At a glance
Cornerstone tool
Streamlines working processes and drives everyday prioritisation.
Built to evolve
Supporting new AI and dynamic processes as the business grows.
Consistent support
Five years of responsive, personal service from the Seven20 team.
Background
Bailrigg+ has been providing a flexible consulting solution to global financial services organisations in the UK and the US for over 10 years. Bailrigg leverages a closed network of delivery-focused, experienced SMEs in order to provide a range of on-demand skill sets within the lead-time and costs their clients require.
As the firm grew, the internal tracking tools that had carried the business so far began to show their limits. Finding a CRM flexible enough to match a business model that straddles consulting and contingent resourcing would take more than one attempt.
"As a growing firm we had evolved from tactical internal tracking tools and sought a flexible CRM/ATS that could support our relatively unique business model. After a failed experience with another provider in 2020 we were introduced to Seven20 when it was still early days."
The challenge
Bailrigg+ had outgrown the tactical internal tracking tools that carried the business through its early years. Off-the-shelf CRMs weren't built for a firm that straddles consulting and contingent resourcing, and an earlier attempt with another provider hadn't worked out.
A business model that didn't fit the mould: straddling consulting and contingent resourcing meant off-the-shelf tools rarely matched how Bailrigg actually worked.
Outgrown internal tools: tactical, internally-built tracking systems could no longer keep pace with a growing firm.
A false start: an earlier provider, engaged in 2020, didn't work out.
Why Seven20?
Seven20 stood out for its willingness to build around Bailrigg's business rather than the other way round. What followed was a genuine partnership, not just a software purchase.
Built in partnership: Bailrigg+ worked directly with the Seven20 team to shape the platform's data model and workflows around their business.
Tailored features: traditional recruitment functionality was enhanced and reshaped to fit a hybrid consulting-and-resourcing model.
Iterative testing: over 2–3 months, the team refined the platform until it matched exactly how Bailrigg+ needed to work.
"As a growing firm we had evolved from tactical internal tracking tools and sought a flexible CRM/ATS that could support our relatively unique business model. After a failed experience with another provider in 2020 we were introduced to Seven20 when it was still early days."
The implementation
Getting the platform right took real collaboration between both teams. The work paid off, with a data model and set of workflows that have needed little revisiting since.
Collaborative build: Seven20's development team worked closely with Bailrigg through the initial setup.
Built to last: a carefully considered data model and workflow structure has meant minimal changes have been needed since.
"The initial development period took some effort from both parties, however, the Seven20 development team were great to work with and the end result has required minimal enhancements since – which is testament to the level of forward thinking and due diligence over the initial data model and workflows."
The results
Seven20 has become deeply embedded in how Bailrigg+ runs day to day, shaping the way the team works long after the initial rollout.
Cornerstone tool: Seven20 sits at the centre of how Bailrigg operates day to day — not an add-on, but a core part of the business.
Streamlined processes: Working processes that once relied on scattered tools now run through a single, unified system.
Everyday prioritisation: The platform drives daily prioritisation and reporting, keeping the team focused on what matters most.
“Seven20 gave us the confidence to know that we can use Salesforce the way we want to. Marrying that with a recruiting tool has really opened the lens for so much more.”
Looking ahead
Today, Seven20 forms a key part of Modern Executive’s long-term technology strategy. The platform has given the business confidence that Salesforce can remain its operational foundation while still providing the specialist recruitment capabilities required to support future growth.
"Over the past 5 years we have worked with various members of the Seven20 team and the experience has always been great… The day-to-day support is particularly good, responding to issues rapidly and always making you feel like a valued customer."
Advice for others
"Definitely consider Seven20 before making a decision. The industry is plagued with 'out of the box' solutions that never quite do what you want them to; the support model is impersonal and the functionality isn't particularly flexible. For us, the working relationship we built with Seven20 from the get-go was outstanding and we continue to receive the same level of service several years on; long may it continue."
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