How Crelate delivers an all-in-one hiring and sales experience with Dropbox Sign
人材採用 CRM と応募者追跡のオールインワン システムを提供する Crelate は、急激に変化する現代の人材需要に対応できるよう人材派遣会社や人材紹介会社を支援しています。
Dropbox Forms 製品のサポートは終了しました
人材採用の分野で高まるデジタルへの新たな期待
人材採用の世界は急速に変化しており、複雑化が進む一方です。その背景には、企業と顧客が、テレワークやハイブリッド ワークに対応した柔軟性の高い方法で仕事をすることを求めるようになっているという事情があります。採用プロセスの中でも、メールでのやり取り、オンラインでの試験、ビデオ インタビューといった工程とは異なり、紙とペンを使うアナログなプロセスは時間がかかり、採用手続き全体を遅らせる原因となります。
Crelate は、より優れた署名プロセスを求める市場の需要を捉えました。デジタル記録を維持するために、ドキュメントをダウンロードして署名し、再びシステムにアップロードするという従来の方法は、もはや役に立たないと考えたのです。この業界では、さらにデジタル化を進めた、すばやく直感的に署名できるシンプルな方法が必要とされていました。
To realize its vision of being an all-in-one platform for recruiters, Crelate deployed a signing experience across its recruitment and sales software that would meet the new digital expectations of hiring managers, recruiters, and candidates. And to help make it happen, they turned to Dropbox Sign's eSignature API.
“HelloSign [now Dropbox Sign] is a huge value add. The last three weeks I’ve been on demos almost every single day with customers and I can't tell you how much hype there’s been. Customers are literally saying things like,‘wow, this integration is seamless, I cannot wait to add this type of onboarding and eSignature to our recruiting process.’”
シンプルでユーザー フレンドリーな署名機能
Integrating the Dropbox Sign eSignature API directly into Crelate’s hiring and sales workflows means users can easily send and sign important hiring documents without leaving the platform. “Even if customers haven't used HelloSign [now Dropbox Sign] before, they can use Crelate and in a couple of clicks start sending out contracts for signature,” says Matt Peebles, Crelate’s Senior Software Engineer.
What’s more, Crelate’s Dropbox Sign integration delivers a new set of new signing features to its all-in-one platform: creating reusable templates, sending documents to multiple people with one click, and tracking documents with real-time visibility.
But some of Crelate’s customers already had independent Dropbox Sign accounts with their own workflows and templates set up. Wanting to accommodate these preferences too and true to its promise of flexible software, Crelate added an additional feature that lets customers bring their existing Dropbox Sign accounts — including all of their workflows and templates — to Crelate’s platform.
And even with two integrations, the process was a breeze. “The primary reasons we chose HelloSign [now Dropbox Sign] were the level of intuitive, integrated functionality it brought our customers and the ease with which we could integrate. We were able to have a proof of concept and actually send an eSignature from our app in about a half-day. And then with the developer dashboard, I was able to see that requests were made and ensure what I was expecting to be there was there so that I could rapidly iterate," says Matt.
新しいデジタル世界のための新しい署名ワークフロー
Crelate, together with the Dropbox Sign API, quickly innovated to build a digital signing workflow that accelerated the recruitment process and meet the expectations of a new digitally native workforce. And they did it all — from ideation to execution to completion — in under 4 months.
スムーズで中断のない署名
By embedding Dropbox Sign eSignatures into its recruitment platform, Crelate delivers a totally integrated, fast, and simple signing experience for recruiters, hiring managers, and candidates.
包括的なドキュメント ワークフロー管理
With Dropbox Sign, Crelate’s customers have a whole new set of signing tools at their disposal that make hiring and onboarding fast. Reusable templates make document preparation a breeze, single-click mass signature requests get documents out quicker, and real-time visibility throughout means recruiters get updates, reminders, and notifications on the status of every document.
Crelate の次のステップ
顧客中心のアプローチを採用する Crelate は、作業量が多く手間のかかる人材採用業務にフォーカスし、効率的なワークフロー、使いやすさ、柔軟な統合オプションを提供することで、すでに顧客から高い評価を得ています。Crelate は、営業と採用に関連するドキュメントの署名をすべてプラットフォーム内で完結することで、採用チームが大規模に求人応募者を集めて雇用できるよう支援し、あらゆる人材ビジネスのデジタル アクセラレーションをサポートするための体制を一層盤石なものにしています。
Crelate のような成果を上げるには
Integrating Dropbox Sign's eSignature API is the simplest way to add seamless, custom-branded signing experiences to your business’ workflows. Voted #1 for Ease of Use from G2, two years in a row, our eSignature solution makes your most important workflows faster, easier, and more secure.
Talk to a Dropbox Sign API expert today to build a plan that’s tailored to your needs.
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