Migrating data onto the Salesforce platform for recruitment and staffing firms

Data migration can often be an afterthought when implementing a new recruitment system on Salesforce, as teams are eager to harness new capabilities and process opportunities. However, the success of data migration is critical to your users’ adoption and ensuring your customers receive the best service.

Poor data management and migration could lead to:

  • Frustrated users and managers.
  • Lost leads, opportunities and fees.
  • Missing candidate and client lists.
  • Temporary/interim candidates not being paid on time.
  • Incorrect invoicing.
  • Unnecessary storage costs.
  • Data duplication.
  • Non-compliance with privacy laws.

So, when it comes to managing recruitment data on the Salesforce platform, on top of different recruitment processes for various staffing needs (e.g. executive search, permanent, temporary or interim/contract and blue/white collar), there are several specific considerations to keep in mind…

Contacts

Few other industries need their systems to support relationships with two types of ‘customers’ — ‘clients’ and ‘candidates’, with very different needs. Quite often the client is a candidate and vice versa. We understand how this underpins your processes.

Storage

Given that recruiters handle large volumes of unstructured data in documents like CVs, job specs, compliance documents, emails and more, understanding how to migrate and manage those volumes is crucial to reducing costs.

Privacy

EU fines for data privacy breaches tripled between 2022 and 2023, with the average employment sector GDPR fine costing over €100,000. So, understanding your risks and how to mitigate them is essential.

Trust

The value of a recruitment system and its ongoing adoption can be boiled down to how much the consultants trust the data and how much they want to nurture and improve it throughout the recruitment cycle.

8 steps to successful data migration for recruitment CRMs

8 steps to successful data migration for recruitment CRMs
salesforce platform diagram

Managing your Salesforce migration

At Technicus, we have over 80 years of combined recruitment-specific experience across the team.

We have worked with all types of recruitment and staffing businesses, from local blue-collar staffing agencies to global talent advisory firms — building up a selection of successful case studies that reflect our commitment to delivery and excellence for your data on the Salesforce platform.

Contact our team at info@technicus.co.uk to discuss your data migration project.

Feedback from the recruitment industry

‘The Technicus team has brought an extra dimension to data migration… our data quality opportunity has been massively advanced.’

‘Their strategic and consultative approach was of paramount importance.’

‘Technicus delivers a personalised approach to the ‘why’ and the ‘how’ of the migration process.’

Feedback from Salesforce specialists

‘It was great to have a partner that specialises in identifying, cleansing and importing data into Salesforce. Technicus’ understanding of how to do this within the platform’s boundaries was of great benefit, allowing the project to meet the necessary rigour for the team’s data choices.’

‘If you are working on a project with a complex legacy data migration requirement, or even a migration of existing Salesforce data to a new org, I would recommend picking up the phone to Technicus.’

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