Marmalade Martech

Client Data Tagging Within Your CRM

Turn your CRM into a usable, revenue-generating asset

Most recruitment CRMs contain valuable data, but without a clear structure, that data is difficult to use effectively.

When tagging is inconsistent or missing, consultants rely on memory rather than data. Marketing campaigns become broad and generic - plus reporting does not reflect what is actually happening in the business. 

The challenge

• Consultants rely on individual knowledge rather than shared data

• Segmentation is inconsistent across the business

• Campaigns lack relevance and targeting

• Pipeline visibility is limited

What we deliver

We implement a clear, recruitment-specific tagging framework that reflects how your business actually sells.

This includes structured tagging logic across:

• Sector

• Role type

• Geography

• Seniority

• Hiring intent

• Engagement level

We also introduce:

• Clear, simple tagging rules that consultants will follow

• Automation, where it adds value

• Alignment between your CRM and marketing platforms

The outcome

• More relevant and targeted outreach

• Stronger lead generation

• Faster and more accurate shortlists

• Clearer and more reliable reporting

• Greater confidence in your CRM data

This creates the foundation for more predictable and scalable client growth.

Candidate Matching Within CRM

Improve shortlist quality while keeping recruiters in control

Recruiters often spend significant time manually searching their database, even when suitable candidates already exist within the system.

At the same time, introducing automation without structure can reduce trust and consistency.

Our approach combines structured data, clear matching logic and AI-assisted workflows, while ensuring recruiters remain fully in control of the final output.

The challenge

• Manual searching wastes valuable time

• Shortlisting standards vary across consultants

• Candidate data is inconsistent

• Knowledge sits with individuals rather than the business

What we deliver

• Structured candidate tagging and skills mapping

• Clear matching rules aligned to your specialism

• AI-assisted shortlist generation where appropriate

• Transparent criteria that recruiters can understand and trust

• Integration with your existing CRM and ATS

The outcome

• Reduced time to fill roles

• Faster and more consistent shortlists

• Improved candidate experience

• Greater consistency across teams

• More time for relationship building

This ensures technology supports recruiter expertise, rather than replacing it.

Candidate Sourcing Strategy

Build a structured, scalable sourcing approach

In many recruitment businesses, sourcing is still reactive and heavily manual. Consultants rely on a small number of platforms and repeat the same process for every role.

This limits scale, consistency and efficiency.

We help you design a sourcing strategy that is structured, repeatable and supported by the right systems.

The challenge

• Time is lost to manual searching

• Over-reliance on a single platform (e.g. LinkedIn)

• Tools and data are disconnected

• Outreach inconsistent

• Sourcing costs continue to rise

What we deliver

• Automated sourcing workflows across:

  • LinkedIn

  • Job boards

  • Talent platforms

• Structured data capture directly into your CRM

• Clear tagging and segmentation from the first interaction

• Brand-aligned outreach frameworks

• Compliance-conscious processes

• Defined sourcing KPIs for sourcing performance

The outcome

• Increased and more consistent candidate flow

• Lower cost per placement

• Reduced manual effort

• Higher quality engagement

• More time spent building relationships

We turn sourcing into a system that supports growth, rather than a process that relies on individual effort.