Clive Henry Group is a UK-based company focused on delivering tailored services across the healthcare sector, with a mission to ensure clients' needs are met and exceeded through people, processes, and technology. The company operates under four key objectives: creating a safe, empowering work culture, fostering expertise, driving profitability, and enhancing collaboration within the healthcare industry.

In 2024, Clive Henry Group achieved remarkable growth, securing second place in The Sunday Times 100 fastest-growing UK companies. This achievement followed a successful management buyout, marking a significant milestone in the company’s evolution as it transitioned to full ownership by its original team.

Clive Henry Group consists of three distinct arms:

…And each division used to operate its CRM independently, leading to inefficiencies and increased costs.

Clive Henry Group faced substantial challenges in managing its sales processes across three distinct divisions within its structure. Each division operated independently with separate CRM systems, leading to a highly siloed approach. This fragmentation resulted in a maze of manual processes and inconsistent data flows that drove up operational costs and slowed response times.

As the company worked to deliver a smooth candidate experience and efficient client collaboration, it encountered roadblocks at nearly every step—from candidate searches and applicant journey management to compliance collection, placement, onboarding, document generation, and timesheet approval.

Without a single, unified platform to manage these tasks, Clive Henry Group struggled with inefficiencies that slowed its response times and made it difficult for departments to work smoothly together.

Because their systems weren’t connected, billing and invoicing also became difficult, with each company following its own process. This made the sales workflows more complicated and created obstacles to growing its services.

Clive Henry Group needed a more cohesive solution to break down these silos and unlock operational efficiency—a need that ultimately led them to explore Salesforce.

Clive Henry Group chose Seven20, a Salesforce-native CRM/ATS, as a unified solution and Twistellar to lead Seven20’s implementation and customisation to achieve the goal of streamlined operations across all its businesses and optimised sales workflows.

Twistellar's team worked closely with Clive Henry Group to tweak the solution, automating key processes such as:

This enabled Clive Henry Group’s three companies to unify data and eliminate fragmentation, creating an end-to-end solution that enhanced both operational efficiency and client engagement.

Objectives: To automate Clive Henry Group’s sales process by implementing the Seven20 platform, enabling collaboration with customers and enhancing operational efficiency across the three companies in the group.

Deliverables: Customisation and implementation of the Seven20 platform with a range of automations and integrations, covering candidate search, applicant journey management, compliance collection and verification, placement and onboarding, document generation and signature, timesheet reporting and approval, and billing and invoicing.

Following the implementation and customisation of Seven20 by Twistellar, Clive Henry Group has seen a significant increase in CRM adoption compared to its previous system. The Client’s sales teams now actively use the platform, finding it far more intuitive and efficient for tasks related to sales and reporting. This shift, combined with improvements in internal processes, has resulted in a noticeable increase in system utilsation across the companies.

One of the standout successes of the transition was the seamless integration of Salesforce to replace the old timesheet system. Despite the change, there has been no drop in timesheet submissions and approvals which was a risk.

While the implementation is still in its early stages, the positive impact is clear, with continued work underway, driven by feedback sessions focused on optimising the user experience.

The system has enhanced data quality by centralising, standardising, and maintaining accurate, up-to-date information, reducing errors, and ensuring reliable insights for better decision-making.