Book a demo
News + Insight

3 mins read

X4 Group

Client: X4 Group
Interviewee:  Isaac Newton, Salesforce Administrator
Sector: Technology, Healthcare & Financial
Company Size: 201-500
Migrated from: Microdec Profile

The X4 Group focuses on helping their clients succeed by connecting the right people and providing the data and insights to help them execute their strategic priorities. Specialists within the Life Sciences & Communications, Technology, and Construction industries, their consultants help to align people strategy with business objectives across an international landscape.

After 14 years on a legacy system, The X4 Group found their technology lagging behind their ambition. By moving to Seven20, they transitioned from a slow, opaque server-based environment to a high-speed, true cloud solution. The result was a dramatic increase in user adoption, real-time global data visibility, and the unification of Sales, Compliance, and Finance into a single workflow.

The Challenge: Outgrowing Legacy Infrastructure

The X4 Group had been relying on Access (Profile RPM) for over a decade. While it had served them in the past, the product ceased to evolve at the pace required by a modern international agency.

  • Speed to Market: The system was slow and cumbersome, directly impacting consultants’ ability to move quickly.
  • Low Adoption: Lack of development and poor user experience led to low engagement from the team.
  • Data Blind Spots: Limited Management Information (MI) made it impossible to define “what good looked like” or gain a clear picture of performance across their international offices.

“Unfortunately, the product was no longer evolving and growing in the same direction as our business… We needed to be on a true cloud solution that allowed us to see real-time data across our international group.”

The Solution: A Dashboard-Driven Day

Following a comprehensive roadshow of market-leading CRMs, Seven20 emerged as the standout choice. The platform’s ability to drive behaviour through visual data was a key differentiator.

  • Homepage Dashboards: Consultants now start their day with a clear visual representation of their tasks and KPIs, driving high-impact activity.
  • Dynamic Segmentation: Using dynamic list views allows for instant segmentation of candidate and client data, restoring speed to market.
  • Intuitive ATS: The Applicant Tracking System was simplified, removing friction from the recruitment process.

The Implementation: A Cathartic Reset

The migration was more than a software swap; it was an operational overhaul. The process allowed X4 Group to “revisit and rewrite” business processes, ensuring consistency across the group.

  • Customisation: Page layouts and workflows were tailored to match internal processes exactly.
  • Standardisation: The team established a consistent way of working to enable future growth.

“The implementation was a very methodical and cathartic process which made us revisit and rewrite our business processes allowing us to work in a consistent way and enable growth for the future.”

The Result: Unified Operations & Real-Time Insight

Seven20 has fundamentally changed how The X4 Group operates. The platform now serves as the central hub for the entire business ecosystem.

  • Total Integration: The system houses Sales, Compliance, and Finance, removing duplicated manual steps and integrating third-party tools.
  • High Adoption: Because the system is simple and intuitive, consultant adoption is very high, leading to better data capture.
  • Client Care: Automation now drives pre and post-placement care, ensuring no key actions are missed.

“We are now able to look at real-time data across the group and use insights and MI to make informed business decisions… Seven20 has had a huge impact on our overall business.”

Advice for Other Businesses

“Make sure you have a CRM for your future, not your past!”