, speeding up their job closing process.
- 20% Reduction in Operational Expenses: Automation led to a reduction in the resources needed for manual updates, resulting in operational cost savings.
- Real-Time Product Updates: The integration ensured that product data was always up-to-date, with no need for manual fetching, improving the efficiency of the entire recruitment process.
