How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private Equity industry

March 17, 2023

The Context

The client, a recruiting firm, wanted the TresVista Team to maintain and update the CRM database of candidates in the Private Equity industry, map compensation across designations, and create reports to analyze recruitment trends.

The Objective

To maintain the CRM database and assist with various mapping processes for the client’s recruitment campaigns.

The Approach

The TresVista Team spent time understanding the client’s work and acquainting themselves with the attributes of the candidates. Post gaining relevant insights, the TresVista Team followed the following process:

  • Updated the candidate profiles from resumes and LinkedIn in the Encore (CRM) database daily
  • Tracked the personnel movement and updated the revised status in the CRM for lead generation
  • Tracked the compensation information of the candidates across designations to provide information to prospective candidates
  • Prepared periodic reports to analyze the industry-wide recruitment trends

The Challenges We Overcame

The major hurdles faced by the TresVista Team were understanding various parameters of the client’s workstream along with all the nuances which client brings to their recruitment process. The TresVista Team tackled these hurdles by undergoing extensive training from the client to understand the process and getting all the difficulties faced during the execution resolved over the client call discussions.

Final Product (Sanitized)


The Value Add – Catalyzing the Client’s Impact

The TresVista Team provided a thorough check and verification of the attributes which the client had already processed. To perform the maintenance and updates to the CRM database, the team processed 1,300+ new and existing resumes and conducted 180+ compensation mappings semi-annually. They executed mapping of ~990 candidates in less than a week to assist the client in their recruitment campaign. The TresVista Team also created a pool of candidates that the client directly uploaded to their database, enhancing time efficiency.