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Your guide to selecting the right configuration options in Mercury (or any major CRM!) 

 

The key to a successful implementation lies not just in choosing the right software but also in configuring it effectively. In this article, we'll explore six essential considerations to ensure your Mercury implementation is a resounding success.

1. Ensure you have the right people in the (virtual) room

Ensure you involve key users of your existing system who can meaningfully contribute to the configuration options agenda. This might vary session by session but it will help ensure your management or project team is not making decisions that don’t reflect the requirements of the business. Also, ensure that you have a dedicated project manager who understands the intricacies of your current processes and can effectively communicate with all stakeholders.

2. Spend time on the right items

Prioritise the configuration options that align with your organisation's goals and don’t worry too much about others not on your critical path to achieving organisation change. Focus on essential features like candidate management, automated workflows, and reporting tools. Resist the temptation to overcomplicate the system with unnecessary customisations that may lead to delays and increased costs. A common mistake is putting in too many mandatory fields because you want better data when in reality you need to focus on getting everyone engaged in using the system without blockers in the first few days and weeks.  

3. Align your recruitment processes to Mercury's native workflow

Mercury already has a well-trodden recruitment process workflow which thousands of our users utilise every day. Your business can configure this to your needs but be mindful of overcomplicating things by trying to recreate processes you currently have. Before configuring Mercury, map out your existing recruitment workflow. Identify bottlenecks, redundancies, and areas where automation can significantly improve efficiency. Use Mercury to streamline these processes, making recruitment smoother and more productive.

4. Put yourself in a Recruiter’s shoes

Getting the right experience for your front-line recruiters is essential. Understand their daily challenges and preferences, and configure the software to enhance their experience. Intuitive user interfaces, easy data entry, and relevant analytics dashboards can go a long way in boosting adoption and productivity.

5. Consider a phased approach

A phased approach to implementation can help manage risk and ensure a smoother transition. Start with a core set of features and gradually add more advanced functionalities as your team becomes comfortable with the system. This approach allows for better user training and minimises disruption.

6. Ask our team for help! 

Implementing a new system is a significant undertaking, so liaise with our team on our recommendations for your business. They can offer valuable insights, best practices, and guidance to overcome any challenges that may arise.