3) Testing: User acceptance testing is required, especially if introducing any new features i.e. a new private label, or segregation. Ideally, when merging databases, testing will take place in a non-production environment; but is not always essential.
4) Integration and customisation planning: You most likely have integrations, customisations, analytics, and automations, running in and out of Bullhorn. Time should be spent understanding the impact the new data will have on these. Will the new data automatically drop into an automation – and should not? Will you have to review how you segment the database?
5) User training and support: Transitioning to a new ATS/CRM system can be daunting for users, especially during a merger. Encourage buy-in through comprehensive training sessions and ongoing support to help users adapt to the merged environment seamlessly. Empower them with the knowledge and resources they need to navigate the system confidently and leverage its full potential. Consider offering personalized training sessions and accessible support channels to address individual needs effectively. You can also use the opportunity to upskill your existing Bullhorn users.
