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Year

2022

Industries

Finance
Education
Accreditation

Deliverables

Custom Deevlopment

Project Overview

A CRM driven, fully customized, candidate directory of accreditation holders.

The Candidate Directory project involved developing a filterable, sortable directory system for candidates who had successfully completed an accreditation process. This system synced directly with HubSpot CRM and automatically pulled information from the client’s custom deal object in hubspot, streamlining the management and tracking of accredited candidates

Opportunity

FMI had a need for an integrated solution to manage and display information about candidates who had completed their accreditation process. The goal was to create a directory that could be easily filtered and sorted, providing real-time updates and seamless integration with HubSpot CRM to ensure efficient management and tracking of candidate data.

Solution

A custom, Wordpress based, candidate directory

We developed a comprehensive Candidate Directory system featuring a filterable and sortable interface that allows users to easily search and organize candidate information. The system is integrated with HubSpot CRM for real-time synchronization, ensuring all candidate data is consistently up-to-date. Customizable fields and templates were implemented to meet the specific requirements of the accreditation process, along with custom scripts and admin tools to manage manual overrides and updates efficiently.