Staying ahead of the game; how Clarity is embracing AI to enrich their existing contact database.
Clarity is an International Board Advisory and Executive Search firm specialising in the Retail, Consumer Products, Hospitality and Leisure sectors. Known for consistently delivering global talent solutions, they have an unrivalled track record of success (across the UK & internationally) in identifying and attracting senior-level talent for both public and private/PE backed clients, frequently on a cross border basis.
The Challenge:
As many specialist executive search firms find, ensuring that their current tech stack is fully utilised on a daily basis is a hard task to achieve. Client deadlines, candidate management, and the day-to-day requirements of running searches means little time can be spent focusing on knowledge management "best practices.”
Having onboarded onto Ezekia in 2024, their researchers knew that the CRM's features offered a lot more than was being used around the research & import features. This resulted in working outside of their database too often, meaning that they often found themselves repeating research to uncover the same profiles.
Callum Loader, a Senior Associate, was frustrated with these practices and was keen to explore how we could find a solution. “That was our question to Cam - in order to be one of the best players in our market, what can we do now to improve our data quality AND start to utilise the powerful research features within Ezekia?”
The Solution:
Clarity had embraced tools like Perplexity to fast forward some of their daily admin practices. With AI search engines becoming all of the more available, they were eager to understand how (and if) they could incorporate these tools in their daily research routines.
Finding a way to marry Clarity's use of Perplexity and ChatGPT with Ezekia became a significant part of their research strategy reform. From finding market news, building target company lists, and collecting as much information as possible to inform direction throughout the course of a search, CB Consulting set out to incorporate AI into the research team's daily workflow.
Callum breaks down Cam's process into 3 parts of discovery:
"The first part of discovery was Cam's revisit to the Import feature within Ezekia. The Ezekia tool is clear and simple but does not automatically enrich the data.
Part two was figuring out that ChatGPT/Perplexity could actually do a lot of that heavy lifting and to enhance and enrich the data automatically.
We could really see it all come together in the final part of discovery, utilising the 'super-charged’ import feature to then start to use the Query Builder and search functionality within Ezekia. We immediately started finding relevant candidates in our system!”
The Results:
With continued use, Clarity will be able to query their historical database against company related info identified within Perplexity/ChatGPT and uploaded into Ezekia; without bolting on additional tools or tech-related services. They will be able to:
Unlock key contacts based on titles & pre-defined company related information
Use Ezekia's natively available tools to quickly understand where those contacts are now, as well as Clarity's last interaction with them.
Create action from information - and make a connection!
Possibilities in this realm are evolving every day - let's have a conversation about how you'd like to reform your team's research strategy!
