Background
Verticals:
Sales, Marketing and Technology
Headcount:
c.90
CRM:
Bullhorn for Salesforce
BMS Performance faced challenges in streamlining and optimizing their business development outreach. Despite their commitment to a multichannel and multi-step approach, BMS found that their existing tools, were not tailored to the unique needs of a recruitment agency.
This made it difficult to track and manage outreach efforts, leading to a lack of insight into what was working and what wasn’t. This, in turn, hindered their ability to ramp up new hires and expand their client base effectively.
Objectives
BMS Performance sought a solution that would:
- Automate and digitize unwieldy manual outreach processes
- Improve ramp time for new starters by providing a robust system that supports their development
- Enable data-driven decision making, providing clear insights into team performance and outreach effectiveness.
Implementing SourceWhale
BMS Performance selected SourceWhale as the solution to their challenges, driven by the tool’s ability to integrate seamlessly with their existing tech stack, particularly Salesforce and Cognism. Despite initial concerns about the complexity of implementation, BMS found the process to be straightforward and efficient.
BMS focused on measuring adoption early in the process, and the results were outstanding. The team quickly embraced SourceWhale, with feedback indicating that users loved the tool. The visual dashboard, which allowed tracking of team performance, was particularly well-received. SourceWhale’s integration with existing tools like Cognism ensured a smooth transition.
Key Benefits
Since implementing SourceWhale, BMS Performance has seen several key benefits:
Enhanced Management Capabilities
Track, manage, and develop their team more effectively by providing detailed data on outreach activities. Metrics such as KPIs, deliverability, open rates, and engagement are now easily accessible.
Improved Content and Messaging
With the help of AI-driven content coaching, BMS has been able to refine their messaging strategies, which has contributed to higher engagement rates.
Real-Time Engagement Tracking
The live feed feature has enabled the team to connect with prospects at the right moments, leading to tangible wins in terms of job placements and client acquisitions.
Results
Although still in the early stages of utilizing SourceWhale, BMS Performance has already experienced positive outcomes:
One hour saved per consultant, per day
SourceWhale has automated many manual tasks, freeing BMS’s consultants to spend more time on revenue-generating activity.
Increased Outreach Volume
There has been a noticeable increase in outreach activities, with the team consistently reaching out across multiple channels more efficiently than before.
Tangible Business Wins
Several significant client wins have been directly attributed to the improved outreach process facilitated by SourceWhale generating tens of thousands of pounds in revenue. These have come particularly from later stages in the outreach cadence that would have previously been neglected.
Conclusion
BMS Performance’s partnership with SourceWhale has been a game-changer in their journey toward growth. By addressing the inefficiencies in their outreach process, SourceWhale has empowered BMS to operate more effectively, make data-driven decisions, and ultimately achieve their goals of increasing headcount and expanding their client base. For recruitment agencies facing similar challenges, SourceWhale presents a robust solution that drives adoption, enhances outreach capabilities, and delivers measurable results.
