recruiting marketing crm integration. 2 successfactors proprietary and confidential © 2012...
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2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Maximize Your Candidate data collection
SF RMK / CRM integration allows your Recruiting Marketing Talent Community to communicate candidate information with your CRM or sourcing applications
Automatically updates predetermined data for consistency data integrity
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Workflow
Visitor on RMK Client Site
New Member Created (Join
or Apply)
RMK Sends XML File to
CRM with new Member Data
CRM Imports Member
Data
Returning Member on RMK Client
Site
Member Applies to a
Job
RMK Sends XML File to CRM with Updated
Member Data
CRM Imports Member Data
1
2
4 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Why integrate
Problem:
Companies using multiple systems to manage sourcing have difficulties managing data
RMK Client CRM / Sourcing Tools
Candidate
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Solution
Real Time Integration:
New Talent Community member’s data sent to CRM
Automated update when returning member applies for a job
Delivered Member Information:
Detailed information about the member is sent to the CRM providing rich content to assist with sourcing activities.
Client CRM / Sourcing ToolsRMK
Candidate
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CRM Integration Process
1. PM creates a task indicating client would like CRM integration turned on. Assign to Web Development.
2. Web Dev. emails Client Company Name and client Site ID # for CRM set up integration on their end.
3. CRM confirms that client is ready to have integration turned on.
4. SuccessFactors RMK turns on respective integration in Command for client.
5. Web Dev. will confirm with CRM that Jobs2web members are going into client CRM system.
6. Web Dev. will Close case regarding CRM integration for that client.
7. For additional details regarding the inclusion of the new fields in SourcePoint please contact your AIRS SourcePoint representative
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CRM Integrations
CRMs supported: SourcePoint and Avature
Integrating with CRM tools is an add-on product for the SuccessFactors RMK. Please contact your Jobs2web Client Strategy Director for pricing and implementation questions.
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Activating CRM: RMK side
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Data Sent from RMK
XML node Description Field Properties (Max Length)
MEMBER NODE <userID> Unique numeric identifier that identifies the member Integer<firstName> Member first name 50 characters<lastName> Member last name 50 characters<email> Member email 100 characters
<interestLevel> Level of interest the member has in job search (i.e. Passive interest; Just starting to look; Actively looking, but employed; Available immedia 30 characters
<currentEmployer> Member current employer 50 characters<currentTitle> Member current title 50 characters<phoneNumber> Member current phone number 20 characters<custom1> Answer to a client configurable yes / no question Bit<custom2> Answer to client configurable multiple choice selection field associated to Custom1 50 characters<status> If a member is active or inactive 10 characters<created> When member is created Date<lastModified> Last time (date) member record was modified Date<lastLoggedIn> Last time the member logged in Date<userType> Numeric value indicating what type of user the Member is Integer<userTypeDesc> Description assigned to the numeric value of userType 20 characters<emailEnabled> If member email is active or inactive (values: 0 or 1) Bit <referringEngine> From where the member was routed from (i.e. Google, Yahoo, About, etc.) 50 characters<referringType> The kind of Referring Engine the member came from (i.e. Email, Search Engine, Career Site, etc.) 50 characters<campaign> A code that represents a promotion of a grouping of jobs 100 charactersAGENT NODE <location> Job match for a specific location the member is interested in 130 characters<keywords> Job match for a specific category or type the member is interested in 130 characters<frequency> The number of times a week the member wants to be notified of matching job agents IntegerCLIENT NODE <id> Unique numeric identifier that identifies a client Integer <name> Name of the client 50 charactersCOUNTERS NODE <applyCount> Number of times a member has started the apply process for a job Integer<emailSentCount> Number of times an email has been sent to the member Integer<jobsSentCount> Number of jobs that have been sent to the member Integer
Contintued on Next Slide
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Data Sent from RMK
XML node Description Field Properties (Max Length)
IP INFORMATION NODE <country> IP address location at the country level 64 characters<domainName> IP address location at the domain name level 128 characters<isp> IP address location at the Internet Service Provider level 255 characters<region> IP address location at the region level (i.e. State, Province, etc.) 128 charactersJOBS NODE <externalID> Client unique identifier of the job 50 characters<applyDate> Date the member applied for the job Date<jobTitle> Job title 95 characters<category> Applicant tracking system category the job is in 50 characters<facility> The store or location name where the job is located 75 characters<shiftType> Shift - 1st, 2nd, 3rd, weekends, etc…. 50 characters<location> Job location in the format city, state abbr, iso code, zip code 50 characters<city> City the job is located in 30 characters<state> State the job is in (2 character state abbreviation) 2 characters<country> Country the job is in (ISO Country code) 2 characters<zip> Postal code of the job location 10 characters<customfield1> Repeats up to 5 times. Contains additional information about the job Nvarchar(50), nullRECRUITER NODE <name> Recruiter name associated to the member 50 characters<email> Recruiter email address associated to the member 100 characters<notes> Notes the recruiter has made about the member 2000 characters<okToContact> A flag that indicates the recruiter is allowed to contact the member Integer<linkedin> Recruiter entered LinkedIn URL of the member 512 character<facebook> Recruiter entered Facebook URL of the member 512 character<recontactDate> Date the recruiter should contact the member again Date
<source> Source of the member as documented by the recruiter (i.e. Jigsaw Recruiting Event, Indeed, Careerjet, etc.) 100 characters
<status> Status the recruiter assigns to the member (i.e. Setup Interview, Interview, Follow Up, etc.) (Note: this is a free form field) 50 characters
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Avature Field Mapping
J2W Field CRM Field
First Name First Name
Last Name Last Name
Email Email
Current Employer Employer
Current Title Job Title
Phone Number Home Phone Number of Cell Phone Number
This table represents the standard fields that are common in both systems and have a direct 1:1 mapping between systems.
If additional fields from RMK need to be mapped into individual fields in the CRM, clients will need to work with their respective Integration Manager.
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Technical Notes
RMK sends data to the CRM when…
• A new member is added to the Talent Community
• An existing member applies to a job
Data is sent automatically to the CRM
• No visual identifier is available in RMK showing the member data was sent
Clients will need to work with their CRM to create field mappings from RMK into the CRM (Avature)
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SourcePoint Implementation
SourcePoint will accept the new fields with SuccessFactors RMK. This information will be displayed in their ‘Right Side Panel’
For additional details regarding the inclusion of the new fields in SourcePoint please contact your AIRS SourcePoint representative
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New Fields for SourcePoint as of
Members Node
Created Date
Last Modified Date
Last Logged In Date
User Type
User Type Description
Email Enabled
Custom Field 1
Custom Field 2
Campaign Code
Referring Engine
Referring Type
Agent Node
Agent Keyword
Agent Location
Agent Frequency
Counter Node
Apply Count
Emails Sent Count
Jobs Sent Count
IP Node
Country
Domain Name
ISP
Region
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Where Does The Data Go?
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Where Does The Data Go?
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Where Does The Data Go?
21 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Where Does The Data Go?
22 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Where Does The Data Go?
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Where Does The Data Go?
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Where Can The Data Go?
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How Can They Use The Data?