TL;DR–Career Forge | ERM is the end of your battles using finicky spreadsheets and cumbersome CRMs to manage your Career Services Employer Relations!
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Schedule your 1:1 with Dale Stelter because you're done managing employer relations with bulky spreadsheets!
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That’s the first of many questions we’re answering these days (more below) about the only employer relationship management (ERM) platform built exclusively for career services.
Career Forge | ERM is one of two technologies from Career Soft, LLC, founded by four former recruiters in 2012. You know our original platform, Career Fair Plus, the stand-alone enterprise recruiting platform for elevating in-person, virtual, and hybrid recruiting events with automation and analytics.
Career Forge | ERM is every career services team’s escape route from bloated customer relationship management (CRM) software. You can finally replace sales-based tracking with employer-relationship monitoring and reporting.
First, let’s talk about the free, 30-minute demos where you ask the questions. I'll wait here while you save your seat:
Next, today’s Q&A, all original and shared according to the order asked on a recent demo (join the next one 👆👆👆). Thanks for your thoughtful questions and comments!
Let’s dive in for a closer look…🤿
Participant: Where do you source contacts from? Are they verified? Do we source the contacts and then add them?
Dale Stelter: We upload your contacts during onboarding for you to maintain going forward.
Participant: Are there ways to add tags? Also, can a contact or company have multiple account owners if you have a distributed team?
Dale Stelter: You can add tags to contacts and companies. A contact or company cannot have multiple account owners, but we noted the idea for development discussions! Thanks for the suggestion.
Participant: Can contacts be linked, like when a contact leaves one company and joins another?
Dale Stelter: Contacts link to one company. If a contact moves to another company, you can assign them to the new company or create a new contact record, in which case their previous record remains with their original company.
Participant: Do you get a notification on the due date for a task?
Dale Stelter: Each ERM user receives a daily email listing that day’s tasks plus any overdue items. Career Forge | ERM users love this feature! They tell us it’s immensely helpful planning their time.
Participant: How many users can you have in the system per school?
Dale Stelter: As many as you choose!
Participant: Does this integrate with Gmail or Outlook so that sent emails are collected?
Dale Stelter: Yes, we integrate with Gmail and Outlook, so any emails you send or receive automatically add to the contact and the company's activity feed.
Participant: How far along is the Handshake Integration?
Dale Stelter: We’re nearing the finish line and are proud that Career Forge | ERM, the first ER platform built for Career Services, will have a built-in Handshake connection.
Participant: And what would that look like? Would it be two-way or import-only?
Dale Stelter: One way—for now. Career Forge software engineers (a.k.a. magic geniuses) are developing a custom integration so you can choose which employers, contacts, and engagements to export into Career Forge | ERM.
Participant: Is "per user" the same as "per school"? We have multiple users on our Employer Relations Team.
Dale Stelter: A user is a unique login based on an email address under the school's career center in Career Forge | ERM. Decentralized schools may have either one instance of Career Forge | ERM that allows them to share data across all their career centers, or they may prefer that each career center have its own instance to silo information. Either way, the subscription cost is the same! Let’s get together and set up your best option!
Participant: In activity, can you see attachments? i.e., if you send an employer a document or resume of a student.
Dale Stelter: Stay tuned. The ability to view attachments or files you send or receive in the activity feed for that contact or company is coming soon.
Participant: We have multiple career centers at our university. Will they need to buy seats to access/add information?
Dale Stelter: If you want to share information across career centers, each user needs a separate seat and login credentials to access Career Forge | ERM.
Participant: Can tags be applied to both employers and contacts?
Dale Stelter: Yes. You can customize properties for employers and contacts.
Participant: Can reports be pulled on tags?
Dale Stelter: Yes, Custom Properties are excellent filters to pull the exact information you want in your reports.
Participant: Can you run reports on interaction history? For example, “Show me a list of all interactions with employers conducted in Spring 2023.”
Dale Stelter: Soon, but for now, you simply create a custom property, tag the employer as Spring 2023, then run a report to collect those employers and manually review interactions.
Participant: Does the ERM allow you to select multiple employers or contacts and update their custom properties simultaneously?
Dale Stelter: We’re working on finding the best way to add that feature. We send regular feature updates, sometimes daily, to all Career Forge | ERM users. If you onboard now, you’ll have first access to every new feature.
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"We are SO EXCITED about this - I literally ran across the room to grab my purse and credit card. :)”
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OK, that last comment isn’t a question, but it’s flattering, and our software engineers deserve these kinds of kudos.
Based on your feedback, they envisioned and launched an industry-changing product that we're innovating daily.
Stay ahead of the crowd, and explore Career Forge | ERM now.
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Schedule your 1:1 with Dale Stelter because you're done managing employer relations with bulky spreadsheets!
|