SWITCHING TO OUTLOOKAND GOOGLE FOR

MAIL AND CALENDARMelissa Rosen and Ed Haas

SWITCH@BULLHORN.COM

AGENDA

• Using Bullhorn with Outlook or Google• Why switch to Outlook or Google• A closer look at:

– Email– Contacts– Calendar– Workflow– Parsing in

• ROI • Migration packages• Next steps

USING BULLHORN WITH OUTLOOK OR GOOGLE

The simplicity and power of the Bullhorn ATS/CRM combined with a best of breed email and calendar

HOW BULLHORN EMAIL INTEGRATION WORKS

Message tracked

Candidates & Contacts

Recruiter

WHY SWITCH? BETTER EMAIL, BETTER CALENDAR

Message formatting

Spellcheck

Search

Spam

Reliability

Deliverability of messages and appointments

Mobile email and calendar on multiple devices

No changes in recruiting workflow

Access to Bullhorn Mail and Calendar history

Send & receive email

Send appointments

Mass mailings

Client submissions

Parse resumes

Add contacts

Add notes

Add tasks

Add files

SENDING AND RECEIVING EMAIL

SENDING EMAIL

John Sacerdote <john@bullhorn.com>

ALL EMAIL IS TRACKED IN BULLHORN

LOOKING UP A CONTACT IN BULLHORN FROM OUTLOOK

Outlook only feature

ONE CLICK ACTIONS FOR NOTES, TASKS, REMINDERS

CALENDAR INTEGRATION

• Appointments created in Outlook are added to Bullhorn• Appointments created in Bullhorn are added to Outlook• Best practice: always create Client interviews and appointments related to

Bullhorn records in Bullhorn for proper metrics

RECRUITING PROCESSNOTHING CHANGES

• Internal Submissions• Client Submissions• Interviews• Placements

PARSING IN

Email comes into Outlook or Gmail and you will go into Activity Center to take action on it

PARSING IN WITH THE ACTIVITYCENTER

Parse New and Existing candidate from files OR from the body of an email

“The integration between Outlook and Bullhorn is seamless, enabling our team to work faster than ever before. Our recruiters remain focused by using Outlook for email and Bullhorn to manage their jobs, clients and candidates, without the hassle of jumping back and forth between systems.”

— Scott Diamond, Vice President of Operations at Medix Staffing Solutions.

FIRMS DOING THIS TODAY

250 consultants

$35M annual revenue

1970 20122006

ABOUT US

WHY SWITCH

1. Richer experience overall

2. Improved deliverability of messages

3. Team had Outlook previously• Adoption Compliance

4. Features

IMPLEMENTATION

• Exchange server and expertise in house• Email already captured

• full inbox on day 1

• Bullhorn led project• Excellent documentation • “No surprises”

THE RESULTS

1. Live for 4 months

2. Team is very happy. Silence is golden

3. Compliance and Tracking

4. Better:• Message formatting• Mobile• Inbox search

TIPS

1. Setup distributions lists

2. Set expectations for your team

• Ie: email folders

3. Rules are powerful. Use them wisely and cautiously.

4. Think about calendar workflow

EVERYTHING YOU NEED TO MAKE THE SWITCH

MIGRATION PACKAGES INCLUDE:

• New mail client and server setup instructions and

guidance

• Updates to Bullhorn configuration

• Training for your subject matter expert and your team

$500Special pricing through the end of July

ROIScenario  % of workday spent in email 50%average recruiter annual salary $ 100,000 number of recruiters on team 10number of support calls on BH mail 8average time per call (mins) 30time savings from productivity gains (hours/week) 1Hourly rate per recruiter $ 48

Productivity gains - $  email and calendar  savings per month (1 recruiter) $ 192 savings per year (1 recruiter) $ 2,308 saving per month (all recruiters) $ 1,923 savings per year (all recruiters) $ 23,077    support  savings per month ($) $ 144 savings per year $ 1,731

Time calculations (email and calendar usage)  hours per month spent in email per recruiter 80hours per year spent in email per recruiter 960hours per year spent in email - all recruiters 9600

Support calls calculation  number of support calls with new email/calendar 2

Productivity gains - time  Time savings from email and calendar  hourly time saving per month - per recruiter 4hourly time savings per year (all recruiters) 480   time savings from support  time savings per month 3time savings per year 36

total value of productivity gains  savings per month (all recruiters) $ 2,067 savings per year (all recruiters) $ 24,808

costs of email migration package  implementation $500 mail hosting fees (per user per year) $50 total mail hosting fees $500 cost of outlook licenses for 1 user 109cost of outlook licenses for all users 1090private training for org (cost to Bullhorn) = 1hour $ 250 time away from work for training cost ( 1hour) 480total cost $2,820

ROI total annual savings $ 24,808 total cost $ 2,820

ROI 89%

NEXT STEPS & Q+A

$500Save 70%

when you sign up for a migration package

between now and the end of July

$1600Questions? Ready to

make the switch?

switch@bullhorn.com

Q+AMelissa Rosen, Bullhorn

Ed Haas, Indecon Solutions

SWITCH@BULLHORN.COM

To Participate in Our Survey,

Text P to 31940