Email migration melissa rosen
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Transcript of Email migration melissa rosen
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
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?
To Participate in Our Survey,
Text P to 31940
