At a glance
Total integration
Sales, compliance, and finance unified in one system.
High adoption
An intuitive platform means better data capture across the group.
Client care
Automation drives pre- and post-placement actions.
Background
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.
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 challenge
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.
After 14 years on a legacy system, X4 Group found that its technology was lagging behind its ambition.
Why Seven20?
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 for X4 Group.
Consultants now start their day with homepage dashboards providing a clear visual representation of their tasks and KPIs, helping drive high-impact activity.
Dynamic list views allow the team to instantly segment candidate and client data, restoring speed to market.
The Applicant Tracking System was also simplified, removing friction from the recruitment process.
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 implementation
The migration was more than a software swap. It was an operational overhaul that gave X4 Group the opportunity to revisit and rewrite its business processes.
Page layouts and workflows were customised to match internal processes, while the team established a consistent way of working across the group to support 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 results
Seven20 has fundamentally changed how X4 Group operates. The platform now serves as the central hub for the entire business ecosystem. The system houses Sales, Compliance and Finance, removing duplicated manual steps and integrating third-party tools into a connected workflow. Because the system is simple and intuitive, consultant adoption is very high, leading to better data capture. Automation also drives pre and post-placement care, ensuring that 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."
Looking ahead
The relationship with Seven20 hasn't stopped at go-live. X4 Group keeps a regular cadence of check-ins with their Customer Success Manager, using the time to work through challenges, celebrate wins, and shape what comes next.
It's a working partnership rather than a one-off implementation the kind of ongoing dialogue that keeps the platform evolving alongside the business, not the other way around.
"We have a regular cadence of check-ins with our Customer Success Manager where we discuss any challenges, wins and future change requests. Support is always very responsive.
Advice for others
"The system was very slow, impacting our speed to market, and the lack of development left us feeling behind the curve. Make sure you have a CRM for your future, not your past!"
Ready to write your own success story?
See how Seven20 could work for your team book a demo and find out.