Ditch Your Applicant Tracking Spreadsheet: Base for Hiring Managers

Like most people, when I think of CRM, I think of managing sales cycles and customer relationships, not hiring. But, my team jumped right into using Base for managing our hiring and I’ll tell you why.

Similar to someone in a sales role, a hiring manager is the face of the organization to outsiders including people who may eventually be your company’s decision-makers or future customers if they didn’t get the job. Job candidates are viewing, evaluating and making judgements about the organization for themselves. Candidates should be treated like customers.

Base goes beyond a sales CRM. Our internal hiring managers use Base to move job candidates through the application and interview process. I guess you could call it a Candidate Relationship Manager.

Here are some highlights of using Base for recruiting and hiring:

1. All candidates’ contact information in one place

If you get applications from multiple sources (like I do), putting everything in Base keeps it together in one system. I can drag and drop the candidate’s resume or portfolio documents into their contact entry. Our hiring team also created custom fields to match up with our online application questions and include links to a personal website or LinkedIn profile. You can also upload a CSV file to add multiple applicants at once.

Tip: Create a tag for each job title, tag the candidates accordingly, then use for easy filtering.



2. Move candidates through the interview process easily

Know where you’re at in the interview process with each candidate (prospecting, phone screen, first interview, offer sent, unqualified, etc.) If each stage involves different people on the hiring team, you can send each other tasks, set due dates and see everyone’s completed activity on your dashboard.

3.  Sync your email and calendar

Base connects with my email and calendar so I can see all my communications and tasks in the contact entry. This is especially helpful when candidates are meeting with more than one person throughout the interview process. After I’ve moved a candidate to the next stage, the next hiring manager can see all of my past activity and communications with the candidate.

Tip: When emailing from Base, you can see if your email has been viewed or not.

4. Call candidates from Base Voice

If I had to pick a favorite feature, it’s Base Voice for the win! I conduct all my phone screens using Base Voice.  It records the phone call so I can always play back and refresh my memory on a candidate’s responses. I am also given an option after the call is completed to mark the outcome (Interested, Not Interested, Left Voicemail, etc.) The call is saved in the candidate’s entry and also proves helpful for when I need a “second opinion” from someone else on the hiring team. I work with one department manager who listens to my calls before he meets with each candidate! (By the way, most people hate the sound of their recorded voice. I sound like a 12-year-old.)

5. Always in sync (never lose notes or changes)

Have you ever entered notes to your desktop CRM only to find it is not accessible on your mobile device? While using other CRMs in past jobs, I became all too familiar with the dreaded “Insufficient Privileges” error message. That doesn’t happen with Base because it’s always in sync. I can leave work, get on the train, and pick up right where I left off.

Base CRM simplifies the hiring and interviewing process and enhances the candidate experience without missing a beat. Contact us to learn more about how Base can speed up your hiring process and change your Candidate Relationship Management process. Base is not just for sales people!

If you’ve used Base for hiring, let us know in the comments section below.

Ready to ditch your applicant tracking spreadsheet and try Base? Click here for a 14-day free trial.

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