Executive Search & Talent Advisory
Giving a 30-year search firm one view across every active search
The Rosenstein Group places GTM leadership for VC- and PE-backed tech companies. We built a Zoho CRM that gives partners visibility across every recruiter's pipeline.
The Challenge
Where The Rosenstein Group Was Stuck
The operational friction that was costing time, data accuracy, and growth before Zoho.
Candidate pipelines lived in individual inboxes
Each recruiter ran concurrent searches out of their own inbox and spreadsheets, leaving partners with no cross-search visibility into overall pipeline health.
Long sales cycles with no structured stage tracking
Relationship-driven VC and PE sales cycles could run for months with no consistent way to see where a prospective client relationship actually stood.
Placement outcomes tracked after the fact, by hand
Retention and promotion outcomes — the firm's strongest selling point — were compiled manually well after placement, disconnected from the original search record.
The Approach
How We Got Them There
Our standard discovery-to-launch methodology, applied to The Rosenstein Group's specific workflow.
Search Process Discovery
Mapped how recruiters run concurrent searches and how partners track client relationships over multi-month cycles.
CRM Pipeline Configuration
Built a Zoho CRM structure with a search-pipeline object and a separate relationship-stage pipeline for business development.
Outcome Tracking Automation
Linked placement records to post-placement check-ins so retention and promotion outcomes feed back automatically.
Partner Rollout & Reporting
Rolled out firm-wide and built partner-level Zoho Analytics dashboards for live pipeline visibility.
The Solution
What We Built
Every search and every client relationship now lives in Zoho CRM, with placement outcomes flowing back into the same record instead of a separate spreadsheet months later.
- Cross-search pipeline visibility for every partner
- Dedicated relationship-stage pipeline for long B2B sales cycles
- Automated post-placement retention and promotion tracking
- Zoho Sign for search engagement agreements
- Partner-level Zoho Analytics dashboards
- Shared candidate history across concurrent searches
The Results
The Impact
37%
Faster time-to-shortlist
100%
Of searches visible to all partners
22%
More repeat-client engagements
4
Weeks to full firm-wide rollout
Figures are illustrative estimates based on the engagement scope, not independently audited client financials.
“Our retention numbers are the reason clients come back to us. Now that data lives in the same system as the search itself.”
— The Rosenstein Group Team
Ready to Unlock Your Zoho Potential?
Book a free 30-minute Zoho audit. We'll review your current setup and show you exactly where you're leaving efficiency on the table.
Or email us directly at info@skyfallhq.net
Already using Zoho?
Tag Skyfall Labs as your official Zoho partner and get a free consultation plus a free onboarding session.
Tag Us as Your Zoho PartnerNew to Zoho? Sign up through Skyfall Labs to get started.