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Arthur Marshall customer case

"Reporting has become much much more accurate"

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"Reporting has become much much more accurate. Our morning meetings were always a crapshoot, only having the word of your sales persons to go on. Now, we have data to see if things are going to close or not."

Kevin Simpson

VP Partner Success at Arthur Marshall.

Since 2002, Arthur Marshall and their associates have served as the conduit for thousands of successful employment relationships between hospitals, physician practices, and clinics across the country.

Rebrand and start to differentiate themselves from the rest of the industry

For the past few decades, business has been conducted the same way in the staffing industry. You smile and dial, schedule appointments, shake hands in person, and email or fax contracts to one another. However, when a global pandemic strikes, companies are forced to adapt, and that was the case for Arthur Marshall. Instead of letting the pandemic stir them into disarray, they used the time to explore innovative solutions.

The goal was to rebrand and start differentiating themselves from the rest of the industry. Instead of simply saying they did business differently, they wanted to put their words to action and create a unique experience for their clients. At the time, they were partnered with a web development agency who suggested they start looking into eSigning and proposal platforms. After a meeting or two with some competitors, they finally came across GetAccept.

From the first phone call with our sales team, Arthur Marshall knew they had found a unique solution with an energized team supporting it. After a great first call, demo, and meeting pricing expectations, they decided to join the GetAccept family!

Easy integration with Bullhorn and Zapier

The handoff was seamless from their account executive to their customer success manager, so they began planning their onboarding right away. They needed a solution that would integrate with Bullhorn, their applicant tracking system (ATS), could support eSigning, and had ways for them to stand out, such as with chat and video capabilities.

With the help of their customer success manager, the account was set up with templates, the proper settings to support their workflows, and a simple Zapier connection between Bullhorn and GetAccept to push contract information back into their ATS. They then scheduled and ran their admin and user training sessions to get everyone comfortable using GetAccept and understanding it’s advantages. The goal was to make sure that everyone used the features to make sure they get the most value out of the solution.

Efficient adoption curve throughout the rollout

Just with any software, there is always an adoption curve throughout the rollout. Most users started taking advantage of the video, chat, and tracking features right away, while one or two users needed some time to warm up to the new workflow. After a short month had passed, all the users were comfortable using GetAccept and utilizing its engagement features.

Managers loved it because they had better insight on their business

Thanks to the document tracking, the team was able to tell if clients were interested or not in moving forward. This has helped managers better forecast their closing sales by over ten percent, making their monthly reporting much more accurate. Overall, Arthur Marshall is now able to make better business decisions because of this transparency with tracking, can differentiate themselves from their competitors with a more personal sales experience, and have become more efficient by innovating their sales processes.

The sales team loved it because they were able to stand behind their claim of being more personable than competitors by sending agreements with introduction videos and being available anytime for questions or concerns using the embedded live-chat.

"Reporting has become much much more accurate, our morning meetings were a crap shoot, trusting the word of your sales persons - now, we have data to see if things are going to close or not." - Kevin Simpson, VP Partner Success at Arthur Marshall.

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Quick facts

Who: Kevin Simpson, VP Partner Success at Arthur Marshall

Industry: Recruiting and staffing

Favorite functions

  • Better read their business, giving them the ability to see what clients are really thinking - have assets been opened, reviewed, shared?
  • The documentation gets back into Bullhorn by using Zapier, which it never used to be able to do
  • Been able to be much more personal and engaging with clients

Would you like to know more? We are ready to help you!

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What’s the top 3 things you would say GetAccept has helped you with?

1. Better read their business, giving them the ability to see what clients are really thinking - have assets been opened, reviewed, shared?

2. The documentation gets back into Bullhorn by using Zapier, which it never used to be able to do.

3. Been able to be much more personal and engaging with clients.

Kevin Simpson

VP Partner Success
www.arthurmarshall.com