Increase sales & match rate using HubSpot CRM as an ATS
Invici
Invici is a specialized interim and recruitment company focusing on CFOs, managers, and key finance functions. With a network of candidates and consultants working in roles such as CFO, Business Controller, Financial Controller, accounting manager, and project management within finance, Invici has established itself as a niche player in the finance recruitment sector.
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Our delivery
The problem
Invici faced significant challenges with their outdated CRM system, Intelliplan. Originally designed for consultant delivery processes, Intelliplan was ill-suited for Invici's business model, which doesn't employ consultants under collective agreements. This misalignment, coupled with outdated sales tools and manual processes, led to inefficient operations and prolonged hiring processes.
The key issues included:
- Difficulties in generating essential reports from the CRM system
- A complex recruitment process due to potential overlaps between candidates and existing contacts
- Inefficiencies in managing various aspects of their business, including skills tracking and salary payments
The solution
Recognizing the need for a flexible CRM system, Invici's CEO, Klas Bonde, chose HubSpot CRM for its innovative features and frequent updates. The partnership with iGoMoon was crucial in implementing and customizing HubSpot to fit Invici's unique needs.
Using HubSpot CRM as an Applicant Tracking System (ATS) was a key factor in optimizing Invici's recruitment process. This approach allowed Invici to streamline their candidate management, track applicants throughout the hiring process, and effectively manage the overlap between candidates and existing contacts. By leveraging HubSpot's customizable fields, workflows, and integrations, iGoMoon transformed the CRM into a powerful ATS tailored to Invici's specific recruitment needs in the finance sector.
Klas Bonde, CEO InviciAs a CEO, I'm more hands-on than most when it comes to IT and tech. I'm eager to find ways to leverage AI, and I truly enjoy process development that leads to a growing bottom line. HubSpot, with its frequent updates and innovative features, aligns perfectly with this interest. The partnership with iGoMoon and their advanced expertise has been crucial in turning our vision into reality.
The result
The implementation of HubSpot CRM brought significant improvements to Invici's operations:
- Streamlined processes, with recruitment and consulting functions now integrated into a single system
- Improved data management and accuracy, particularly in consultant experience tracking
- Significant reduction in manual labor, especially in candidate search, invoice processing and time reporting
- Enhanced reporting capabilities & 365 cashflow reporting allowing for better business insights
- A competitive advantage through more data-driven operations
Invici's transformation with HubSpot CRM showcases the power of a tailored CRM solutions. By partnering with iGoMoon and leveraging HubSpot's flexibility, Invici has streamlined its operations, improved data management, and positioned itself for a more efficient growth.
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