This tutorial dedicated to the Deals module will help you create and qualify a business opportunity, estimate turnover and margin, as well as assign a candidate or resource and monitor it.
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Create and Qualify a Deal / Opportunity
A deal / business opportunity is always linked to a CRM contact.
Create the Deal
CRM > Contact card > click the "+" button then select "Deal"
Qualify the Deal
In the General information section, fill in at least:
The deal title
The deal stage
Type: TA, Package, Recruitment, etc.
A description => RFP, email received from the client/lead. The goal is for Boond to centralize all information :)
In the Additional information section, you can provide more details:
Deal source
Projected budget
Estimated turnover
Duration
Start date⠀
Tip
Once your deal is qualified, use the Share feature to send a notification to the relevant people/teams, saving time, improving efficiency, and communicating better across departments.
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Create and Qualify a Positioning
Once the deal is created, it is important to assign a candidate or resource and qualify it to estimate turnover, margin, and profitability.
Create a Positioning
Deals > Deal card > Positioning tab
You can choose between 3 search modes available for your positionings and deliveries:
Assign a candidate or resource directly if you already know their name
Benefit from BoondSuggest filtering
Use the classic search
By clicking on "Create a positioning" a workflow appears and offers you 3 types of searches detailed below:
Directly Assign One or More Profiles
When you click the "+" button for positionings, you can select a candidate or resource directly by typing their name if you know it!
You can choose to notify the deal manager, and/or the candidate or resource manager before clicking assign.
Using BoondSuggest
BoondSuggest helps you save valuable time on consultant filtering and here is how to use it for best results!
Qualify your deal so BoondSuggest can use the criteria.
Click "assign" to start the process.
Choose "Profile suggestions": it already shows the number of candidates and resources found!
Edit keywords and filters as needed. The filter bar uses your default BoondSuggest configuration but you can save new criteria to apply only to this deal.
Navigate easily between Candidates and Resources.
Select the consultants you want and click the "assign" button in the workflow to return to the deal and work on your commercial projection!
Need help configuring your search criteria?
Here is our article fully dedicated to BoondSuggest to help you!
Our Classic Search System
You can also choose to use our classic search by clicking here:
In this case, you will have to start from scratch with the keywords and filters applied to the search.
Note:
You can notify the candidate/resource manager and the deal manager that a positioning has been made.
Qualify a Positioning
To perform advanced qualification of a candidate or resource positioning.
Deals > Deal card > Positionings tab > click the positioning row
Enter the projected project dates. You will see the number of working days for the period on the right of the project dates
Enter the daily sale price
Enter the number of days you plan to sell
If you have assigned a resource, the tool should by default suggest their ADC (Average Daily Cost) to calculate the intervention cost for the period: (Nb Billed Days + Nb Free Days) * ADC. If no ADC appears by default, it means your resource does not have an HR contract (see the "Administrative" tab of the resource card). If you have assigned a candidate, you must manually set their ADC (Average Daily Cost) to calculate the intervention cost for the period: (Nb Billed Days + Nb Free Days) * ADC
By qualifying the positioning, you will be able to view the "Financial summary" of the deal.
Understand the Financial Summary of a Deal
Here is additional help explaining how it works.
Deals > Deal card > Positioning tab
Turnover (ET) = Daily sale price (ET) of the resource x Number of billed days
Costs (ET) = Average Daily Cost (ADC) of the resource x Number of billed days
Margin (ET) = Turnover (ET) – Costs (ET)
Profitability = Margin (ET) / Turnover (ET) x 100
IMPORTANT!
You can choose to correlate/uncorrelate positionings on the deal. This option allows you to indicate which positionings to include or not in the financial summary.
The checkbox below the financial summary of the deal card allows you to replace the estimated turnover of the qualified deal in the "Information" tab with the total turnover of correlated positionings.
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Create a Client Presentation Action
This action allows you to record when the client presentation took place and enter a report.
Deals > Deal card > Positioning tab
Click the icon at the end of the positioning row
Enter the report for your Candidate/Resource presentation made to your lead/client
When the action is saved, a confirmation message appears on the screen to inform you that the report is now visible in the "Actions" tabs of the relevant cards (Candidate/Resource, Deal, and Lead/Client)
Back on the deal card, qualify the stage of your Candidate/Resource positioning => Client Presentation
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Turn Your Deal into a Project
Once your business opportunity becomes concrete, you can turn it into a project and keep all previously qualified elements. To do this, you can follow the tutorial: Turn your deals into projects.