Five Ways to Integrate SourceWhale into Your Existing Workflows

July 19, 2023

Keeping the edge in a competitive market is a constant challenge. While relying on manpower is necessary, it’s no longer sufficient. In today’s world, recruitment technology is indispensable for maximizing productivity.

This is where SourceWhale comes in – an industry-leading headhunting and business development platform designed to streamline and accelerate existing processes, empowering teams to increase prospect engagement, book more meetings and generate higher revenue. 

Check out these five simple ways to incorporate SourceWhale into your recruitment strategy:

1. Use the SourceWhale Chrome extension

No more juggling multiple applications and tools – consolidate existing headhunting and business development workflows using the SourceWhale Chrome extension. You can perform numerous tasks on 100+ sourcing sites without ever needing to leave your tab, such as:

  • Log activity and edit contact details in just a few clicks (we sync with your chosen ATS/CRM so these updates are pushed into your system of record automatically)
  • Search for contact information and personalize messaging on the fly, helping you to create tailored experiences for prospects and therefore, improving your chances of conversions
  • Check if a contact is in a live outreach campaign &/ or when they were last reached out to (this could be either by you or your teammate)
  • See past and upcoming meetings booked with contacts

2. Automate your admin tasks 

Eliminate the need for managing repetitive administrative tasks by letting SourceWhale take care of them for you. Recruitment automation is a key productivity hack that saves you a massive amount of time that can be refocused on driving growth and helps to iron out inefficiencies in existing processes. It also empowers you to maintain a high volume of activity, without compromising on quality, so you can stay on track to hitting your goals. 

Using our platform, you can automate:

🧑‍💻 Data input & activity tracking 

Don’t waste hours on data entry – our platform captures all activity within your favorite CRM or ATS automatically, keeping your system of record clean and up-to-date.

There’s no need to manually update contacts when you receive a reply from a prospect. Our in-house AI’s Natural Language Processing (NLP) model will read through contact replies and attempt to tag the not interested reason against a series of default tags. This allows you to identify any trends and adjust either the messaging/ or the job role accordingly. 

📨 Follow-ups

Manually remembering who’s replied to your outreach and who hasn’t is hard, particularly when you could be speaking to hundreds of contacts each week. But when 71% of conversations start from a follow-up, it’s an integral part of the process. With SourceWhale, you can schedule multiple follow-ups automatically that you can leave to run alongside your day-to-day activities. This means prospects can be nurtured to the point of action and no opportunity slips through the cracks.

✅ Daily to-do’s & reminders

Recruiters juggle a multitude of tasks daily and effective planning is key to success. With SourceWhale, admin duties are automated to streamline existing workflows. The platform’s automatic updates, to-do’s and reminders allow you to optimize your time and reduce the pressure of remembering who you should be reaching out to and when.

For more information on how SourceWhale uses automation to support the recruitment process, head to our blog.

3. Schedule outreach across multiple channels

Elevate your recruitment strategy with the power of multichannel sequencing and consolidate your business development outreach and headhunting efforts using a single platform. No more endlessly copying and pasting from a Word document! Easily schedule personalized messages across multiple channels like LinkedIn, email, SMS and more. These automated messaging cadences will run alongside your daily routine, ensuring target individuals have regular touchpoints for maximum engagement.

The email heatmap in the scheduling section of your campaign settings shows the best time to send your emails to boost opens and replies based on historical data. This enables you to send your emails at the best time to maximize results.

You also get full access to SourceWhale AI – a suite of AI-powered tools that help recruiters create and improve their outreach content and campaigns, and automatically analyse, interpret, cleanse or categorise data.

Campaign AI makes it easy to quickly generate entire multi-step, multichannel, best-practice outreach campaigns in moments.

WhaleGPT makes it the work of moments to generate and polish persuasive messaging for business development and candidate sourcing.

Content Coach assesses your messaging and provides data-driven recommendations to enhance your outreach efforts – from wording and subject lines to custom variables, reading time and avoiding spam phrases.

4. Personalize messages at scale

With custom variables, GIFs and images at your fingertips, crafting hyper-personalized messages at scale has never been easier. This means you can build outreach tailored to your target individual, increasing your chances of a response. No more one-size-fits-all approach!

When automating your outreach, maintaining authenticity is integral if you want to truly stand out and get noticed. Contacts spot a bot from a mile away, so take the time to personalize your messages even when using automation. Luckily with SourceWhale, reaching out to candidates and clients en mass with tailored content is easier than ever.

You can even record your own GIF from within the platform via your webcam. This allows you to let your personality shine through and get creative with your outreach to help incite action!

5. Start tracking data with team and personalized dashboards

Take a proactive approach to data analysis to optimize outcomes and scale best practices. With access to a comprehensive dashboard, start tracking insights, adapt and refine your messaging based on what’s working and make data-driven decisions to accelerate results. You can also start to track metrics like meetings booked to identify the most effective strategies and improve conversion rates by adjusting your approach accordingly. Additionally, our benchmark section provides industry standards for open rates, reply rates and interest rates, allowing you to compare your performance to others and make improvements.

Your SourceWhale dashboard displays an overview of the whole team stats in terms of the sourced, messaged, opened, replied, interested and meeting stages. It also displays contact groups (diverse, female, non-binary), individual team performance stats, benchmarks and an email-tracking heat map.

If you’d like to learn more about how SourceWhale is powering thousands of recruiters across the globe, get in touch with a member of our pod today.

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