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Client contact management

As a busy recruitment agency, managing your client contact data is of the utmost importance. It's essential that client information is accurate, regularly updated, easily accessible, and stored in one place. Otherwise, how do you know what information you can trust?

AimStar recruitment software allows you to maintain all your client contact information, from company name and business address to market sector and organizational hierarchy, on a single screen. Whether you've got a number of clients at one company or a single business with numerous branches in different locations, AimStar effectively manages your client contacts.

Displayed below are the Company Managers-on-file grid, with the associated Company Organization Chart, the Organization Charting tool, and the Company PastEmployees grid, showing all the people on the database who *have worked* at this company previously.

It can be very helpful, at times, to know the reporting relationships of the contacts in your client companies, and arranging them properly is done very easily with the Org Chart tool, below.


NOTE: Past employees are not entered directly to the Client company, but are maintained by AimStar by virtue of your entering Candidates, and their employment history. When a person leaves the employ of a company, transferred to another company by you, then the "previous" company still maintains a record of them having worked there. They can be used as sources of information of the company, and other things of course.

It's an easy process to create new client contacts in AimStar, and you can create them in multiple places within the system. First you enter a client's company details, and then individual client contact information is entered onto the one and only ADD New Person screen.

Once in the Client Company module, there are a number of contact management facilities available to you.
  • You can browse all client contacts in any order you choose from the Employees tab. You can also view them in their true hierarchically arranged Organizational Chart relationships to each other. You can add new employees/managers - as well as rearrange them - from this tab at any time.
  • You can run a variety of searches using the Search Screen.
  • You can view all the previous employees of this company, and switch to any one of them with a single mouseclick.
  • You can match clients to particular applicants using the Match Explorer.
You can also assign the types of skills, qualifications and experience sought by clients as keywords. It's the assignment of these requirements as keywords that make the AimStar search and match functions so efficient. The other thing, which can not be mentioned too often, is the fact that only AimStar allows you to arrange your keywords - which can easily number in the thousands - into hierarchically arranged categories, and during data entry, you only need to assign the lowest applicable level keyword to the Person, Company or Joborder, and all the higher level terms are automatically assigned. Once you understand the benefit to this design, you'll appreciate having access to it.

Every client record allows you the option to add as much or as little information as you require. You can record client comments, make notes about telephone calls and attach copies of documents using the Filelink facility. What's more, commentary notes keep a permanent, time and date stamped record of all significant recruitment activities you perform, and do it automatically. The software also allows consultants to perform all those essential, everyday tasks, such as making appointments and scheduling sales calls in the agenda. It will even remind you of important things you have to do with on-screen alerts.

 		 
Contact
Tel.:
(305) 757-4461

Email:
sales@cpistar.com
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