Take2 Consulting is a specialized IT staffing firm that connects top technology talent with enterprise clients across North America. While Bullhorn was already in place, the team faced challenges with low adoption and underutilization—leveraging only a small fraction of its CRM functionality.
Manual sales and recruiting processes slowed productivity and visibility, prompting leadership to consider investing in a costly external CRM to support their next phase of growth.
After partnering with Newbury P.L.U.S., Take2 Consulting quickly realized they could unlock significantly more value from their existing platform. With automation, streamlined workflows, CRM activation, and better prioritization through VMS Sync, Bullhorn evolved into a high-impact, business-driving system across the entire organization.
The Challenge
Despite having Bullhorn in place, Take2 Consulting was not taking full advantage of its capabilities, resulting in missed efficiencies, manual workflows, and consideration of additional technology investments.
- Only 5% of Bullhorn’s CRM functionality was being used
- Sales follow-up and client re-engagement were largely manual
- Leadership was considering a costly external CRM (~$120,000/year for 100 users)
- Lack of visibility into job priority caused delays in recruiter response
- Manual job creation via VMS Sync was adding ~10 minutes per job
This resulted in:
- Inefficient use of internal resources and recruiter time
- Missed opportunities due to delayed follow-ups and slow submittals
- Increased operational costs tied to manual tasks and duplicate technology considerations
- Difficulty prioritizing high-value jobs, slowing speed-to-fill and impacting performance visibility
Our Approach
Newbury P.L.U.S. deployed a targeted optimization strategy to unlock Bullhorn’s built-in capabilities and increase return on technology investment:
✅ CRM Enablement + Automation
- Configured Bullhorn’s sales tracking, lead management, and follow-up tools
- Implemented automations for re-engagement, activity alerts, and task reminders
- Eliminated the need for a new CRM—saving substantial overhead
✅ VMS Sync Enablement and Optimization
- Automated creation of VMS jobs, reducing recruiter burden
- 274 jobs automated YTD, saving ~46 recruiter hours
- Introduced “Job Grade Score” logic to prioritize and route jobs based on submission potential
✅ Bullhorn Analytics Activation
- Set up actionable dashboards to monitor job activity, performance, and submission velocity
- Improved leadership visibility into operational trends and recruiter productivity
The Outcome
With Newbury Partners’ support, Take2 Consulting has:
- Avoided $120,000/year in unnecessary CRM spend
- Saved 46+ hours through VMS job automation
- Reduced manual workflows by 30%
- Increased recruiter responsiveness and submittal velocity
- Gained real-time visibility into team performance and job pipelines
- Turned Bullhorn into a trusted, central platform for sales and delivery
Looking Ahead
With the right tools now fully in play, Take2 Consulting continues to grow automation and analytics maturity with Newbury Partners’ support. Bullhorn has shifted from a basic system of records to a strategic driver of efficiency, revenue, and long-term scalability.
“We were barely scratching the surface with Bullhorn’s CRM and seriously considering an outside solution. The Newbury P.L.U.S. team helped us unlock what we already had and showed us how to make it work for our business. The time and money we’ve saved—and the efficiency we’ve gained—have made a major difference to our team and how we operate day to day.”
~Nick DeFelice, Take2 Consulting
“We’ve reduced manual tasks by over 30% and significantly improved our speed-to-submittal. Bullhorn went from a passive database to an active engine that drives our business—thanks to Newbury PLUS’s, automation expertise, and strategic guidance.”
~Nick DeFelice, Take2 Consulting
