Choosing Your Recruitment CRM – 10 Top Tips For Start-Ups
TEAM Hub Support • April 19, 2020

Every year, thousands of experienced recruiters take the leap out of paid employment to venture on a journey of entrepreneurship, building their own businesses and taking command of their financial destiny. And along with hopes, dreams and (ideally) a solid business plan, every start-up needs recruitment software to support its growth.



The CRM system that powers your recruitment business is among the most important components of your new venture. 

“ISN’T IT JUST A GLORIFIED SPREADSHEET? CAN’T I JUST GET STARTED WITH EXCEL?”

Identify Your Competition

Well, yes … if you want to:

  • Lose valuable hours to offline admin and manual data entry
  • Let thousands in fees slip through your fingers
  • Build your company on foundations of sand


A professional CRM platform is far more than a data storage system. It is the technology heart of your business, and one that can make a huge pro-active difference to your top and bottom-line growth. 



The right recruitment software for start-ups creates workflow efficiencies, frees up time to sell and place candidates. As well as providing a resource that helps new hires bill and generate revenue faster. 

1. Don't buy twice

Your business is just getting started – does it really matter which tools you use?

You can always upgrade later, right? 

CRM systems and recruitment software occupy such a central and prominent position in your agency’s workflow that it pays to get them right from the start. 


Used properly, your tech platform will drive recruiter behaviour, structure data, create automated workflow steps and plug into other areas of your front and back office. 


It’s far more than a ‘place to store CVs’, and should be a resource continually adding value to your business. 

With this in mind, getting started on the wrong platform and migrating data, workflows and systems across to a new provider creates distracting and unnecessary work. 



Pick the right tool first time around and go all in on making it work for you. 

2. Get references and check the reviews

Choosing any software can be challenging, but you don’t have to do it alone. The recruitment industry has thousands of agencies of all shapes, sizes and ages, and any CRM provider should be confident to offer you a host of customer references to explore. 

If demos are the fireworks designed to grab your attention,

reviews are the reality left behind once the smoke clears.

Every CRM supplier will tell you that they have a great recruitment agency software. That, in fact, theirs is the best recruitment CRM system in the UK. And they will back it up by a few client testimonials or case studies.


However, a small selection of hand-picked customer referrals is no substitute for a trusted public review platform, such as Trustpilot. If your potential technology partner is not featured… why not?


As with any other major financial decision, it’s hard to replace the testimony of people in similar situations who have been there before you and can share their stories, guiding your decision-making with honest feedback.



Your CRM is the backbone of your business. Selecting the right one is a critically important move, and one that must have comprehensive, rational grounds.

3. Budget does not mean cheap

Technically speaking, recruitment CRM software is not a cost – it’s an investment. 

This means you should not be looking for the lowest-priced tool, but rather the one that provides the best ROI to your business. 

Sure, price plays into this – it is part of the ROI calculation. 

But when it comes to shopping for recruitment software and technology, the question you should be asking is how the investment in the tool will repay itself in efficiency and opportunity to create more revenue. 



If you focus solely on price and do not calculate ROI, you’re soon back into Excel territory again. 

4. Buy for success, not for failure

If you’re committing time, energy, money and – more than likely – a chunk of your career to building a business, chances are you think it will succeed. 

Launching any company is a big risk, but with the right planning and effort, hundreds of new recruitment agencies succeed every year. 


This raises a key question – if you think you’ll succeed, why choose your software as though you won’t?



Buying a basic CRM tool that only gets your business to square one is a false economy – you’ll soon outgrow it and have to go back through the vetting and testing process all over again. 


As the primary tech platform for your company, it is best to buy with confidence – investing in a system that can accelerate and support your growth from start-up to thriving agency, growing and expanding your business without migrating from your original tech setup. 

5. Service, service, service

On top of a stacked feature list, true value from recruitment software partners comes from the service they deliver – working with their clients to create win-win partnerships where tangible business outcomes are directly generated by use of the technology. 

This runs right the way through the customer life-cycle, beginning with implementation and training, through support, account management and a commitment to long-term customer success. 

Technology companies who work to make sure that their customers fully understand product capabilities, develop workflows and internal programs to drive adoption, monitor usage and track results, set themselves apart from platform-only providers who simply hand over the login information and leave clients to their own devices. 

Real value from recruitment software is a partnership – one enabled by technology, but not purely dependent on it. 

Instead, it’s a blend of education, problem-solving, training and process development – all with the shared goal of having a proven impact on client outcomes. 

When feature lists are set to one side, if technology providers can’t stand behind their tools and help customers put them to maximum use, they’re only doing half their job. 


6. You are buying much more than a database

Even if we allow for some obvious, shared functionality across CRMs, there are differences that go far beyond each system’s basic ability to store and organise your data.

A well-chosen CRM platform will contribute measurably to your recruiters’ performance. It will accelerate the pace with which they carry out their daily tasks, cutting out the unnecessary repetitive admin tasks and using intelligent features to pro-actively position them to capture more revenue from the market.

A great recruitment agency software will feed them with prompts, insights and actionable alerts that turn them into super-recruiters. They will work faster and with better accuracy than their competitors, delivering client-candidate matches consistently powered directly by their technology.


7. Security should come as standard

Robust data security has grown in importance in recent years. Ransomware attacks can cause huge damage to your business. Attackers can hold your data hostage and steal confidential information.

In this climate enterprise-grade security, regular data backups and disaster recovery solutions should come as standard with any modern CRM such as Voyager Infinity.

Some recruiters are still experiencing nightmarish supplier failures where their data is hacked, stolen or they are simply frozen out of their own systems.

As the world continues to place an ever-growing emphasis on security, it should neither be a blind spot nor an optional extra in a professional CRM platform. Thus, a great quality recruitment agency software comes complete with security and risk management against any form of ransomware attacks.



8. Your CRM supplier is a partner, whether you like it or not

It can be tempting as a business owner to dismiss the significance of the dynamic you will have with your CRM supplier.

Purchasing a CRM is not a one-off transaction when you sign on the dotted line and never speak to your supplier again.

The reality is, that your CRM supplier is a partner, however much you would like to just buy login access and get on with business.

Getting the best out of technology requires commitment and effort – configuration, training, workflow development, integration with other tools, and as your business grows and change, flexibility and support to All to ensure the best return on your investment.

Using a CRM is a true partnership between the technology provider and the end-user. And the best dynamics work hard towards a single shared goal – the profitability and growth of the customer’s business.


9. Ease of use is key

Even with the world’s most comprehensive functionality, the software is next to useless if recruiters do not engage with it.

Dazzling systems with head-spinning complexity might have the potential to revolutionise your business. But it counts for nothing if your team never gets their head around the basic interface and navigation and fails to get any benefit from the platform.

Recruiters make money from data – that is the bottom line.

They need quick, easy access to it, and need to work as part of a collaborative digital environment where data can be easily found and processed by a range of users in a range of functions within the business.

The better your CRM can give each user what they needed to find, the faster you will see climbing ROI.


10. Do not be wowed by the demo

Sales demos are designed to highlight attention-grabbing features and sell a high-impact vision of a product. They resonate emotionally and drive potential customers to sign up without a deep-dive review of functionality and support.

However exciting the initial overview may be, nothing beats a detailed evaluation of genuine usability for calculating whether a tool truly is the right answer to your business challenges.

Great recruitment software is the perfect partner for recruitment agencies.


SERVICE PROVIDER SPOTLIGHT

This article has been provided by TEAM Service Provider – Ikiru People

Ikiru People is a leader in the supply of technology solutions and services to recruitment, staffing and executive search businesses, as well as corporate HR teams around the world – providing the platforms they need to test and train candidates, support further development, enhance the recruitment process and source the best talent. 

Ikiru People have developed some of the best-known recruitment technology brands, including:

  • Voyager Software www.voyagersoftware.com is one of most established Recruitment Software brands in the market today – streamlining recruitment processes and automating mundane admin tasks, making businesses more efficient, customer-centric and competitive. Available Cloud-based or server-based. 

Voyager has two core recruitment solutions: 

  1. Voyager ‘Infinity’ is the smart CRM for Permanent, Contract and Temporary recruitment – and now comes with FREE Skills Testing, to help recruiters deliver better candidates faster. Also incorporating Infinity Connect, the essential Mobile App which syncs seamlessly to your Infinity SaaS database, enabling recruiters to contact candidates and clients whilst on the go, and the Voyager Business Intelligence reporting tool offering free customisable dashboards providing valuable insights on your business performance. 
  2. Voyager ‘Mid-Office’ – The ultimate Pay & Bill solution (also in Bureau mode). Automatically import placements from Voyager Infinity, process your timesheets in-house or online with our automated workflows and serve the diverse requirements of your clients with our bespoke invoice templates. 

 

  • ISV.Online www.isv.online is the market leader in online skills testing and training, working with consultancies and employers to help them secure and retain the best talent. ISV gets the recruitment process right by avoiding bad hires and improving onboarding. 
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Earlier this month, Managing Director of TEAM, Andy Dunne , took to the stage at the Birmingham Recruitment Agency Expo to talk networking and…LEGO®?! You see, Andy says that building a professional network takes time and effort, much like assembling a LEGO® masterpiece. You need patience, persistence, and the right pieces to create a solid network. Off the back of his talk at #RecExpo, we crafted a practical 13-step guide to help you build, develop, and strengthen your connections, brick by brick. In our free downloadable guide , you'll have the opportunity to brainstorm and set clear goals that align with both your personal and business objectives. Use these strategies to help you expand your professional reach and grow a strong professional network that will eventually boost your bottom line. Just like constructing a complex LEGO® set, every connection you make adds another layer of strength to your network. You'll discover how to develop your own personal brand, showcasing your commitment to your growth and professional development. The guide even includes a blueprint for success, offering you personalised steps to take, with helpful tips on using AI to create a tailored networking plan. Explore old and new networking methods and evaluate which approach works best for you and your business. Learn how to build valuable partnerships and collaborations that will expand your network and extend your reach. Remember - just like building with LEGO®, networking should be fun! Here’s a sneak peek at the first 3 actions you can implement today: 1. Networking like LEGO® Brainstorm the types of events you could attend that will benefit you and your business - whether they’re industry conferences, local meetups, or workshops. Then, set a goal to attend one event per month between now and Christmas. At each event, make a point of meeting at least five new contacts and actively follow up with them. Check out Hung Lee’s Recruiting Brainfood list of upcoming Recruitment and TA Events . 2. LEGO® & networking: An Investment in your Busines Identify two specific networking activities to invest in this month. This could be attending an industry event, joining a professional group, or scheduling one-on-one meetings with key contacts. Then, allocate both time and money for these activities and commit to them, recognising that these investments are essential building blocks for long-term success. 3. Follow a plan: The Blueprint for Networking Success Create a simple networking plan for the next three months. Identify the key people you want to connect with, the events to attend, and specific actions to take. Download the guide to get a ChatGPT prompt that will help you generate a personalised networking plan! In the guide, you’ll also find some impressive top networking tips, an explanation and how to implement those tips, from eight leading networkers in the recruitment industry. If you haven’t heard of them yet (which we doubt!) get connected: Wendy McDougall (CEO of Firefish Software) Jo Major (Diversity in Recruitment) Si Bor (Embedded Ops) Hishem Azouzz (Hector) Vanessa Raath (The Talent Hunter) Simon Bliss (Chairman of TEAM) Kate O’Neil (Kate O’Neil Coaching) Jo Phillips (The Woman Behind the Women) Their inspirational insights will help you refine your strategy and make meaningful connections. Ready to start building your network? Download our free guide and get access to a step-by-step blueprint designed to help you create a solid, lasting network. With our handy downloadable guide, you’ll be on your way! Who are TEAM? TEAM is the UK’s largest recruitment network. We exist to create opportunities for recruiters, whether solo or established agencies, to save on costs and increase revenue , through extensive access to services, as well as offering a safe, collaborative national network to help businesses and people reach their potential.
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Recruiter insurance typically includes several types of cover tailored to the needs of recruitment agencies and individual recruiters. The types of roles or industries that you place into and the countries that you supply staff to can all have an impact on your business risk. The most common insurance products are professional indemnity (PI), public liability (PL), and employers liability insurance (EL). Professional Indemnity Insurance Also known as professional liability insurance, protects you against claims made by clients for professional negligence, errors, or omissions. Even a minor mistake in candidate placement or employment advice can lead to significant financial losses or reputational damage in the recruitment industry. Additionally, you may be accepting liability under contract for the actions of the temporary workers that you supply. You might also have contracts where the law governing the contract is US or Canadian Law, which would have different implications than claims arising under UK Law. PI insurance covers the legal costs and any compensation you might be required to pay, ensuring your business remains financially viable. Public liability Insurance As a recruiter, you might interact with clients, candidates, or members of the public at your office or their premises. PL insurance covers you if someone is injured or their property is damaged because of your business activities. Our Recruitment Scheme policy can also extend to include temporary workers and temporary candidates placed outside of the UK – although you will need to discuss your requirements with us as some restrictions may apply. While such incidents may seem unlikely, having this cover ensures you won't have to bear the financial burden if something goes wrong. Employers liability insurance In most cases, is legally required if you employ staff. It covers you if an employee is injured, dies or contracts a disease caused by a negligent act of the employer, for which you would become legally liable. Failing to have this insurance can lead to hefty fines, so it's crucial to ensure you comply with the law. Additional insurance to consider While the basic insurance covers are essential, other products can provide additional protection for your business: Driver's negligence insurance I f your business involves placing temporary drivers, this insurance covers damage to vehicles caused by the driver's negligence. This is particularly important if your clients expect you to take responsibility for any incidents while a driver is on assignment. Personal accident insurance This cover provides financial support if you or your employees suffer from an accident that leads to injury or death. It's a critical consideration for businesses where staff may travel or work in potentially hazardous environments. Cyber insurance In today's digital world, cyberattack risk is ever-present. Cyber insurance protects your business against the financial impact of data breaches, cyberattacks, funds transfer fraud and other digital threats. This is especially important for recruitment agencies that handle sensitive client and candidate information or frequent invoices. Legal requirements and compliance. Certain types of insurance are legally required. We've mentioned that employers liability insurance is compulsory for any business with employees. Additionally, contracts with clients often stipulate that you must have professional indemnity insurance in place. Without these insurances, you are at risk of financial loss, and you may also face legal penalties and potentially lose contracts. Building trust with clients and candidates Having the right insurance isn't just about protecting yourself; it's also about showing your clients and candidates that you're a responsible business. In a competitive industry like recruitment, that extra layer of trust can set you apart from the crowd. For members of The TEAM Network, securing comprehensive recruiter insurance is a fundamental step in protecting your business, your clients and your candidates. Whether you're a small agency or a large recruitment firm, the right insurance ensures compliance with legal requirements. By investing in the right cover, you can confidently operate, knowing you have protection in place against potential legal and financial challenges. Get in touch with a recruitment insurance expert today If you need specialist advice or an insurance quote, the recruitment specialist team at Marsh Commercial is here to help. Call them on 0161 245 1220 or email Su.Haddrell@marshcommercial.co.uk . If you are looking for instant cover, visit the quote and buy platform , ideal for businesses with a turnover of less than £5 million.
By Andy Dunne August 23, 2024
As we gear up for our exciting face-to-face networking season, with over 13 events lined up in the next five weeks, it's the perfect time to fine-tune your networking strategies with these tips for success! Whether you're an experienced networker or new to these events, these top tips will help you make the most of your time and connections: Don’t Stress About Having an Elevator Pitch Don’t worry if you don’t have a polished elevator pitch. We all started as newcomers to recruitment networking and to TEAM at some point. Just come along, say hello, and let the conversations flow! Set Clear Goals Decide what you want to achieve at each event—whether it's meeting specific people, learning about new trends, or exploring potential collaborations. Having a focus will make your networking more purposeful. Research Attendees Check the event guest list from TEAM HQ or your Regional Director and identify key individuals or TEAM Partners you’d like to connect with. Knowing a bit about them beforehand can help you start more meaningful conversations. Prepare to Share TEAM Regional and Divisional meetings are excellent opportunities to share ideas, knowledge and practical advice on how to be the best recruiters! Some of the best tips I’ve received came from these smaller, focused meetings. Always come prepared with ideas and advice that might benefit other Members and TEAM Partners. Be Approachable Smile, make eye contact, and show genuine interest in others. Ask questions about their business and listen. Building relationships is about creating a two-way dialogue, not just promoting yourself. Remember, everyone in TEAM is super friendly and there for the same reason as you. Follow Up with Your New Network Contacts After the event, send a personalised follow-up message to the people you met, or if you’re like me, a quick 30-second Odro video to say thanks! Reference something specific from your conversation to help them remember you and reinforce your connection. Use Social Media Share highlights or a snippet from the event on LinkedIn. You could share what you learnt and who you met. Being visible at these events demonstrates to clients, candidates and fellow recruiters that you are actively involved in the industry, keeping up to date, and value networking and knowledge sharing. Why not take a selfie and share it on your socials? Save Your Unique LinkedIn QR Code as Your Mobile Home Screen Make it easy to share your LinkedIn profile by saving your unique LinkedIn QR code on your mobile home screen. This quick access makes it simple to exchange contact details and connect with new people. Roundtable Discussions Roundtable discussions are excellent opportunities to chat to people with similar interests or challenges and establish yourself within the TEAM Community. Ask your Regional Director or TEAM HO before the event what topics will be covered in the breakout sessions, or if you have any of your own topic suggestions you’d like. Bring a Colleague, Partner, or a non-Member Guest. Attending with a colleague can enhance your experience and networking, as they might connect with people you haven’t met and vice versa, broadening your reach and making the event even more valuable. Or why not reach out to your recruitment network and bring somebody along who could benefit from being a member of TEAM. If they join, you’ll receive a £200 referral reward! 1Leverage Our WhatsApp Community Engage with the WhatsApp community before the event. Pose questions, share your goals, or suggest meet-ups before or after. This proactive approach can help you connect with more Members and suppliers. TEAM’s WhatsApp Community includes over 23 groups and 700+ Members – if you aren't involved yet, email us at TEAM HO. Offer and Seek Referrals Be proactive in offering referrals to other TEAM Members or Partners who could benefit from your services. Similarly, ask for referrals or recommendations that could assist you in expanding your business. With TEAM consisting of 75% specialist recruiters, there’s always someone in the network who can help. Don’t be late – if you can help it Arriving early can give you a head start on networking opportunities. You’ll have more time to connect with early arrivals and make the most of the quieter moments before the event gets busier. Networking is a vital part of growing your business and your spot in the TEAM community. By following these tips, you'll maximise your chances of making valuable connections and discovering new opportunities. Ar e you joining us at your next regional event? Find out when your next event is here. Looking forward to seeing you all at our upcoming events! If you aren't a Member or Partner of TEAM yet and want to experience the TEAM network local to you, get in touch and we'd love to chat!
August 20, 2024
Whilst the recruitment industry is fast-paced and sales-driven, relationships really are the backbone that builds the strongest recruitment businesses. Building a strong network of fellow recruiters and business owners can be the secret ingredient to your success. It's about creating a support system, sharing knowledge, and unlocking opportunities that you might miss out on. Porter Gale, former Vice President of Marketing at Virgin America once said, “Your network is your net worth” . Truer words have never been spoken! Why networking matters Networking is more than just exchanging business cards (does this still happen nowadays?!); it’s about building genuine connections. By surrounding yourself with like-minded professionals, you can create a colossally powerful support system. The right network will give you a sounding board for ideas, access to industry insights, people to lean on when times get tough (because, in recruitment, they certainly do) and a platform to share your expertise too. Moreover, a strong network can open doors to new business opportunities. Referrals, partnerships, discounts and collaborations often stem from these connections. In an industry as competitive as recruitment, having a solid network can give you a significant advantage. This is particularly true within the TEAM network, where our 500+ recruitment industry members have access to over £1.7million in split fees, up to 85% discount on job boards, access to top-tier industry suppliers knowledge and guidance, and the feeling that they are not in this alone. The Benefits of Networking The impact of networking on business growth is undeniable. According to a study by the British Chambers of Commerce, 75% of businesses believe that networking is essential for business growth. This highlights the importance of building and maintaining strong professional relationships. Furthermore, a report by the Department for Business, Energy & Industrial Strategy found that businesses with strong networks are more likely to innovate, create jobs, and increase exports. One person who knows the benefits of networking first hand is Simon Bliss, Chairman at TEAM. Simon says, “When I was a TEAM member as MD at Principal People, I reached out for advice to other members in the regional meetings for advice on incentive and commission programmes for my growing team. The feedback and openness i received from fellow members allowed me to build a new incentive scheme for my current and future staff that both helped with retention and attraction, and contributed hugely to build sales and margin without any consultancy or legal costs.” We also asked Ruth Forster, Founder at Wagstaff Recruitment , and TEAM member, to share her thoughts. She said, “Building a network that works for you takes time, but like most important things, you have to invest time to reap the rewards. I would not be the person I am today, nor would my business be the success it is, without my network. Success to me means being in a strong and happy place personally, having a happy team that achieves great results, and running a stable business with a solid reputation. The right network of people offers support, challenge, accountability, and learning, and in return, you will support people in your network too.” Building Your Network Building a strong network takes time and effort, but it is so worth it! Here are some tips to get you started: Attend industry events Conferences, meetups, and awards ceremonies are great places to connect with other professionals. The TEAM network hold monthly virtual and in person events for members, and an annual conference which is one of the most talked about events of the year! Check out this video from our 2023 conference. Leverage online platforms If you’re not on LinkedIn, are you even a recruiter? LinkedIn can be a powerful networking tool, when it’s used to its full potential. Connect with others in the industry, join groups and spend some time building connections through commenting on industry posts and topics. Join professional organisations Becoming a member of a recruitment network, like TEAM, can connect you with like-minded individuals and be the springboard you need to propel your recruitment business forward. At TEAM, we understand the importance of networking. We exist to create opportunities for recruiters, whether solo or agency, to save on costs and increase revenue, through extensive access to services, as well as offering a safe, collaborative national (and International) network to help businesses and people reach their potential. With member fees starting at just £60 per month, why wait? Start building your network today and watch your recruitment business thrive.
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