the ultimate User eXperience Client Relationship Management with AdaptUX Easily manage lead, prospect, client and candidate relationships. Helping you find, track and manage clients and commercially valuable information – enabling you to close more deals with speed and efficiency. AdaptUX’s foundation is an advanced CRM (Client Relationship Management) database enabling comprehensive prospect, client and candidate tracking, alongside a host of tools to drive new business development. AdaptUX stores and records all prospect, client and candidate interactions and allows you to effectively search and report on this information. Real-time dashboards ensure all valuable information is easily accessible and opportunities are never missed. Call logging and forward call setting AdaptUX candidate record with active CV preview. As well as recording all contact information, you can set reminders for forward call dates and times. This enables you to effectively manage a large database of prospects, never miss a future contact date and create business development lists. You can forward calls, create tasks, and manage everything from your dashboards in Adapt Studio, through the Adapt Outlook Add-in integration or Gmail Google Chrome Extension. Leads and lead tracking AdaptUX enables you to create and track leads and opportunities. Set up lead clients, lead jobs and lead contacts. Also, it’s simple to add and follow lead projects and campaigns. Real-time dashboards allow you to easily view and track all your active Permanent, Temporary or Contract leads. Effective lead generation. Leads and Lead Tracking Forecasting and reporting/your pipeline AdaptUX enables you to create and track leads and opportunities. Each job you are working on allows you to add salary and fee details, enabling you to view the value of your pipeline placements on dashboards or reports. You may also accurately report, over any date range, on forecasted or generated revenues from placements made. AdaptUX also allows you to assign potential fees and salaries and forecast revenues. Set-up lead clients, lead jobs and lead prospects It’s simple to add and track lead projects and campaigns Real-time recruitment CRM dashboards allow you to easily view and track all your active Perm, Temp or Contract leads: Perm Leads Backfill Leads – Track active candidates who, when placed, will leave a position vacant; track their interview progress and be up to date on when to business develop the company they work for Permanent job activity Temporary/Staffing job activity Contract job activity Compliance reporting (including AWR/Equal Opportunities) Business development reporting (including leads) Performance/activity reporting Activity analysis Lead Temp Jobs Candidate sources analysis Lead Contacts and Lead Companies can be created and tracked, then converted into active contacts and companies Forecasted/generated revenue Temp Jobs – Ability to view and track active temp roles (yours or competitors) and convert them into perm jobs Temp Leads AdaptUX contains a comprehensive suite of reporting tools, which allows you to quickly and easily find, measure and graphically display key information, including: Competitor Temps – Allows you to record and track all temps placed by competitors, track and monitor who they are and which competitor they’re working through AdaptUX permanent candidate search results with active document (CV) preview. Activity Analysis report extract. Bond International Software +44 (0) 1903 707070 [email protected] www.adapt-recruitment-software.com World Class Staffing & Recruitment Software
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