At a glance
Built-in flexibility
Software and automations change with the business, easily.
Company-wide input
Improvement ideas from across the business.
Total adoption
"If it's not in Salesforce, it didn't happen."
Background
At Jarvis, the business is driven by building long-term client relationships rather than transactional short-term wins. In an industry where over 95% of competitors are solely focused on chasing money, Jarvis offers a welcoming refuge focused on quality, customer service, and value.
Jarvis had used a number of systems over the years that struggled to keep pace with the business disconnected tools that required constant admin just to stay current. Finding a platform that could flex with them, rather than the other way round, would take a proper search.
The challenge
Over the years, Jarvis had relied on a number of systems that struggled to keep pace with a changing business. Disconnected tools meant processes were being shaped by the software instead of the other way round.
Falling behind: systems couldn't keep up with the pace of change within the business.
Backwards processes: software was dictating how the business worked, rather than fitting around it.
Disconnected systems: several separate tools required constant admin just to stay up to date.
"Jarvis had several disconnected systems that required admin and time to keep up to date. The systems were dictating the processes which is the wrong way around."
Why Seven20?
After a thorough review of the market attending trade shows and demos before choosing Seven20 the platform gave Jarvis a strong foundation to build on.
Thorough evaluation: Jarvis reviewed the market extensively, attending trade shows and demos before choosing Seven20.
Built to customise: the platform gave Jarvis a strong foundation to shape around their own internal processes.
Expert guidance: working closely with the Seven20 team, Jarvis was advised on exactly where changes made sense.
"The Seven20 platform gave us a very strong foundation to customise with our own internal processes. Working closely with the Seven20 team, they were able to advise us where the changes made sense."
The implementation
The experience of going live was, in Marc's words, seamless.
The Jarvis team felt heard throughout the implementation process not just during the initial scoping, but in the weeks and months following go-live. Unlike implementations that hand over a product and disappear, Seven20 maintained a regular cadence of contact and introduced a community model that brought customers together to discuss shared challenges and upcoming improvements.
It was an approach that reinforced what Jarvis had come to expect: a partner invested in long-term outcomes, not a vendor focused on closing a deal.
"It's not been like some implementations where you are just left to it. We have regular cadence and even community meetings where we can discuss challenges with other customers."
The results
The impact of moving to Seven20 has been felt across the business.
The most significant shift has been the relationship between the platform and the business itself. Where previous systems fell behind as Jarvis evolved, Seven20 moves with it. Every time the business changes in structure, in process, in ambition the software and its automations adapt alongside it.
That flexibility has generated momentum internally.
Built-in flexibility: Every time the business changes, the software and automations change with it easily.
Company-wide input: The whole business contributes improvement ideas, now managed through a formal change board (CAB).
Total Adoption: Adoption is complete the team's own rule is "if it's not in Salesforce, it didn't happen."
"It's meant that every time the business changes, the software and automations also do, and easily… everyone in the business knows "If it's not in Salesforce, it didn't happen."
Looking ahead
The system continues to evolve alongside the business, from new integrations to custom-built extensions with other Salesforce partners. It's a relationship that goes beyond software anchored by a close working relationship with the Seven20 team.
"We have a great working relationship with several of the Seven20 team, but especially with Mark Baker. Mark has been a great ambassador of Seven20 to Jarvis, always available if we need to discuss a challenge and keeping us up to date with new improvements."
Advice for others
"Change, do it. The reluctance to change is going to hold you back, when in reality, Seven20 makes it very easy to move. Every month we continue to adapt the system, and Seven20 have been on hand to support us as much as we need."
Ready to write your own success story?
See how Seven20 could work for your team book a demo and find out.