Workday CRM (Customer Relationship Management) offers robust features designed to help organizations manage and optimize their customer interactions and relationships. By integrating customer data with Workday’s powerful analytics and reporting capabilities, Workday CRM provides businesses with valuable insights to enhance customer experiences, improve sales strategies, and streamline workflows.

This article explores the key features and benefits of the Workday CRM platform, highlighting how it can help businesses achieve their customer relationship goals effectively.

Introduction to Workday CRM

Workday CRM is a powerful tool that helps businesses streamline their operations and improve employee experience by providing a single view across HCM and finance and enabling better workforce decisions. By facilitating integrations with Workday’s Applicant Tracking System (ATS), the Workday CRM platform enables businesses to manage their talent acquisition and recruiting processes more efficiently.

Here are a few key features of Workday CRM for business users:

Unified data management

Centralizes customer information, providing a single source of truth for customer data to ensure accuracy and accessibility across teams.

Seamless collaboration

Enhances teamwork by integrating customer data with other Workday applications, enabling efficient communication and coordination across departments.

Analytics and reporting

Offers robust analytics tools to track customer trends, measure engagement, and generate actionable insights for better decision-making.

Customizable workflows

Supports tailored workflows to align with unique business needs, ensuring smooth and efficient customer management processes.

Aligning CRM with Business Needs

The Workday CRM solution helps businesses align their CRM with their critical business needs, enabling them to make smarter finance and operational decisions across business units. It combines customer relationship management (CRM) and human capital management (HCM) functionality in a single interface, empowering businesses to keep their workforce up-to-date on the future of work.

With Workday CRM, businesses can drive innovation, manage costs, and make data-driven decisions. Its customizable workflows and seamless integration with other Workday applications ensure that CRM processes are tailored to support organizational goals and foster strong customer relationships.

Talent Acquisition and Recruiting

Workday CRM provides a talent acquisition suite that helps companies adapt to changing business needs by enabling organizations to track candidate interactions, nurture talent pipelines, and personalize outreach efforts throughout the application process. Its integration with Workday Recruiting ensures a seamless flow of data, enhancing efficiency and improving the candidate experience.

Built-in talent acquisition and recruiting features enable recruiters to work strategically with hiring managers, reducing back-and-forth and providing a standardized starting point for each role. Workday’s integrated CRM and talent management capabilities also empower businesses to auto-populate searches and enhance AI-powered candidate suggestions with predefined skills.

With Workday CRM, businesses can manage the full talent acquisition lifecycle, from recruiting to engagement and Workday Skills Cloud. It provides a seamless recruiter and candidate experience and facilitates better hiring team collaboration and high-volume efficiency, enabling companies to hire the best-fit talent for vacant positions.

Candidate Engagement and Experience

Workday CRM provides a personalized candidate experience through automated campaigns, tailored landing pages, and real-time analytics. The platform enables businesses to connect candidates to relevant job opportunities, using artificial intelligence and machine learning capabilities to identify and analyze skills from candidates’ resumes.

By leveraging the Workday CRM platform, companies can provide a standardized starting point for each role, empowering their recruiters to work strategically with hiring managers to fill critical positions.

Benefits Beyond the Employee Experience

Workday CRM provides benefits beyond the employee experience, enabling businesses to drive success together with humans and AI. It enables the intersection of employee and customer experience, facilitating better collaboration in areas like capacity planning, scheduling, talent, and performance management.

With Workday CRM, businesses can increase the scope of success beyond CRM-related activities and deliver actionable insights that enhance client relationships and business outcomes. Integrated customer and workforce data sources support seamless collaboration across teams, aligning customer engagement strategies with broader organizational goals.

Get Started with Workday Experts

From assessing your current Workday setup and identifying key areas for improvement to navigating complex integrations across Workday and non-Workday systems and streamlining data management and exchange operations, Surety Systems is here to help.

Our senior-level Workday consultants have the knowledge, skills, and experience to handle your critical project needs and ensure your internal teams are prepared for long-term innovation and growth.

Contact Us

For more information about our Workday consulting services or to get started on a project with our team of expert consultants, contact us today.