Optimizing Home Services Recruitment with CRM
Background
Our client is an online managed marketplace in the $52B Home Services sector, connecting vetted professionals with consumers for services like cleaning and removal. Having serviced 100k+ homes nationwide, they are a trusted platform in their industry.
With rapid growth, they needed a scalable system to streamline supplier and cleaner recruitment, ensuring efficiency in onboarding and management. They approached INSPIROWORKS to develop a tailored solution that would automate workflows, enhance visibility, and optimize their expanding operations, enabling them to meet increasing demand seamlessly.
Areas Of Challenges
Integration Gaps
Without a centralized system, lead management was unstructured, with disorganized intake and no clear process for conversion.
Inefficient Lead Communication & Follow-ups
Without a dedicated tool, lead emails were untracked, follow-ups weren’t automated, and scattered document storage created inefficiencies.
Contract & Access Management Issues
The legacy CRM lacked digital signatures, secure storage, and role-based access, making contract handling inefficient.
Lack of Reports & Dashboards
The lack of performance tracking and a 360-degree supplier view hindered sales incentives and job performance insights.
Our Solutions
- Lead Management with guided success for Lightning Record Pages.
- Routing assignments for Lead routing to recruitment agents
- Account & Contact Management & Activity Management for efficient tracking.
- Customer 360 view for a holistic understanding.
- Custom Web-to-Lead, Email-to-Lead, Facebook-to-Lead generation for diverse lead sources.
- Implementation of various system automations to enhance supplier qualifications, streamline
- contract signing, improve follow-ups, and streamline supplier onboarding processes.
- Development of reports and dashboards to provide insights of supplier pipeline, demand to recruitment team.
- Integrations include Twilio, Digital Engagement for WhatsApp, BOX for document repository, S-Sign, S-Docs, Google Social Sign-On, Aircall for CTI, and integration with the Job Bookings system.
Key Benefits
The new recruitment process results in over 50% improvement in lead conversion, directly impacting profitability.
Higher conversion rates lead to more successful hires and increased client acquisitions, driving business growth.
Streamlined operations reduce costs and enhance scalability, creating a strong foundation for expansion.
Automation and system integration improve efficiency for recruitment agents, reducing manual work and errors.
Improved recruitment processes enhance the candidate experience, boosting the company’s reputation.
A seamless onboarding experience improves employee satisfaction and retention, fostering long-term success.
Customer Testimonials
