Video: ‘Refining Your Business Development Processes’

Top Echelon Customer Success Manager Todd Bossler recently conducted a special Training Tuesday webinar titled, “Refining Your Business Development Processes.”

You may have attended this free webinar on Tuesday, May 7. On the other hand, you may not have been in attendance.

Regardless, we have the recorded version of the webinar, which I am presenting to you now. (The recording is also located in the Top Echelon Help Center.)

If you are not a user of our recruiting software, then check out the video, anyway, to see how the software could benefit your recruiting desk and agency.

We at Top Echelon are continually working to make the resources that we provide to our customers better, and this is yet more proof!

Below is the official description of this training video:

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Todd Bossler

Todd Bossler

The story that we’re hearing from most recruiting agencies so far in 2024 is that business development is a huge priority for firms, even more so than in years past. Keeping the bills paid and your business afloat relies upon a steady stream of new business from both past and new clients.

While Top Echelon’s recruiting software is an applicant tracking system at its core, did you know that many of our clients (and even our own sales team!) uses it as a CRM, as well? Let Top Echelon Customer Success Manager Todd Bossler walk you through the ins and outs of setting up a sales pipeline in the Top Echelon ATS. In this FREE webinar video, Todd covers:

  • Setting up a Hotlist to be the hub of your sales activities
  • Quickly gathering and importing potential client data
  • A typical workflow for managing your prospects
  • Utilizing automations to remove manual sales tasks
  • And much more!

Get ready to drum up more business and allow us to help you do it! Watch this training video and start “Refining Your Business Development Processes”!

Watch this Top Echelon ATS training video!

Remember to check The Pinnacle Newsletter Blog every week for more updates regarding Top Echelon software improvements and upgrades.

If you have any questions about how you can maximize your Top Echelon split network membership, please contact Director of Network Operations Drea Codispoti, CPC/CERS.

You can do so by calling 330.595.1742 or by sending an email to drea@topechelon.com.

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