Strengthen your commercial process with the new OTYS Sales Module

Would you like to achieve more structure, insight, and results from your sales process? Our new sales module has been specially developed for OTYS customers who want to manage their commercial processes professionally — fully integrated into OTYS Go!

What can you do with it?

  • Manage leads and customers from a single, clear dashboard
  • Set up sales pipelines and follow up on opportunities effectively
  • Generate forecasts for guidance and insight
  • Collaborate with your team on sales processes
  • Direct link to job vacancies, placements, and existing customer files

What are the benefits?

  • Greater control over the commercial process
  • Better follow-up, fewer missed opportunities
  • Increased sales opportunities and smarter management
  • Fewer separate tools, everything in one place

How do we tackle this?

  • In preparation for the first session, an OTYS consultant will activate and configure the module according to our Best Practice
  • We will schedule a joint (online) session to explain how you can use the sales module and make configuration changes based on your process
  • You will work with it for a while and gather your findings
  • We will put on the finishing touches together in a second online session so that you can then start using it operationally

The sales module is included in your current OTYS license. We offer a fixed price of €999 for the one-time configuration.

Order data always at your fingertips, clear and easy to manage

Does your organization still work with Excel sheets, for example, for keeping track of placed candidates? Is there no overview within OTYS Go! of which candidates start or finish an assignment and when?

With the Placement Module of OTYS Go! you always have all the important data of your assignments within reach. From start and end dates to the agreed rates, everything is easy to record and manage. The user-friendly widgets on the dashboard ensure that you always have a complete overview: from the expiration of placements to the start of new assignments.

Thanks to these smart features, recruiters can respond faster to changes, act proactively and closely monitor the progress of placements. This way you always stay informed and can work even more efficiently!

What are the benefits?

How do we handle this?

PS. A Staffing license is required to activate the Placement Module. Should it become apparent after applications that the required license has not yet been purchased, a Customer Success Manager will be contacted to discuss this further.

An optimization process is a blend of training and seeing immediate results. Collaborating with a consultant, you'll address one or more topics, such as Statuses and Match Criteria. You'll gain a better understanding of the possibilities within OTYS and work together on a new configuration.

Optimization: Basic Configuration

Is your organization not using Statuses and Match Criteria in the system because they are outdated or no longer relevant? This may result in less guidance and the desired effect, such as overview, not being achieved. Statuses might lead to confusion rather than contributing. Do you recognize this issue?

Statuses and Match Criteria form the foundation of your OTYS Go! system. Based on this data, you can create overviews, set up workflows, and generate reports, among other things. This basic configuration ensures that your organization works as efficiently and effectively as possible within OTYS.

What will this provide for you?

  • Statuses that align (again) with your current processes from the modules: Candidates, CRM, Job Vacancies, and Procedures. This allows you to make optimal use of reports, dashboards, and workflows.
  • Match Criteria that align (again) with your current processes, enabling you to use functionalities like Hunt & Select, among others.

The step-by-step plan for an optimized basic configuration:

Step 1: We'll schedule a joint meeting to assess the current situation. What challenges are you facing? How are the statuses currently configured? What are your preferences?

Step 2: The Consultant will create an overview of your current configuration. You can then specify what needs to be changed and what you want to retain.

Step 3: Subsequently, we'll provide you with some 'homework' and topics for consideration. This is to ensure that the configuration aligns as closely as possible with your preferences.

Step 4: In the second session, we'll come together again to implement the desired changes and thoroughly review everything.

Step 5: Finally, the Consultant will document the session, providing a summary and relevant documentation, allowing you to review it at your convenience.

An optimization process is a combination of training and immediate results. Working with a consultant, you address one or more topics, such as workflow automation. You'll learn more about the possibilities within OTYS and collaborate on a new configuration.

Email Automation with Templates and Workflows

In the Workflow Module, you can automate actions in OTYS. Using Procedure Steps, we can set up workflows to make the system work for you. You can significantly speed up the process by sending automated emails based on these statuses.

The system contains a lot of data. A procedure involves a Candidate, Job Vacancy, and Relation/Contact person. When automated emails are linked, we can load data into these emails, such as the candidate's name, job title, and the company's name. This saves manual data entry.

What does this provide you with?

  • Multiple workflows that automatically generate emails. For example, to invite a candidate for an interview, submit them to the client, or reject a candidate after an application.
  • A prerequisite for setting up reports is that the procedure statuses are up to date and in use.

How do we approach this?

Step 1: We schedule a joint call to assess the current situation. What challenges are you facing? How are the workflows currently configured? What are your preferences?

Step 2: Subsequently, participants will be given 'homework' and food for thought. The 'homework' will be provided to the consultant. The consultant will set up the workflows for the second session.

Step 3: In the second session, we come together to review the new setup and make any final adjustments.

Step 4: Finally, the consultant will document the session, providing a summary and relevant documentation.

User Roles with ABAC

To assist clients in managing their users, OTYS has developed 'ABAC' (Attribute Based Access Control). This system allows clients to determine user rights based on organizational components, such as location, department, or role. A new user is automatically created with the appropriate rights and preferences. The adjustment of rights can be done per organizational component.

What does this provide you with?

  • Through ABAC, you save a lot of time when creating a user.
  • User management in one central place (OTYS or Azure).

How do we approach this?

Step 1: We start with a session to discuss the possibilities related to ABAC. In this first session, a setup of the ABAC configuration will be created, so that a beginning is made with the "homework."

Step 2: Subsequently, participants continue independently to define the ABAC roles. We assume a maximum of 3 roles.

Step 3: A new session with the consultant is scheduled to collectively review the defined ABAC roles. This prevents misunderstandings and allows for any final adjustments based on the consultant's advice.

Step 4: The consultant independently configures the roles in the client's OTYS Go! environment.

Step 5: Finally, there is a handover from the consultant to the participant(s) so that they know how to manage the ABAC configuration themselves. There is also room for a Q&A session. This session will be scheduled around the go-live date.

An optimization process is a mix of training and seeing immediate results. Working with a consultant, you address one or more topics, such as Reports. You'll learn more about the capabilities within OTYS and collaborate on a new setup.

Optimizing Reports

With everything you do within OTYS, you input the system with information. Create reports based on events in OTYS. How often are calls made? How many candidates are going for interviews? How many new job vacancies were added last month?

The best reports based on events in OTYS, both for your personal use and on an organizational level. You want that too, right?

What will this benefit you?

  • An configured Reporting module that aligns with your process and discussing which data is relevant for your organization.
  • In addition to the Reporting Module, we'll also discuss whether export profiles can be of added value.
  • A configured dashboard displaying the reports.
  • One requirement for setting up reports is that the procedure statuses are up to date and in use.

List and Detail Views and Interactive Forms

Do you still primarily use standard views within OTYS? It's possible to set up your own views so that relevant information is immediately visible at a glance.

If desired, new fields can be added and unnecessary fields removed. This way, you create a view that is fully customized for your organization. You want that too, right?

What does this provide you with?

  • List and detail views that align with your process, making relevant information instantly accessible and unnecessary information out of view.
  • Digitized forms for recording reports, automatically filled in with information from the database and saved in the record.
  • Configured custom extra fields for candidates, job vacancies, or relationships, eliminating the need for separate Excel lists or scribbled notes.

How do we approach this?

Step 1: We schedule a joint call to assess the current situation. What challenges are you facing? How are the statuses currently configured? What are your preferences?

Step 2: We then provide you with some 'homework' and food for thought. The consultant will independently set up the desired forms and have them ready for discussion in the next session.

Step 3: In the second session, we come together again to make the desired changes to the views and finalize the forms. We assume a maximum of 4 configured forms.

Step 4: Finally, the consultant will document the session, providing a summary and relevant documentation, so you can review it at your convenience.

What needs to be arranged? What should you follow up on for feedback? Are there new vacancies? New applications? With a good dashboard, you’ll have everything visible at a glance and save time.

Together, we will create a clear and efficient dashboard, so you can have full insight and get the most out of your OTYS environment.

What does this bring you?

Well-configured dashboards that provide an up-to-date overview of the tasks you're responsible for. For example, running procedures, active vacancies, and available candidates.

A prerequisite for this insight is that the procedures are up-to-date and used consistently.

How will we approach this?

Step 1: We schedule a joint call to assess the current situation. What are your challenges? How are the dashboards currently set up? What are your wishes?

Step 2: Participants will receive some “homework” and food for thought. The “homework” will be submitted to the Consultant. The Consultant will prepare the dashboards for the second session. We will configure three different dashboards.

Step 3: In the second session, we will review the new dashboards together and finalize the details.

Step 4: Finally, the Consultant will document the session and send a summary and relevant documentation, so you can review it at any time.

Six weeks after optimizing the global filters and dashboard, there will be a follow-up meeting with the Consultant to discuss how the new setup is working for you.