Table of Contents:
Overview
Candidates often move to new locations, acquire new skills, etc., but moving these candidates around in your CRM based on the latest developments is a manual process that rarely gets done. With this update, you can dynamically update your CRM and send messages at the right time based on their updates.
Example: You need to build a talent pool of PMs in NYC
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Set up a Saved Search Automation that adds prospects to your “NYC PMs” project when they fit the role (Product Manager) and location (NYC).
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The next time someone with that criteria is added to Gem or captured by Data Refresh (every 30 days), they will automatically be routed to the NYC PMs talent pool.
Example: You need to build and engage with a talent pool of PMs in NYC
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Create an “NYC PMs” project
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Set up a Saved Search Automation that adds prospects to your “NYC PMs” project and sends a sequence when they fit the role (Product Manager) and location (NYC).
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The next time someone with that criteria is added to Gem or captured by Data Refresh (every 30 days), they will automatically be routed and messaged.
The general process flow is as follows:
Current Limitations
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.