Sales recruitment management Smarter business growth

We understand how difficult it is for you to find the right employees. With the Sales Recruiting Management solution from BSI, you can identify the right candidates, activate them, and fill them with enthusiasm about an agent career. It is a powerful tool for you to purposefully grow your business, ensuring that no agent talent will elude you.

Identify Finding the right talent

We know that it is not easy to find qualified young talent. Have you ever considered that the right candidates might be among your customers? With BSI, you can readily identify them in your customer base and make an automated inquiry about their interest in a part-time job. Moreover, with BSI, you can quite easily even contact talent on other channels such as social media.

Activate Informing and inspiring talent

With BSI, you can make contact with selected candidates to gauge their general interest. With just a few clicks, you can invite them to the appropriate informational event or your young talent event. You can also create personalized landing pages with a form containing information about these events in no time. Registrations are managed in BSI as well.

Follow up Winning them over and getting recommendations

After the recruiting event, you send individualized follow-up e-mails to the interested parties: Are they still interested? You enter the feedback you receive and provide information on the next steps. Did a candidate express an interest but exited the recruiting process? The BSI solution will remind her of your company regularly and automatically. Using the integrated recommendation functionality, candidates can also recommend other prospects.

Get started Assigning suitable leads

Now, you can get started: Your new agents, part-time or full-time, receive training and then their first leads to work on. BSI lets you automatically assign the right contacts to them. You might start activating unattended customers, unlocking cross- and upselling opportunities.

Optimize Optimizing the recruiting process

BSI will show you which candidates have the greatest likelihood of success, based on previous recruiting processes. You can measure whether your informational event was successful or not, and which presenters achieve the best recruitment results. BSI will assist you with impact control and will identify areas of potential improvement.

A new generation of agents

A change is underway in the industry: Initiatives such as the Jungmakler Award (Young Broker Award) at the DKM expo and our customer HDI’s digital MaklerSchmiede (Broker Maker) show what is driving the brokerage market today and what the hottest agent trends are. They are intended to develop top talent and make the broker or agent career more attractive. So, what do you do to attract top talent to your business?

Smart agency automation

BSI ensures that your new employees can go straight to work. You can ask them to work with unattended customers and automatically assign the appropriate contacts to them using a rule-based approach.

More than business growth

Not only does BSI assist you with recruiting new talent, but it also helps you to:

  • Transform previously manual processes into lean, automated, and personalized customer journeys, saving you valuable time
  • Professionalize your lead management – through the automated transfer of contacts to your employees
  • Actively take advantage of cross-selling and upselling opportunities – thanks to the transfer of next best actions and next best products
  • Refine your sales controlling – what does your recruitment funnel look like? Where in the business expansion process does the candidate belong?
  • Learn from AI to benefit your recruiting process – what is the hiring probability? How well does the person fit in? Which sales manager has the best success with which candidate group?

Related Capabilities


BSI knows your business

Whether sales, marketing or service: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.


Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.


BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.


BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.


BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

Have we sparked your interest?

Let us show you how BSI can help you.

Oliver Hechler, Creator of Customer Delight

+49 (89) 18917 09 12

BSI for your industry

Banking, insurance, retail are three core industries; three strong communities with “Be Involved” processes. And with BSI, a guarantee of more than just three advantages. We speak your language.


BSI is perfectly geared to the regulatory requirements of the banking market, and helps you digitize your customer relationship.


You can not only design the internal processes of your highly complex sales structures to be more efficient, but also enhance the customer experience.


BSI supports you with seamless processes along the customer journey – from the cash register to the contact center.