New to Vinny
What is New to Vinny?
New to Vinny? Welcome to your new CRM. Let's get you started with a 4 day Vinny Academy to equip you with all the tools you need to build your competence & confidence with Vincere.
If you’re not new and in need of a Vinny refresher - this one is for you too!
One price for all of your users
Each session runs at 10am UK time for EMEA customers, 1pm Sydney for ANZ/APAC
Level 2 - Agent
BD & Market Training - Every Tuesday
This session introduces you to Vincere and the various ways to navigate around the system. You’ll also learn how to create Contacts & Companies alongside BD activities.
What you’ll learn
Intro to Vincere - Sidebar & User Settings
Adding Companies and Contacts
Creating Distribution Lists
Logging BD Calls
Sending BD Emails
CRM Pipeline
Adding Job Leads
Level 3 - Field agent
Job Qualification - Every Wednesday
Level 3 gives you the tools to add Job Leads & Jobs to Vincere whilst demonstrating how to send TOB and other key docs to your client.
What you’ll learn
Conversion of Job Leads
Adding Jobs
Posting Jobs
Comments & Tasks (Jobs)
Sending TOB’s
Level 4 - Special Agent
Pipeline Building and Sourcing - Every Thursday
In this session you’ll switch your focus from the CRM to the ATS where you’ll learn how to add Candidates, create Talent Pools and identify the various ways to search your database.
What you’ll learn
Adding Candidates (inc Velocity)
Creating Talent Pools
Comments tasks, meetings - qualification call, debriefs
Searching for candidates (Quick Search/Advanced Search)
Level 5 - 00 Agent
Job Control - Every Friday
In this session you’ll learn how to shortlist candidates, strategically send Candidates via the LiveList, arrange interviews & finish up with making a placement.
What you’ll learn
ATS Pipeline Overview
Shortlisting
LiveList™ (Sending)
Floating
Interview Rounds
Offers
Placements
Group Quiz
Sounds good?