Client Relationship Management with AdaptUX Easily manage lead

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