Recruiting Marketing CRM Integration. 2 SuccessFactors Proprietary and Confidential © 2012...

Recruiting MarketingCRM Integration

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.

Maximize Your Candidate data collection

SF RMK / CRM integration allows your Recruiting Marketing Talent Community to communicate candidate information with your CRM or sourcing applications

Automatically updates predetermined data for consistency data integrity


Workflow

Visitor on RMK Client Site

New Member Created (Join

or Apply)

RMK Sends XML File to

CRM with new Member Data

CRM Imports Member

Data

Returning Member on RMK Client

Site

Member Applies to a

Job

RMK Sends XML File to CRM with Updated

Member Data

CRM Imports Member Data

1

2


Why integrate

Problem:

Companies using multiple systems to manage sourcing have difficulties managing data

RMK Client CRM / Sourcing Tools

Candidate


Solution

Real Time Integration:

New Talent Community member’s data sent to CRM

Automated update when returning member applies for a job

Delivered Member Information:

Detailed information about the member is sent to the CRM providing rich content to assist with sourcing activities.

Client CRM / Sourcing ToolsRMK

Candidate


CRM Integration Process

1. PM creates a task indicating client would like CRM integration turned on. Assign to Web Development.

2. Web Dev. emails Client Company Name and client Site ID # for CRM set up integration on their end.

3. CRM confirms that client is ready to have integration turned on.

4. SuccessFactors RMK turns on respective integration in Command for client.

5. Web Dev. will confirm with CRM that Jobs2web members are going into client CRM system.

6. Web Dev. will Close case regarding CRM integration for that client.

7. For additional details regarding the inclusion of the new fields in SourcePoint please contact your AIRS SourcePoint representative


CRM Integrations

CRMs supported: SourcePoint and Avature

Integrating with CRM tools is an add-on product for the SuccessFactors RMK. Please contact your Jobs2web Client Strategy Director for pricing and implementation questions.

Supplemental SlideData Sent


Activating CRM: RMK side


Data Sent from RMK

XML node Description Field Properties (Max Length)

MEMBER NODE <userID> Unique numeric identifier that identifies the member Integer<firstName> Member first name 50 characters<lastName> Member last name 50 characters<email> Member email 100 characters

<interestLevel> Level of interest the member has in job search (i.e. Passive interest; Just starting to look; Actively looking, but employed; Available immedia 30 characters

<currentEmployer> Member current employer 50 characters<currentTitle> Member current title 50 characters<phoneNumber> Member current phone number 20 characters<custom1> Answer to a client configurable yes / no question Bit<custom2> Answer to client configurable multiple choice selection field associated to Custom1 50 characters<status> If a member is active or inactive 10 characters<created> When member is created Date<lastModified> Last time (date) member record was modified Date<lastLoggedIn> Last time the member logged in Date<userType> Numeric value indicating what type of user the Member is Integer<userTypeDesc> Description assigned to the numeric value of userType 20 characters<emailEnabled> If member email is active or inactive (values: 0 or 1) Bit <referringEngine> From where the member was routed from (i.e. Google, Yahoo, About, etc.) 50 characters<referringType> The kind of Referring Engine the member came from (i.e. Email, Search Engine, Career Site, etc.) 50 characters<campaign> A code that represents a promotion of a grouping of jobs 100 charactersAGENT NODE <location> Job match for a specific location the member is interested in 130 characters<keywords> Job match for a specific category or type the member is interested in 130 characters<frequency> The number of times a week the member wants to be notified of matching job agents IntegerCLIENT NODE <id> Unique numeric identifier that identifies a client Integer <name> Name of the client 50 charactersCOUNTERS NODE <applyCount> Number of times a member has started the apply process for a job Integer<emailSentCount> Number of times an email has been sent to the member Integer<jobsSentCount> Number of jobs that have been sent to the member Integer

Contintued on Next Slide


Data Sent from RMK

XML node Description Field Properties (Max Length)

IP INFORMATION NODE <country> IP address location at the country level 64 characters<domainName> IP address location at the domain name level 128 characters<isp> IP address location at the Internet Service Provider level 255 characters<region> IP address location at the region level (i.e. State, Province, etc.) 128 charactersJOBS NODE <externalID> Client unique identifier of the job 50 characters<applyDate> Date the member applied for the job Date<jobTitle> Job title 95 characters<category> Applicant tracking system category the job is in 50 characters<facility> The store or location name where the job is located 75 characters<shiftType> Shift - 1st, 2nd, 3rd, weekends, etc…. 50 characters<location> Job location in the format city, state abbr, iso code, zip code 50 characters<city> City the job is located in 30 characters<state> State the job is in (2 character state abbreviation) 2 characters<country> Country the job is in (ISO Country code) 2 characters<zip> Postal code of the job location 10 characters<customfield1> Repeats up to 5 times. Contains additional information about the job Nvarchar(50), nullRECRUITER NODE <name> Recruiter name associated to the member 50 characters<email> Recruiter email address associated to the member 100 characters<notes> Notes the recruiter has made about the member 2000 characters<okToContact> A flag that indicates the recruiter is allowed to contact the member Integer<linkedin> Recruiter entered LinkedIn URL of the member 512 character<facebook> Recruiter entered Facebook URL of the member 512 character<recontactDate> Date the recruiter should contact the member again Date

<source> Source of the member as documented by the recruiter (i.e. Jigsaw Recruiting Event, Indeed, Careerjet, etc.) 100 characters

<status> Status the recruiter assigns to the member (i.e. Setup Interview, Interview, Follow Up, etc.) (Note: this is a free form field) 50 characters

Supplemental SlideAvature


Avature Field Mapping

J2W Field CRM Field

First Name First Name

Last Name Last Name

Email Email

Current Employer Employer

Current Title Job Title

Phone Number Home Phone Number of Cell Phone Number

This table represents the standard fields that are common in both systems and have a direct 1:1 mapping between systems.

If additional fields from RMK need to be mapped into individual fields in the CRM, clients will need to work with their respective Integration Manager.


Technical Notes

RMK sends data to the CRM when…

• A new member is added to the Talent Community

• An existing member applies to a job

Data is sent automatically to the CRM

• No visual identifier is available in RMK showing the member data was sent

Clients will need to work with their CRM to create field mappings from RMK into the CRM (Avature)

Supplemental SlideSourcePoint


SourcePoint Implementation

SourcePoint will accept the new fields with SuccessFactors RMK. This information will be displayed in their ‘Right Side Panel’

For additional details regarding the inclusion of the new fields in SourcePoint please contact your AIRS SourcePoint representative


New Fields for SourcePoint as of

Members Node

Created Date

Last Modified Date

Last Logged In Date

User Type

User Type Description

Email Enabled

Custom Field 1

Custom Field 2

Campaign Code

Referring Engine

Referring Type

Agent Node

Agent Keyword

Agent Location

Agent Frequency

Counter Node

Apply Count

Emails Sent Count

Jobs Sent Count

IP Node

Country

Domain Name

ISP

Region


Where Does The Data Go?


Where Can The Data Go?


How Can They Use The Data?

Recruiting Marketing CRM Integration. 2 SuccessFactors Proprietary and Confidential © 2012...

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