How to source and shortlist {role_name}

Where can you find qualified {role_name}?

  • Professional Networks:
    • LinkedIn
    • Xing
  • Educational Institutions:
    • Business schools and MBA programs alumni networks
    • University alumni associations
    • Company Career Pages:
    • Ensure your company's career page clearly advertises open roles.
  • Role-Specific Job Boards:
    • SalesJobs.com
    • SalesHeads
  • Geography-Specific Job Boards:
    • US: Indeed, Glassdoor
    • India: Naukri, Shine
    • UAE & KSA: Bayt, GulfTalent
    • Remote Positions: Remote.co, We Work Remotely

What are the best practices for headhunting {role_name}?

  • Clearly define your ideal candidate profile with specific skills and experiences.
  • Utilize targeted keyword searches on professional networks like LinkedIn.
  • Leverage referrals and professional connections.
  • Approach candidates with personalized messages highlighting role alignment.

"Find Talent Quickly" – Leverage Headhunting and Referrals

How to shortlist candidates?

Once you have started to get applications from applicants, a thorough screening process and shortlisting of prospects will help you make the most of your time spent with the most qualified ones. 

Automated shortlisting tools :

Automated screening quickly filters out unqualified candidates, saving time for manual review. This allows the manual process to focus on the most promising candidates, ensuring the best ones are considered for further evaluation.

Screening questions to auto-shortlist based on predefined criteria

like qualifications, location, experience, and skills. Either use job board or use an ATS such as whitecarrot. Here are some questions for {role_name}

  • How many years of experience do you have in Sales Management?
    • Auto-reject if less than 5 years.
  • Do you have experience using CRM software (Salesforce, HubSpot)?
    • Auto-reject if "No.”
  • Are you based in [specified location] or willing to relocate or work remotely?
    • Auto-reject if "No."

Skill based question to auto shortlist candidate

Analyze the skill test data to automatically shortlist top-performing applicants. (recommended screening test time - 15 minutes). Here are some skill test questions for {role_name}

Sales Management

Ability to oversee sales operations and teams effectively.

  • Which key metric best indicates sales team performance?
    • A) Team satisfaction
    • B) Sales revenue (Correct Answer)
    • C) Customer complaints
    • D) Number of meetings held
  • What’s a critical activity for managing sales performance?
    • A) Weekly team lunches
    • B) Monthly performance reviews (Correct Answer)
    • C) Frequent team outings
    • D) Irregular reporting
  • Best approach for improving low-performing sales teams?
    • A) Ignore and focus on top performers
    • B) Provide targeted coaching (Correct Answer)
    • C) Increase workload
    • D) Immediate termination

CRM Software

Proficiency in using CRM tools to track and enhance customer relationships.

  • Which software is commonly used for customer relationship management?
    • A) Google Docs
    • B) Salesforce (Correct Answer)
    • C) Adobe Photoshop
    • D) Slack
  • What data is crucial in CRM to improve customer relations?
    • A) Customer preferences and history (Correct Answer)
    • B) Employee attendance
    • C) Company budgets
    • D) Internal memos
  • Primary advantage of using CRM software?
    • A) Increased paperwork
    • B) Better customer insights (Correct Answer)
    • C) Slower responses
    • D) Increased manual processes

Team Leadership

Ability to guide and motivate a team to achieve business objectives.

  • Essential skill for effective team leadership?
    • A) Delegation (Correct Answer)
    • B) Micromanagement
    • C) Ignoring conflicts
    • D) Avoiding feedback
  • What improves team productivity significantly?
    • A) Regular training sessions (Correct Answer)
    • B) Reducing communication
    • C) Minimizing team meetings
    • D) Focusing solely on results without guidance
  • Best way to address team conflicts?
    • A) Ignore them
    • B) Direct confrontation
    • C) Open communication and mediation (Correct Answer)
    • D) Reassign team immediately

Note - Auto reject candidates if scores less than 70% in this section

One way video interview

Recruitment Bullet

Use tools like hirevue, whitecarrot.io to ask candidates pre-recorded questions about their experience and skills.

Recruitment Bullet

Use sample question given in scorecard.

Collect other information 

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Collect data from shortlisted candidates, such as salary expectations and visa status.

"Shortlist in Seconds" – Use our CV scoring feature to get top candidate recommendation

Manual candidate profile shortlisting:

Recruitment Bullet

Thoroughly review the CVs of the top scoring candidates from the automated process

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Look for evidence of the required skills, experience, and achievements

Recruitment Bullet

Review the candidate’s portfolio or GitHub repositories to see examples of their work.

Schedule recruiter calls with the candidate

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Use a tool like calendly or whitecarrot to allow candidates to self-schedule calls based on your availability

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Confirm the call details (date, time, dial-in info) with the candidate via email

What questions to ask in the recruiter phone screen?

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 Use scorecard for rating candidates for recruiter

Recruitment Bullet

Sample scorecard : 

Criteria Sample Question Rating (1-5)
Communication Skills Clearly explain a time you resolved a conflict?
Leadership Ability Describe a successful sales strategy you led.
CRM Proficiency Explain how you've leveraged CRM tools.
Problem-Solving Skills Provide an example of overcoming a sales challenge.
Cultural Fit What company values resonate most with you?
Recruitment Bullet

Check for consistency in responses from the candidates.

Recruitment Bullet

Record such scorecards in an ATS like whitecarrot or use google doc