Powering UK-Based Education Recruitment Agency with Applicant Tracking System and Salesforce

Salesforce customer success story behind Envision Education, a London-based agency connecting top teaching talent with schools across the region

Powering UK-Based Education Recruitment Agency with Applicant Tracking System and Salesforce

Envision Education
Industry:
Education
Headquarters:
📍 London, United Kingdom
Number of employees:
17

About the Сlient

Envision Education is a specialist recruitment agency based in London, dedicated to placing top-tier teaching professionals — teachers, teaching assistants, and SEN (Special Educational Needs) support staff — into primary, secondary, and special needs schools across London and the Home Counties. Established in 2014, the agency has built a strong reputation for its deep focus on SEN staffing, which now accounts for approximately 80% of its business.
Envision Education operates with a tightly knit team of around 17 professionals across five departments: resourcing, compliance, sales, marketing, and HR. This structure supports their highly collaborative internal culture, which directly contributes to their standout performance in candidate experience. Their commitment to quality is clearly reflected in their 4.9 out of 5 rating on Google, based on over 570 reviews — a testament to the exceptional candidate journey they’ve built.
The company is also known for its forward-thinking mindset and continuous investment in growth. Their goal is not just to fill roles, but to genuinely support schools in need of skilled, compassionate professionals, particularly for roles working with children who require additional support. Envision Education’s mission is grounded in making a real difference in education through thoughtful, high-quality recruitment.
Products used:
  • Education
Project details:
  • 6-20 Salesforce users
  • Short-term project, completed in January 2025
  • Salesforce for recruitment CRM/ATS implementation
  • Salesforce customization
  • Training and onboarding
  • Salesforce consulting
Services provided:

Challenges

Envision Education operates within the education recruitment sector — an area that presents significantly more complexity than traditional recruitment industries. All candidates placed by the agency work in regulated school environments, which means every candidate must go through thorough compliance checks. This involves generating detailed vetting documentation, tracking completed checks, and maintaining accurate records — a process that had previously required the use of multiple platforms and considerable manual effort.
The legacy CRM system Envision Education used was not equipped to handle this level of operational detail:
  • Compliance consultants had to manually transfer documents between systems, which was both time-consuming and prone to error.
  • Candidate onboarding involved emailing forms back and forth, with no automated portal for completion or submission.
These fragmented workflows caused administrative overload across departments — from sales to compliance — and hindered the team’s ability to focus on high-value activities like candidate registration, interviewing, and client engagement.
Envision Education has had a clear vision for scaling through digital transformation, with a strong focus on leveraging automation and AI-driven processes to reduce operational burden and future-proof the business.
  • Balraj Guraya
    Founder & Managing Director
    The technical expertise at Twistellar is seriously impressive. Their team understood our complex requirements from day one and consistently found smart solutions within Salesforce. We never heard ‘this can’t be done’ — they always found a way to make it work, which was critical for a business like ours with unique compliance and onboarding workflows.

Solution

To support Envision Education’s business goals, Twistellar joined to transform the standard Seven20 platform into a fully tailored recruitment and compliance engine.
The goal was to automate manual processes, simplify cross-departmental workflows, and centralize all operations in a single system aligned with Envision Education’s unique candidate journey.
Key areas of customization included:
  • Candidate pre-registration automation: Candidates now receive links to complete forms automatically, prior to interviews, removing the need for manual emailing.
  • Self-service candidate portal: A portal was created where candidates can submit all required documents directly — eliminating fragmented data collection and manual uploads.
  • Integrated compliance workflows: The platform now reflects the structure of Envision Education’s three core departments, with specific workflows for vetting, document review, and compliance validation. This has simplified the day-to-day tasks for the compliance team.
  • End-to-end automation: Submitted documents flow directly into the CRM, removing the need to juggle between different systems.
  • Team training and CRM adoption: Over several months, the teams from Envision Education and Twistellar worked closely to ensure a smooth migration of historical data and provided detailed team training to support successful adoption.

Scope and Process

Objectives: Tailor Seven20 to match business-specific processes, automate candidate onboarding and compliance, integrate third-party tools, and improve data visibility.
Deliverables: Customized Seven20 data model and logic, Titan setup with forms and e-sign workflows, Isimio and Broadbean integrations, business-rule-based data migration, custom reports and dashboards.
  • Balraj Guraya
    Founder & Managing Director
    Beyond just delivery, Twistellar brought genuine partnership. We were in touch almost daily for months, and their responsiveness never dropped.

    They cared about our goals, adapted quickly to feedback, and helped us launch a highly customized platform with zero disruption to the business. That level of consistency and commitment is rare.

Results

Following the implementation, Envision Education successfully launched the customized Seven20 CRM without experiencing the expected business disruption. Despite changing their core system, the company maintained the expected stable performance.
Once the team became comfortable with the new workflows, the benefits became clear:
  • Increased efficiency across departments: Manual document uploads and form chasing have been replaced by automated processes, allowing both sales and compliance staff to focus on core revenue-generating activities.
  • Operational simplicity: What once required switching between platforms is now done within a single system, saving time and reducing errors.
  • Stronger alignment with business goals: The new CRM environment supports Envision Education’s growth ambitions, laying the foundation for further automation and potentially AI-driven enhancements.
Today, the Seven20 CRM is a central part of the company’s daily operations. As Envision Education notes, the system has become second nature to the team, enabling them to work faster and smarter while ensuring strict compliance requirements are consistently met.

Client Testimonial

  • Balraj Guraya
    Founder & Managing Director
    What we built together with Twistellar wasn’t just a system — it was a foundation for how we grow and operate moving forward.

    Their team became a true extension of ours, translating our vision into a powerful, tailored Salesforce solution that’s built to last.
Struggling with manual candidate onboarding, compliance checks, or scattered data across platforms? Twistellar can help you build a customized Salesforce solution that fits your processes — not the other way around. Let’s talk.

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