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USI Global Recruitment LLP, headquartered in Kochi, Kerala, specializes in sourcing candidates and fulfilling employer recruitment needs across multiple sectors, locally and internationally. Before implementing Zoho CRM, the company relied on Excel sheets for candidate tracking, employer data, and job requisitions, leading to inefficiencies and inconsistencies. The agency sought a scalable, structured solution to centralize recruitment processes, standardize workflows, reduce errors, and improve visibility across all active jobs and candidate pipelines. Their objective was to enhance operational efficiency, accelerate placement timelines, and increase employer satisfaction while preparing for growth in both domestic and overseas recruitment services.
Challenges
Managing recruitment operations via Excel sheets created significant challenges for USI Global Recruitment. Manual data entry led to duplication, errors, and inconsistencies, while limited visibility and reporting hindered efficient candidate matching and employer interactions. The company required a robust system to standardize workflows and scale operations effectively.
Data Duplication & Errors: Multiple sheets caused inconsistent, error-prone data entry.
Poor Visibility & Tracking: Recruitment stages were difficult to monitor centrally.
Time Inefficiency: Manual searches delayed candidate-employer matching.
Lack of Standardization: Workflow varied across HR staff members.
Scalability Issues: Excel sheets became unmanageable as volume grew.
Missed Opportunities: Strong candidate profiles sometimes went unnoticed.
These challenges limited USI Global’s ability to respond quickly to employer requirements and track candidate progress accurately. To address these issues, the company sought a Zoho CRM implementation partner to design a centralized, automated system capable of streamlining recruitment processes, improving accountability, and enabling real-time reporting for data-driven decision-making.
Solution
Codelattice, a certified Zoho CRM partner, implemented a tailored CRM solution for USI Global Recruitment, incorporating modules for candidates, employers, job openings, and deals. Automation, workflows, dashboards, and data migration were integrated to enhance efficiency, tracking, and reporting across the recruitment lifecycle.
Contacts module
Centralized candidate profiles with skills, experience, resumes, and preferences. Quick search filters enabled efficient candidate matching and retrieval.
Accounts module
Employer profiles stored with contacts, hiring history, and company details. Accurate records improved communication and alignment with recruitment.
Custom job module
Recorded all job openings with details and required skills. Enabled linking jobs directly to candidates and deals for tracking.
Deals pipeline
Visual stages from job open to placement improved workflow tracking. Assigned owners and due dates ensured accountability and timely follow-ups.
Automations & workflows
Email alerts and task reminders reduced manual follow-ups. Automatic status updates maintained accurate, real-time pipeline data.
Reports & dashboards
Custom dashboards displayed KPIs like time to fill and pipeline health. Scheduled reports enabled management to monitor team performance.
Role & permission setup
User roles ensured appropriate data visibility and editing permissions. Reduced errors and secured sensitive candidate and employer information.
Data migration
Imported historical candidate, employer, and job data from Excel. Preserved ongoing recruitment activities during the CRM transition smoothly.
Training & support
Zoho CRM improved candidate tracking, employer satisfaction, and overall recruitment efficiency for USI Global Recruitment.
Results
Zoho CRM implementation transformed USI Global Recruitments hiring operations, delivering better tracking, reporting, and collaboration.
Candidate retrieval time reduced by 60%, enabling faster matching to employer requirements.
Recruitment pipeline visibility increased, tracking over 95% of active candidates and jobs.
Employer satisfaction scores improved by 40% due to faster, accurate placements.
Internal data duplication dropped by 80%, reducing manual errors significantly.
Time to fill positions decreased by 30%, improving client responsiveness.
Over 500 candidate profiles migrated successfully without data loss or errors.
Deal closure rate increased by 25% through structured recruitment pipelines.
HR productivity improved by 35% due to automated workflows and reminders.
Real-time dashboards enabled management to monitor KPIs and performance daily.
Overall, CRM adoption accelerated recruitment efficiency and strengthened client and candidate satisfaction.
Client feedback
Codelattice's expertise as a Zoho CRM implementation partner transformed our recruitment operations. The centralized system has eliminated errors, improved candidate tracking, and streamlined communication with employers. Automated workflows and dashboards have increased our efficiency and accountability, enabling us to handle a higher volume of job openings effectively. The integration of all modules has significantly reduced manual tasks, and the team's support during training ensured smooth adoption. We are now able to make data-driven decisions, respond faster to employer needs, and deliver higher-quality placements, positioning USI Global Recruitment for sustained growth.
Conclusion
Implementing Zoho CRM allowed USI Global Recruitment to replace a fragmented, Excel-based system with a centralized, automated solution. The CRM improved workflow efficiency, reduced errors, and enhanced visibility, enabling HR staff to match candidates faster and more accurately with employer requirements.
By standardizing processes, leveraging automation, and providing management with actionable insights, USI Global Recruitment strengthened client satisfaction and internal accountability. The scalable CRM platform prepares the company for growth, ensuring streamlined operations for future recruitment demands locally and internationally, while benefiting from continuous Zoho CRM support and integration opportunities.