How We Typically Help

• Build Salesforce around real client and candidate workflows 

  • Structuring Salesforce so account management, candidate tracking, submissions, and placements happen inside the platform — not across spreadsheets and disconnected tools. 

• Connect systems, data, and recruiting activity 

  • Making sure recruiters, account managers, and operations teams are working from consistent information across clients, candidates, and job requirements. 

• Turn Salesforce into a system of execution 

  • Embedding workflows, approvals, and process steps directly into Salesforce so candidates move consistently from sourcing through placement. 

Common Situations We Step Into

Staffing and recruiting organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

We work with you to: 

• Define how client management, candidate pipelines, and placements should operate inside Salesforce 

• Design data models for clients, candidates, roles, submissions, and placements 

• Structure workflows across sourcing, submission, interview, and placement 

• Integrate Salesforce with job boards, ATS tools, and operational systems 

• Deliver reporting that connects pipeline, placements, and performance 

2. Recovering and stabilizing existing Salesforce environments 

We work with you to: 

• Understand how client and candidate activity is actually being managed today 

• Identify where workflows break down or are handled manually 

• Reconnect processes so work flows end to end inside Salesforce 

• Clean up data models so reporting reflects real performance 

• Start making steady, visible improvements 

3. Expanding Salesforce as a platform 

We work with you to: 

• Extend Salesforce across client management, candidate pipelines, and placement workflows 

• Introduce structured processes across submissions, approvals, and follow-up 

• Improve reporting across clients, candidates, and placements 

• Replace inconsistent processes with something repeatable across teams 

AI and Automation in Recruiting Workflows

A growing part of our work is applying Salesforce AI and automation to real recruiting processes. 

This includes: 

• Supporting candidate sourcing and engagement workflows 

• Automating communication, follow-up, and coordination 

• Improving visibility across client demand and candidate supply 

• Reducing manual work across recruiters and account managers 

• Keeping candidates and opportunities moving without manual intervention 

The focus is always practical — applying automation where it improves speed, coordination, and placement success. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many staffing and recruiting firms, systems are fragmented across CRM, ATS, and operational tools. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• • Take ownership of Salesforce across client and recruiting workflows 

  • Align it to how relationships, candidates, and placements are managed 

  • Define and manage what gets built and when 

  • Coordinate across systems and teams 

  • Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing placements down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Volume & Performance Pressure

Staffing and recruiting businesses evolve as client demand, candidate pipelines, and placement volume increase. 

We support: 

• Growth in clients, roles, and candidate pipelines 

• Changes in recruiting processes and specialization 

• Standardizing workflows across recruiters and teams 

• Integrating new systems and sourcing tools 

• Improving visibility across pipeline, placements, and performance 

We also support expansion scenarios, including: 

• Aligning operations across offices or practice areas 

• Consolidating systems and data 

• Standardizing how client and candidate workflows are managed 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.