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Accelerate selection processes with your CRM

Key elements for prospecting

Create/review contacts or accounts from LinkedIn
It is key to generate accounts and leads from LinkedIn in your CRM, verifying their existence, status, last conversations, contracts and manager.

Increase likelihood of contact
Between 2 and 4 leads are usually worked on per company, depending on the size of the target company. This increases the likelihood of contact.

Multichannel process
Once you have created the account and the leads/contacts, start a multichannel contact process (telephone, email, LinkedIn, WhatsApp) that maximizes the likelihood of contact, ensuring a minimum number of attempts. Taken, follow the call script and have the necessary content to answer any question.

Maximize relevance
Follow the appropriate script according to industry and buyer persona to maximize relevance, and have the necessary content to answer questions.

Improve qualification
Ask qualification questions, so that you can know the quality of the lead and complete the contact and profiling details.

Closing meetings easier
Close the meeting, being able to offer my free hours in the calendar to avoid unnecessary message exchange. Complete the necessary administrative tasks to formalize the closing of the meeting.
Key elements for tracking opportunities

Prepare meetings by reviewing past communication
Prepare for the meeting by reviewing the previous communication, especially the one that closed the meeting, and the LinkedIn profile of the contact and the company.

Qualify opportunities
The meeting qualifies the contact with the objective of determining if there is an opportunity or not, based on the criteria established in the sales playbook.

Organized pipeline
It is essential to maintain a well-organized pipeline of opportunities where each one of them is at the right stage, always with well-defined 'next steps'.

Complete forecast information
The pipeline must allow calculating the forecast. Therefore, the 'amount', 'expected closing date' and stage fields must always be updated.

Quick access to content
The pipeline must allow calculating the forecast. Therefore, the 'amount', 'expected closing date' and stage fields must always be up to date. It is very important to have access to content that can be sent to answer any questions or internal processes of the customer.
Key elements for searching and contacting candidates

Quick search and contact candidates
The search for candidates involves finding the right profile, qualifying through initial contact and, if there is interest, scheduling a call and following up.
Transform your CRM
- Agile navigation
10 times faster browsing speed in Salesforce. The candidate and customer views show all past activity in one click.
- LinkedIn on Salesforce
Bring LinkedIn to Salesforce. Send messages, visit profiles, create them and more, without leaving the social network, while all your activity is automatically recorded and updated in Salesforce.
- Smart contact
All your contact tools are just a click away. Create emails with content suggested by IA and view your calendar without leaving the editor, and you can automate emails whenever you need it.
- Unified tray
Access incoming activities such as calls, emails, LinkedIn or WhatsApp messages, in a single inbox where you can respond with one click.
- Automated tasks
All tasks are organized and presented to the agent based on priority.

- Guided tracking
Guided assistance for monitoring candidates, companies and opportunities, through pre-configured cadences. Recruiting consultants will know when and who to contact.
- Automatic update
Automatic collection of information and updating of fields. Agents will know what to report and when to do it, thanks to digital assistants.
- Contextual suggestions
Content suggestions based on the candidate's profile. Depending on the context, Harmonix suggests what documents or messages to send.

- Contextual suggestions
Use cadences to establish the monitoring plan and define the next tasks.
- Real-time arguments
View arguments and content when calling and sending emails in real time. They can be segmented by customer type, service, or any Salesforce variable.
- Pipeline management
Identify candidates or companies with no future tasks assigned to them. This way, keep your pipeline organized and ensure follow-up.


