5 ways to improve your recruitment process with contact management in Trello
Keen to streamline your recruitment pipeline with Email for Trello? We dive into how strategic contact management can help your team engage candidates and hire faster.
If you’re considering Trello as an option for managing your hiring process, you’re going to love Email for Trello and our contact management features for organizing job candidates, engaging with recruitment agencies, and more. In this article, we take a look at:
What contact management is, and why it’s important for recruitment pipeline management
How to manage your contacts in Trello with the Email for Trello Power-Up
5 ways to improve your recruitment process using Email for Trello’s CRM (contact relationship management) features
Let’s take a closer look!
Why is managing contacts important for recruitment?
Managing your contacts effectively is an important part of successful HR and recruitment practices. With a comprehensive database in place, your team can store information about past and current candidates, as well as track interactions across prospective hires, upcoming interviews, and contract negotiation.
For recruitment agencies, a strategic approach to contact management helps teams keep applicant information organized and build long-term relationships with promising talent. Solid CRM practices are also valuable for internal HR teams who are looking to keep track of candidates in their hiring pipeline, while also seamlessly handling back and forth communication between job-seekers and the hiring team.
What is contact management?
In short, contact management is the organization and maintenance of contact information. For HR teams, contacts could include candidates, companies or agencies – whoever you deal with during the recruitment process! Great contact management is the backbone of great relationships (and, ultimately, more successful recruiting), so it’s important to have the right tools for the job.
💡 Great contact relationship management is an important growth driver for many small and medium-sized businesses. Learn more about the benefits of CRM software for small businesses.
A custom, no-fuss hiring pipeline
Gone are the days when you need a clunky HR platform to manage your hiring pipeline effectively. The Email for Trello Power-Up makes it possible to connect a shared email address to your Trello board, so that you can manage your contacts, emails and tasks – all in one place! Our advanced CRM features help recruitment teams to:
Keep detailed records. HR teams can maintain a comprehensive database of contacts, notes and email conversations.
Share information easily. Recruiters can quickly access the information they need, without having to waste time searching or asking colleagues for help.
Collaborate in real time. Greater visibility also makes it much easier to keep track of ongoing conversations – and jump in to assist team members where necessary.
Find out more about managing your HR process for recruitment with Email for Trello.
5 ways to streamline your hiring pipeline in Trello
Let’s take a closer look at how contact management works in Email for Trello, so that your recruitment team can get the most out of our powerful CRM features.
1. Make record-keeping easier with custom notes
Custom notes are great for organizing extra details relevant to your contacts. For example, your recruitment teams can add custom notes for a candidate’s job preference, details about skills and work experience, or even reminders for other team members. This can help to:
Reduce future time-to-hire. Keeping notes maintains a record of past interactions and observations, which can offer useful historical context and reduce future time-to-hire. For example, if you regularly recruit for similar roles, you can return to promising candidates who have already engaged with your hiring team and may be more likely to accept an offer.
Improve team communication. Shared insights and updates make it easier to collaborate with colleagues, because everyone is working from the same set of information. If a team member is sick or out of office, handing over to another recruiter is seamless, even if they haven’t worked with that particular client or candidate before.
Time-stamped contact notes are visible alongside emails and comments in the activity feed
Learn more about adding custom notes to your contacts in Trello.
2. Improve collaboration with the activity feed
The Email for Trello activity feed makes all your emails, contacts and tasks visible at a glance. This can help your team to:
Co-ordinate recruitment efforts. The Email for Trello activity feed acts as a convenient, centralized platform for tracking your hiring pipeline and email interactions as they happen. This makes it easy for recruitment managers to respond to real-time change and reallocate resources where necessary.
Stay up-to-date. A clear overview of open conversations means that everyone is on the same page with the latest information, reducing the need for time-consuming manual reporting.
By consolidating all your Trello information in one place, your team can easily review activity across all boards, contacts, notes and emails
Learn more about how to streamline your recruitment pipeline with the activity feed.
💡 Did you know? Our dark mode release means that you can enjoy the Email for Trello CRM dashboard in the same theme as your board.
3. Discover new recruiting insights
The overview provided by the activity feed is not only a powerful tool for HR teams looking to improve their response times and react quickly to real-time change. It’s also a really valuable way to discover new HR insights, so that you can take proactive steps to optimize your recruiting workflow and hire qualified talent faster.
Hire more proactively. Recruitment agents can track ongoing comms in the activity feed, so that they know when to make contact to invite a candidate for an assessment, follow-up after an interview or draw up an initial offer.
Make data-driven decisions. The activity view can help you spot trends and notice areas for improvement. Using this knowledge, you can apply your insights for better team communication, CRM and hiring pipeline management.
Use the contact overview to see team, contact and email activity across accounts, so that you can see what’s being done – and plan for how to improve
4. Save time with contact import (and export)
Maintaining an up-to-date database is essential for great CRM, but manual data entry can be a real time-suck for busy HR teams! Take advantage of Email for Trello’s easy import functionality so that you can:
Save team time. Importing contacts in bulk saves valuable time – and makes migrating your recruitment inbox into Trello that much easier!
Ensure accuracy. Batch uploading contacts eliminates typos associated with manual uploads. Plus, we automatically take care of any duplicates!
💡 TIP Need to upload contacts to Trello? We’ve made it easy for you with this downloadable CSV template.
If you need to share contacts with external collaborators like a recruitment and staffing agency (or simply do a data backup!), you can also export your contacts in just a few clicks. Learn more about contact import and export on the Email for Trello blog.
5. Keep your contacts organized with groups
Email for Trello makes it possible to group contacts by organization so that your team can keep contacts organized by company. This is especially useful for recruitment teams that might be researching and engaging multiple prospective candidates across various agencies at the same time.
Keep contacts organized. Organization groups give you a better overview of your contacts, allowing you to see all correspondents associated with a single organization at a glance.
Improve knowledge sharing. Team members can see all conversations in the context of a single organization, making it easy to stay up to date and keep track of the bigger recruitment picture.
💡 TIP After you’ve imported a contact list, Email for Trello recognizes similar email addresses and automatically groups them by organization.
Transform your hiring process with Email for Trello’s contact management features
Transform your recruitment pipeline with efficient contact management in Email for Trello! Make the most of our powerful CRM features to improve record-keeping, and boost communication and collaboration, so that you can better engage with prospective candidates – and reduce your time to hire.
