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Senior Digital Marketing and Brands Manager at Automated Business Designs E-Mail: Jennifer.Roeslmeier@abd.net Automated Business Designs develops the enterprise class staffing and recruiting software solution, Ultra-Staff EDGE. Designed for temporary, direct hire, and medical staffing, Ultra-Staff EDGE offers a full-featured business solution that includes front and back office, onboarding, web portals, mobile, data analytics, and scheduling. For more information on Ultra-Staff EDGE, visit www.abd.net or schedule a demo to see the difference an all-in-one staffing software solution could make for your business.
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How to Drive Staffing Sales Growth with Your CRM in 2025
By Jennifer Roeslmeier Mikels | Wednesday January 29, 2025
Staffing sales have been a challenge over the past year, but experts predict that 2025 will be a year of growth. According to Staffing Industry Analysts January 2025 Jobs Report , jobs were up in December with 256,000 new jobs added. The sectors with the largest gain included Health and Social Assistance, Retail Trade, and Leisure and Hospitality. If industry growth continues at this pace, then 2025 can be a year to really drive sales.
So, how can you set you and your team up for success in 2025? In this article, we will look at 7 tactics to help drive revenue growth and how you can use the tools in your staffing software/CRM.
Analyze Sales Trends
Start by analyzing sales trends from the past couple of years. You can pull reports within your staffing software/CRM to identify where revenue is coming in from. A few reports to look at:
· Revenue Trends: A revenue trends report can provide a high-level overview of your company’s revenue trends for that year and previous years. A simple comparison could be to compare sales, revenue, and bill hours from previous years by month. This will help identify revenue trends and can help show if there are any months that trend higher in revenue. Do some industries have more volume in certain months, and can you proactively prepare for that volume by reaching out to those companies to fill their orders?
· Revenue by Category: This report can include location, industry, line of business, etc. If you staff both temporary and direct placements, you can create (2) separate reports for each sector. From this report you can identify high performing areas and areas you might want to focus on in 2025.
· Customer Ranking Report: This ranks your customers by revenue. This can be an opportunity to capitalize more on the clients who are bringing in the most revenue but also identify clients who aren’t bringing in as much. For the clients that aren’t bringing in as much, it can be an opportunity to reach out to those customers and see how you can help fill more positions in 2025.
· Billing by Customer Compared to Years Prior: This report allows you to pull a report by customer and see how their billing compared to years prior (by month). If some customers used to bill much more, perhaps you can reach out to those customers and see what has changed and if you can help.
· Client Billing by Location: A client billing by location report would be useful to identify the part of the country that has the most billing. If you staff only in one state or specific states, you can break it down by county. This will help you identify areas that have high billing. There may be certain areas by industry that have a higher volume of jobs and these could be places you focus on in 2025.
These are just a handful of reports you can pull to help analyze your revenue trends and forecast/predict strong areas to focus on in 2025. You can also use your CRM to identify clients you haven’t done business with recently and that could be an opportunity to re-engage with those clients.
Make Goals and Keep Team Accountable
Once you have your areas of focus in 2025, make sales goals for the team that are SMART. These goals should be both results and activity focused. What are your over-arching sales goals for the year? Do you have sales goals based on branch and line of business? Outline these goals.
Next, think about the activities you are going to do to reach these goals. This is where you can use your staffing software/CRM to set and track activities for the team. Determine how many Calls, Connects, Discoveries, and Proposals it takes to win new business. This will help you outline realistic goals and expectations.
Certain staffing software and CRM solutions will help you track individual and team goals with gamification for achieving goals. See if you can track goals/activities on your CRM dashboard so team members can stay on top of their activities and celebrate their achievements.
Create Your Target Audience Through Pipelines
Once the goals are set, it’s time to create your target audience. Pipelines are a tool you can use to build segmented lists. If you can build pipelines with your staffing software or CRM, you may have a variety of Pipeline options, such as a Contact Pipeline or a Client Pipeline. You may even have a Sales Pipeline option to help you keep track of your Sales Funnel.
For this purpose, you can create a Contact or Client Pipeline of companies that fit your target audience. You can build multiple Pipelines based on their line of business, location, etc. You can decide how you want to segment your Pipelines based on your business and who you want to target. If you have Pipelines in your CRM, you should be able to simply conduct a search with your specific Pipeline criteria and easily bring those contacts/companies over to your Pipeline.
Create Multi-Touchpoints and Automate Outreach
After your Pipeline(s) are set, you can begin your outreach. Tailored messaging is important, so your audience can easily identify how you can help their business. Since you already have segments broken out on Pipelines, you can tailor a universal message for each Pipeline.
Multiple touchpoints are also important. It takes an average of 8 touches to get an initial meeting or conversion with a new prospect. This is why it’s important to mix in a variety of touchpoints, including calling, emailing, texting, LinkedIn messaging, and more. Think of different ways you can reach your prospective customers. You want to of course avoid overly bombarding prospects as well, so finding a good, sweet spot is essential so you stay at the top of mind for contacts, but don’t come off as a burden.
Automating outreach is also important. Through your CRM, see how you can automate your texts and emails to create drip campaigns. These campaigns will send out texts and emails at certain times. If a contact acts on your message, then that contact is removed from the list. This is a fantastic way to save time, but also ensure you are staying on top of the contacts in your Pipeline with regular communication.
While automation is key in today’s world, we can’t forget to also pick up the phone and remember that human touch. As you call prospective clients, set follow ups in your CRM to stay on top of these prospects. These will pop up on your daily planner so you remember when to call next.
Track Prospects in Sales Funnel
As leads come in, you want to track them on a Sales Pipeline/Funnel, ideally in your CRM if you are able to. This will allow your top prospects to stay front and center. Once they are on a Pipeline, you can further break them out based on what stage they are in the buying process. For example, Early Prospect, Lead Nurturing, Qualified Prospect, Hot Prospect, Ready to Close. Your Sales Funnel can be broken out based on your Sales Stages.
Having a Sales Pipeline and Funnel will help you nurture prospects to the next stage in the sales process.
Forecast Revenue
From the prospects on your Sales Funnel, you will also want to track revenue projections to help you stay on top of potential incoming revenue. Your CRM may have a tool for this to help you estimate Pay Rate, Bill Rate, Mark Up Percentage, Gross Margin Percentage, Fee Percentage, Number of Placements Per Year, Average Salary, etc. Having these numbers for the prospects in
your Sales Funnel will help you project your Temp and Direct Hire revenue for each prospect. It can also help you focus on companies that will be bringing in higher revenue.
Go for the Close
As those prospects swirl down your Sales Funnel, don’t be afraid to go for the close. You’ve shown your value. You’ve been in front of the decision maker. What is there to wait for? Ask for their business and avoid prolonging the process. Often times prospects may sit at the bottom of the sales funnel for too long. If prospects are having a hard time committing, see what is holding them back and how you can overcome their fears. If they are still having trouble committing, then you may reach a point where you have a conversation with them about moving forward or moving on. At the end of the day, you will want to focus efforts on the prospects you can close. Once you do close, last step is to update their status in your CRM as a customer. Congratulations! Take a moment to celebrate with the team!
Take the Wheel and Drive Sales Growth
You have the tactics to help drive sales growth in 2025. These tactics coupled with your CRM tools can pave the way for success. It all starts with analyzing your trends and opportunities. Next make achievable goals and segment your targeted prospects onto pipelines. After this, create your multi-touchpoint campaign, complete with calls and automated communication. As leads come in, track them on a Sales Pipeline/Sales Funnel and forecast revenue for each prospect. Last, drive your sales growth by going for the close and asking for their business.
Have questions on the topics covered in this article? Contact Us or Schedule a Demo of Ultra-Staff EDGE Staffing Software to see a complete front and back office solution with CRM tools to drive growth.