Table of Contents

What is Talent CRM and What Does It Do?

Talent CRM is an advanced, AI-powered recruiting solution designed to automate and optimize talent organization, rediscovery, and engagement. By using powerful features and automation, Talent CRM ensures that recruiters can focus on what truly matters: building relationships and nurturing high-potential talent, all while eliminating time-consuming manual tasks.

In the world of recruiting, successful hiring isn't just about filling roles—it's about building and maintaining meaningful relationships with candidates over time. Unfortunately, current tools often burden recruiters with manual organizational tasks, reminders, and rigid workflows.

Because of this, recruiters become reactive, scrambling to fill immediate roles rather than proactively nurturing a pipeline for the future. Without the right tools to organize and engage talent, candidates are often neglected, and recruiters end up starting from scratch with each new role.

Talent CRM changes this approach by automating and streamlining the processes that were previously manual, allowing recruiters to focus on relationships and building long-term talent pipelines.

Key Features and Benefits

Organize effortlessly with:

Talent pools & talent communities: Simplifies talent segmentation, ensuring recruiters manage qualified prospects with talent pools while marketers can engage broader audiences with talent communities.
Proactive talent pools: Automatically refresh and add candidates to talent pools based on real-time hiring criteria—saving recruiters time and reducing manual updates.
CRM 3D search: Rediscover past candidates quickly using advanced search filters that leverage Findem's proprietary 3D data & Copilot filters.

Nurture intentionally with:

Integrated follow-ups: AI-powered reminders ensure recruiters never miss an opportunity to re-engage top talent. With one-click outreach, following up becomes seamless.
Targeted CRM campaigns: Create and manage independent campaigns, allowing recruiters to target specific groups within talent pools and automatically include new pool members, ensuring continuous engagement.

In short, Talent CRM allows recruiters to:

Organize and refresh talent pipelines automatically
Re-engage past candidates and warm leads
Run personalized outreach campaigns
Track engagement and hiring ROI

Unlike traditional CRMs, Findem Talent CRM works out of the box and is powered by real-time 3D data—a multi-dimensional view of candidates' skills, experience, and attributes.

How to Get Started Using Talent Pools (TP) & Talent Communities (TC)

What's the Difference?

Talent pools:

Think: Internal database of warm prospects; proactive hiring strategy.

Purpose: Quickly fill roles with warm, pre-identified candidates.
Engagement: One-way outreach when relevant roles open.
Examples: Previous applicants, silver medalists, referrals, former employees.

Talent communities:

Think: Opted-in network for long-term engagement; Marketing-driven.

Purpose: Build long-term relationships and promote employer brand.
Engagement: Two-way via newsletters, events, and social media.
Examples: Alumni, event attendees, subscribers via career sites.

A strong talent strategy includes both, ensuring a ready pipeline for hiring and a brand-driven approach to long-term engagement.

To get started moving existing candidates from a TC to a TP, contact your CSM.

Understanding Roles & Access

Your access to talent pools and talent communities is tailored to your role assignment in Findem so that you only see what's relevant to you. Keep in mind, a single user can have multiple roles.

Sourcers

Can create and manage talent pools, but not talent communities
Cannot campaign to talent pools or talent communities
Fully integrated with the sourcing platform—no need to access the CRM

Ops (Support Sourcing)

Can create and manage talent pools, but not talent communities
Can campaign to talent pools, but not talent communities
Have access to CRM

Talent Marketers (TM)

Can create and manage talent communities, but not talent pools
Can campaign to talent communities, but not talent pools
Have access to CRM tools

The table below explains what each user role can accomplish with TPs and TCs.

Role	Talent Pools	Talent Communities
Sourcer	Can Add candidates to View candidates in View info on the candidate profile and TP activity Pull candidates from and add to a project/export to requisition Can sometimes Create/edit/manage talent pools Campaign against talent pools (without a project) Single message a candidate in a TP without a project Cannot Import candidates	Can View candidates in View info on the candidate profile and TC activity Pull candidates from and add to a project Cannot Create/edit/manage talent communities Add candidates to Campaign against talent communities (without a project) Single message a candidate in a TC without a project Create TC signup form
Ops (Support Sourcing)	Can Create/edit/manage talent pools Add/import candidates to View candidates in View info on the candidate profile and TP activity Campaign against talent pools (without a project) Single message a candidate in a TP without a project Cannot Pull candidates from and add to a project View CRM tab and TPs as part of a project	Can View candidates in View info on the candidate profile and TC activity Cannot Create/edit/manage talent communities Campaign against talent communities (without a project) Single message a candidate in a TC without a project Create TC signup form Pull candidates from and add to a project
Talent Marketers	Can View candidates in View info on the candidate profile and TP activity Create/edit/manage talent pools Campaign against talent pools (without a project) Single message a candidate in a TP without a projectAdd candidates to Cannot Pull candidates from and add to a project View CRM tab and TPs as part of a project	Can Create/edit/manage talent communities Add/import candidates to View candidates in View info on the candidate profile and TC activity Campaign against talent communities(without a project) Single message a candidate in a TC without a project Create TC signup form

Actions:

Create/edit/manage
Add candidates to
View candidates in
View info on the candidate profile and TP/TC activity
Single message
Bulk message/campaign
TC Signup form
View analytics

Key Use Cases for Talent CRM

Here are some common ways teams are using Findem Talent CRM:

Rediscover Silver Medalists: Easily find and engage high-quality candidates who made it far in past interview processes but weren't selected—right when a similar role reopens.

Engage Alumni & Referrals: Build and nurture dedicated communities for former employees or referred candidates with personalized, branded outreach.

Run Targeted Nurture Campaigns: Create automated campaigns for specific talent segments, such as tech candidates in NYC or DEI-focused pipelines.

Automate Follow-Ups: Ensure no great candidate slips through the cracks with smart reminders and follow-up workflows.

Collaborate Across Teams: Coordinate between sourcing, recruiting, and hiring managers using centralized talent pools and shared candidate insights.

Setup Steps and Requirements (Before You Begin)

Step 1: Share Brand Guidelines

Send your logos, colors, typography, headers, and social links to your Findem CSM
These will be uploaded for branded content blocks in campaigns

Step 2: Configure Email Protocols (with your company IT help)

Set up a subdomain or custom domain for email sending
Custom Domains for Sending Emails. Contact your CSM for help or questions

Step 3: Connect Email Accounts

Step 4: Upload Candidate Lists

Import current talent pools, LinkedIn project lists, event attendees, ATS exports, referrals
Go to CRM > Imports > Import People > Upload CSV. Ask your CSM if you need help with uploads.

Set Up Preferences

Go to CRM > Preferences:

Fields – Choose what to display by default
Custom Fields – Create your own for org-specific tracking
Statuses – Customize (e.g. Ready Now, Ready Later, Not Contacted)

Navigating the Talent CRM Dashboard

The Talent CRM offers an intuitive interface that makes it easy to find, add, and organize profiles into talent pools. You'll see a dashboard that shows:

Active talent pools: A quick view of all your current talent pools.
Candidate search: Search profiles across your talent pool and community.
Recent activities: Recent actions or updates to your profiles.

From here, you can quickly add profiles, manage talent pools, and check the latest updates.

Adding Profiles to Talent Pools

In Talent CRM, adding profiles to talent pools is simple and efficient. Here's how:

From your dashboard, navigate to the Profiles tab where you can see all potential candidates in your database.
Select any profile you want to add to a talent pool. You can also select multiple profiles at once for batch actions.
Add to your talent pool:
- From the drop-down menu, choose the option Add to Talent Pool.
- You'll see a list of available talent pools. If a pool has already been created for the role you're filling, select the correct pool.
After selecting your pool, click Add, and the profile will be instantly added to the pool.

Note:

If the candidate is already a part of a talent pool, this will be displayed next to the talent pool name. You won't be able to add the profile again, ensuring no duplicates.

Viewing Existing Talent Pool Memberships

Talent CRM provides clear visibility on whether a profile is part of a talent pool or community.

Talent pool membership: If a profile is already part of a talent pool, this will be shown next to the pool name when adding a profile. The system will prevent adding duplicate profiles to the same pool.
Talent community membership: Similarly, profiles that are part of a talent community will be marked, so you can manage both pools and communities without confusion.

This ensures you can track the most up-to-date candidate information and avoid redundancies.

Searching and Filtering Talent Pools

You can easily search and filter profiles in Talent CRM to find the right candidate. Use the search bar to quickly locate profiles by name, skills, or other relevant criteria.

Apply filters to narrow down your search based on attributes such as location, experience level, or specific skills. Click here to learn more about CRM filters and attributes.

Filter by Talent Pool or Community to see which profiles belong where.

Filtering with Archived vs. Deleted Pools/Communities

Archived talent pools or talent communities are not removed from the CRM filter options. They will continue to appear in filter dropdowns even after being archived.

If you need to remove a Talent Pool or Talent Community from the available filter options, you must delete it instead of archiving it. After deleting, refresh the page to update the filter list.

A feature request has been raised so that archived items are hidden from filters in the future, but this behavior is not yet changed.

Understanding the Follow-Ups Talent Pool

The Follow-Ups Talent Pool is a special, user-specific talent pool that's automatically created by Findem. Unlike other talent pools, it has some unique characteristics:

Read-only status: You cannot add candidates directly to this pool or edit its name.
Purpose: It's specifically designed to support follow-up notes and automatic follow-up detection features.
User-specific: Each user has their own Follow-Ups Talent Pool.

Why is it different?

The Follow-Ups Talent Pool is intentionally designed with limited functionality to focus on its core purpose of supporting the follow-up workflow. This design ensures consistent follow-up tracking across the platform.

Best Practices

Regularly update pools: Keep your talent pools up-to-date to ensure you're always engaging with fresh, qualified candidates.
Batch profile management: Select multiple profiles at once and add them to your pools in bulk.
Avoid duplicate efforts: Always check whether a candidate is already part of a pool before adding them to prevent duplicates.
Managing duplicate profiles: If you identify duplicate candidate profiles in your CRM, submit a ticket to our Support team requesting that the engineering team perform a cleanup activity to merge and deduplicate profiles. This involves a manual review process to consolidate duplicate entries, ensuring data accuracy and preventing redundant information.

Launching Campaigns

Findem's Talent CRM offers various campaign types, including:

Rolling Campaigns: Drip nurture (each person starts at Email #1)
Newsletters: Broadcast to everyone on a set date

To get started creating a new campaign:

Head to Campaigns > New Campaign
Create your email(s) with applicable messaging and content.
Assign to a Talent Community.
Choose Rolling or Newsletter.
Select recipients (All Candidates or Marketing Contacts)

You can track your campaigns in Analytics.

Campaign Best Practices

Below are some compiled best practices for starting your CRM campaigns:

Start with 1–2 dynamic pools in high-demand roles
Keep statuses simple & consistent
Run rolling campaigns for nurture; send newsletters monthly
Review analytics weekly and test various test subject lines & content to gauge which ones are more successful
Mix jobs, brand stories, and career tips for best engagement

How Does Talent CRM Compare to Other CRMs?

Unlike traditional CRM systems that rely on manual input and rigid workflows, Talent CRM revolutionizes recruiting by automating key tasks like talent organization, engagement, and campaign management. With Findem's proprietary 3D data, recruiters can hyper-target candidates with precision, enabling more proactive and effective talent engagement.

Advantages

Automated talent organization: No more manual effort to build and populate a talent database. You'll gain instant access to Findem's comprehensive profile database.
Integrated campaign management: Seamlessly manage outreach campaigns without the need to switch between multiple tools.
Expert guidance: Findem's value consultants can provide personalized support to help you craft proactive talent marketing strategies, further elevating the capabilities of TA teams.

FAQ

What is different about Talent CRM compared to the existing CRM, and how is it better?

Simply put, there are many new and improved features in Talent CRM. New and existing customers will still see the same CRM they always have, just enhanced with new features.

What other features in Findem will this change affect and how?

This enhancement shouldn't affect anything outside of the existing CRM.