Navigating CRM Opportunities for Sales Excellence
Webinar Summary
Join us for an insightful webinar where industry experts address common challenges faced by staffing firms in optimizing their CRM platforms. In this session, you will learn practical solutions to enhance operational efficiency, improve user adoption, and leverage the latest AI technologies.
During this webinar, we will explore:
- How to identify and address common challenges in CRM usage specific to staffing firms.
- Best practices for managing CRM data and automating repetitive tasks to enhance operational efficiency.
- Strategies to improve user adoption through training, support, and interface customization.
- Ways to leverage the latest AI technologies to drive better decision-making and improve client and candidate experiences.
- Insights from real-world case studies showcasing successful CRM optimization in staffing firms.
We will end the webinar with time for attendees to participate in an interactive Q&A session to get expert advice on your specific CRM-related questions.
Speaker Panel
Our esteemed speaker panel is poised to deliver a wealth of expertise and insights on success in the staffing industry. Join us as they share their unique perspectives and strategies, providing invaluable knowledge to our audience. Don't miss this opportunity to hear from seasoned professionals who bring unparalleled insights to the table.
Tim Jackson | Elevation Talent Group
VP, Technology and Operations
Tim Jackson is a strategy consultant at Newbury Partners, specializing in consulting with executives in the staffing industry to maximize the effectiveness of their teams and technology investments. With over 20 years of experience, Tim focuses on optimizing IT management, streamlining staffing tech stacks, implementing efficient PayBill operations, enhancing sales, marketing, and recruiting processes, and developing Business Intelligence solutions. Throughout his career, he has participated in more than 10 acquisitions as a buyer, seller, or advisor, bringing a wealth of practical insights and expertise to his clients.
Grahame Winman | Newbury Partners
Principal Consultant
With over two decades of experience in the recruitment and staffing industry, Grahame is a seasoned advisor and consultant specializing in enhancing operational efficiency through advanced CRM and ATS systems. He empowers staffing firms to thrive by streamlining their technological infrastructure, driving productivity, and optimizing talent acquisition processes. Grahame excels in customizing and integrating systems to meet the unique needs of each client, ensuring maximum user adoption and seamless workflow integration. Committed to delivering tangible results, he transforms recruitment technology into a strategic asset for business growth and competitive advantage.
Harry Staniforth | Newbury Partners
Salesforce Consultant
Harry is a highly motivated and driven professional with extensive experience in Salesforce, project management, solution architecture, data analysis/migration, and system integration. He excels at understanding complex business needs and translating them into concise, logical requirements. With excellent communication, analytical, and problem-solving skills, Harry consistently delivers effective solutions that meet the strategic goals of his clients.