Why Data Structure is The New Competitive Advantage

CRMs Provide The Foundation For a Holistic View of Talent

Generic CRM (Salesforce)	ATS (Greenhouse)	Executive Talent CRM (Thrive TRM)
Contact + Relationship	Candidate + Stage + GDPR	Contact + Relationship +Candidate + Stage + GDPR + Compensation + Business Development
Contact Information Relationship Owner Relationship History Activity	Contact Information Source Stage Activity GDPR	Contact Information Company Information Relationship Owner Relationship History Connections Source Stage Activity GDPR Compensation Business Development

Understand The Two Types of CRM Data

Structured Data

Type	Pre-Defined Fields	Examples
Contact	Contact Information	First and Last Name Email Phone Number
	Experience	Job Title Start Date Company Name
	Contact Tags	Acquisitions >1B Software Development 100-250M Board Member
Candidate	Candidate Tags	High Interest In Multiple Searches References Checked Top 3
	Assessment Rating	5 stars
	Compensation	Desired Salary
Search	Search Stages	Identified Outreach Interview Offer
	Total Candidates	120
	Open and End Dates	March 31, 2024
Company	Company Name	Amazon
	Location	London, UK
	Company Tags	50-100 Employees$250M Revenue
	Industry	FinTech, Healthcare
	Sector	Software, E-Commerce

Unstructured Data

Type	Example
Outreach	Emails InMails
Notes	Interviews Assessments
Documents	Resumes Work Samples

Gain an AI Edge By Structuring Your CRM Data

Strategies to employ within your existing CRM

1. Add Tags

• Contact tags might include specific skills, certifications, off limits status, or M&A events
• Candidate tags could relate to experience, assessments, tenure, or salary
• Company tags could look like industry, stage, revenue, employee count, or location

2. Use the same definitions

3. Standardize fields using dropdown menus 

4. Require mandatory fields for data consistency

Need help structuring your data? Talk with our team about new automations available today.

Use Cases for AI in Executive Talent 

1. Find me CMOs in San Francisco with at least 10 years of experience in SaaS companies, strong expertise in customer acquisition and retention, and who have led teams of 15 or more people
2. What is the predicted time-to-fill for open CFO roles in the FinTech industry based on our past performance?
3. Show me a dashboard of our referral outcomes by industry for the last quarter
4. What compensation benchmarks apply to the open CIO role based in Austin, TX? 
5. Using the attached criteria, how effective was the executive performance for placed candidate at RevolutionAI over the past three years?
6. What is the likelihood that this candidate is open to new opportunities?
7. What are the top 5 most in-demand skills for VP of Sales roles in the technology sector in the past year, based on our open and filled positions?
   

Conclusion