Transcript CRM Integrations

Recruiting Marketing
CRM Integration
Maximize Your Candidate data collection
SF RMK / CRM integration allows your Recruiting
Marketing Talent Community to communicate candidate
information with your CRM or sourcing applications
Automatically updates predetermined data for
consistency data integrity
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Workflow
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Visitor on RMK
Client Site
Returning
Member on
RMK Client
Site
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3
New Member
Created (Join
or Apply)
Member
Applies to a
Job
RMK Sends
XML File to
CRM with new
Member Data
RMK Sends
XML File to
CRM with
Updated
Member Data
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CRM
Imports
Member
Data
CRM Imports
Member Data
Why integrate
Problem:
Companies using multiple systems to manage
sourcing have difficulties managing data
RMK
Candidate
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Client CRM / Sourcing Tools
Solution
Real Time Integration:
New Talent Community member’s data sent to CRM
Automated update when returning member applies for a job
Delivered Member Information:
Detailed information about the member is sent to the CRM
providing rich content to assist with sourcing activities.
RMK
Candidate
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Client CRM / Sourcing Tools
CRM Integration Process
1. PM creates a task indicating client would like CRM integration turned on. Assign to
Web Development.
2. Web Dev. emails Client Company Name and client Site ID # for CRM set up
integration on their end.
3. CRM confirms that client is ready to have integration turned on.
4. SuccessFactors RMK turns on respective integration in Command for client.
5. Web Dev. will confirm with CRM that Jobs2web members are going into client CRM
system.
6. Web Dev. will Close case regarding CRM integration for that client.
7. For additional details regarding the inclusion of the new fields in SourcePoint please
contact your AIRS SourcePoint representative
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CRM Integrations
CRMs supported: SourcePoint and Avature
Integrating with CRM tools is an add-on product for the SuccessFactors
RMK. Please contact your Jobs2web Client Strategy Director for pricing
and implementation questions.
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Supplemental Slide
Data Sent
Activating CRM: RMK side
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Data Sent from RMK
XML node
MEMBER NODE
<userID>
<firstName>
<lastName>
<email>
<interestLevel>
<currentEmployer>
<currentTitle>
<phoneNumber>
<custom1>
<custom2>
<status>
<created>
<lastModified>
<lastLoggedIn>
<userType>
<userTypeDesc>
<emailEnabled>
<referringEngine>
<referringType>
<campaign>
AGENT NODE
<location>
<keywords>
<frequency>
CLIENT NODE
<id>
<name>
COUNTERS NODE
<applyCount>
<emailSentCount>
<jobsSentCount>
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Description
Field Properties (Max
Length)
Unique numeric identifier that identifies the member
Member first name
Member last name
Member email
Level of interest the member has in job search (i.e. Passive interest; Just starting to look; Actively
looking, but employed; Available immedia
Member current employer
Member current title
Member current phone number
Answer to a client configurable yes / no question
Answer to client configurable multiple choice selection field associated to Custom1
If a member is active or inactive
When member is created
Last time (date) member record was modified
Last time the member logged in
Numeric value indicating what type of user the Member is
Description assigned to the numeric value of userType
If member email is active or inactive (values: 0 or 1)
From where the member was routed from (i.e. Google, Yahoo, About, etc.)
The kind of Referring Engine the member came from (i.e. Email, Search Engine, Career Site, etc.)
A code that represents a promotion of a grouping of jobs
Integer
50 characters
50 characters
100 characters
Job match for a specific location the member is interested in
Job match for a specific category or type the member is interested in
The number of times a week the member wants to be notified of matching job agents
130 characters
130 characters
Integer
Unique numeric identifier that identifies a client
Name of the client
Integer
50 characters
Number of times a member has started the apply process for a job
Number of times an email has been sent to the member
Number of jobs that have been sent to the member
Integer
Integer
Integer
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30 characters
50 characters
50 characters
20 characters
Bit
50 characters
10 characters
Date
Date
Date
Integer
20 characters
Bit
50 characters
50 characters
100 characters
Contintued on Next Slide
Data Sent from RMK
XML node
IP INFORMATION NODE
<country>
<domainName>
<isp>
<region>
JOBS NODE
<externalID>
<applyDate>
<jobTitle>
<category>
<facility>
<shiftType>
<location>
<city>
<state>
<country>
<zip>
<customfield1>
RECRUITER NODE
<name>
<email>
<notes>
<okToContact>
<linkedin>
<facebook>
<recontactDate>
<source>
<status>
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Description
Field Properties (Max
Length)
IP address location at the country level
IP address location at the domain name level
IP address location at the Internet Service Provider level
IP address location at the region level (i.e. State, Province, etc.)
64 characters
128 characters
255 characters
128 characters
Client unique identifier of the job
Date the member applied for the job
Job title
Applicant tracking system category the job is in
The store or location name where the job is located
Shift - 1st, 2nd, 3rd, weekends, etc….
Job location in the format city, state abbr, iso code, zip code
City the job is located in
State the job is in (2 character state abbreviation)
Country the job is in (ISO Country code)
Postal code of the job location
Repeats up to 5 times. Contains additional information about the job
50 characters
Date
95 characters
50 characters
75 characters
50 characters
50 characters
30 characters
2 characters
2 characters
10 characters
Nvarchar(50), null
Recruiter name associated to the member
Recruiter email address associated to the member
Notes the recruiter has made about the member
A flag that indicates the recruiter is allowed to contact the member
Recruiter entered LinkedIn URL of the member
Recruiter entered Facebook URL of the member
Date the recruiter should contact the member again
Source of the member as documented by the recruiter (i.e. Jigsaw Recruiting Event, Indeed,
Careerjet, etc.)
Status the recruiter assigns to the member (i.e. Setup Interview, Interview, Follow Up, etc.) (Note:
this is a free form field)
50 characters
100 characters
2000 characters
Integer
512 character
512 character
Date
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100 characters
50 characters
Supplemental Slide
Avature
Avature Field Mapping
J2W Field
CRM Field
First Name
First Name
Last Name
Last Name
Email
Email
Current Employer
Employer
Current Title
Job Title
Phone Number
Home Phone Number of Cell Phone
Number
This table represents the standard fields that are common in both systems and have a direct 1:1
mapping between systems.
If additional fields from RMK need to be mapped into individual fields in the CRM, clients will
need to work with their respective Integration Manager.
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Technical Notes
RMK sends data to the CRM when…
• A new member is added to the Talent Community
• An existing member applies to a job
Data is sent automatically to the CRM
• No visual identifier is available in RMK showing the member data was sent
Clients will need to work with their CRM to create field mappings from
RMK into the CRM (Avature)
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Supplemental Slide
SourcePoint
SourcePoint Implementation
SourcePoint will accept the new fields with SuccessFactors RMK.
This information will be displayed in their ‘Right Side Panel’
For additional details regarding the inclusion of the new fields in
SourcePoint please contact your AIRS SourcePoint representative
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New Fields for SourcePoint as of
Members Node
Agent Keyword
Created Date
Agent Location
Last Modified Date
Agent Frequency
Last Logged In Date
Counter Node
User Type
Apply Count
User Type Description
Emails Sent Count
Email Enabled
Jobs Sent Count
Custom Field 1
IP Node
Custom Field 2
Country
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Campaign Code
Domain Name
Where Does The Data Go?
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Where Does The Data Go?
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Where Does The Data Go?
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Where Does The Data Go?
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Where Does The Data Go?
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Where Does The Data Go?
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Where Can The Data Go?
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How Can They Use The Data?
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How Can They Use The Data?
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