Salesforce for Recruitment: Seven20 Implementation Services for Alternative Education Provider
Salesforce customer success story featuring the alternative learning provider focused on improving the quality of education for most at-risk students in South West England
Salesforce for Recruitment: Seven20 Implementation Services for Alternative Education Provider
Lexia Education Services
Website:
lexiaeducationservices.co.uk
lexiaeducationservices.co.uk
Industry:
Education
Education
Headquarters:
Bristol, United Kingdom
Bristol, United Kingdom
Number of employees:
2 – 10
2 – 10
About the Сlient
Lexia Education Services was founded during the pandemic by two passionate leaders, Sophia Hughes and Alex Savva, in response to the increasing educational challenges faced by young people.
Based in Bristol and Somerset, the organization was established to address the rising exclusion rates and declining attendance among students, which reached alarming levels following the lockdown.
Recognizing the urgent need for support, Lexia Education focuses on providing alternative educational provisions for students on the brink of exclusion. Its mission is to ensure that young people have access to quality education, even when traditional school settings are no longer an option.
Lexia employs full-time mentors in schools to provide early intervention for students at risk of exclusion, helping them navigate their educational journeys.
Additionally, the company offers tailored tuition through qualified teachers who work directly in children's homes for those unable to attend school, whether due to exclusion or waiting for new placements.
With a commitment to delivering the highest quality support, Lexia Education strives to empower at-risk youth and create pathways for their educational success.
Services provided:
- Salesforce for recruitment CRM/ATS implementation and customization
- Salesforce development
- Training and onboarding
Project details:
- Education industry
- 1 – 5 Salesforce org users
- Short-term project, completed in July 2024
Products used:
Challenges
Lexia Education’s mission—to provide early intervention for students at risk of exclusion and qualified tuition for children in care homes—required a highly customized solution that could adapt to its unique needs.
The primary challenge was the inability of their previous system to offer the flexibility and personalization the company needed. The existing tools were slow, rigid, and not designed to handle Lexia Education's specialized processes. This led to inefficiencies, making it difficult to deliver timely and effective support to students.
Additionally, the complexity of the project, including large-scale data migration and the need for custom features like email templates and PDF generation, posed significant operational challenges. These issues had to be resolved swiftly to ensure that Lexia Education could continue its vital work.
- Jed Creswick- WillisRecruiter at Lexia EducationWorking with Twistellar has been a highly positive experience. Valentina Moroz has been exceptionally helpful, consistently responding to our queries in a timely manner. Whether on calls or through email, she always followed up quickly and addressed our specific needs with a keen understanding of our unique business requirements.
The quality of the work delivered has also been impressive. While our requests could be quite detailed and specific, Valentina consistently ensured that we received tailored solutions. If there were ever any areas for improvement, we had always felt comfortable communicating those, and I was confident that any adjustments would have been effectively addressed.
Overall, we are very satisfied with the results and the collaborative approach taken by Twistellar.
Solution
Twistellar implemented a tailored solution for Lexia by customizing Seven20, a CRM/ATS for recruiters built on Salesforce, to help Lexia Education meet its unique business requirements.
One of the key aspects of the solution was enabling custom placement flows to streamline the assignment of mentors and teachers to students in different educational settings. This included automating key processes, such as customized and autopopulated email templates and the generation of vetting forms in PDF format, which improved efficiency and reduced manual workload for Lexia's administrative team. The integration of timesheet automation further contributed to operational effectiveness, ensuring accurate tracking and reporting of mentor and teacher hours.
Additionally, we introduced an enhanced compliance verification process that simplifies candidate vetting and ensures proper certification management. Timely notifications on the expiry dates of required documents and certificates help maintain compliance, allowing administrators to efficiently manage certifications and ensure that all candidates remain properly vetted.
Besides, Twistellar developed custom reports that provided Lexia Education with better insights into its operations, allowing it to monitor and optimize its educational programs more effectively. A comprehensive user training program was also conducted, ensuring that Lexia’s team could easily navigate and utilize the new system, enhancing its day-to-day operations.
Scope and Process
Objectives: To enhance operational efficiency by customizing and automating key functions within the Seven20 platform, ensuring seamless workflow management, improved documentation processes, and enhanced reporting capabilities for more effective placement management and administrative oversight.
Deliverables: Customization and implementation of Seven20, the Salesforce-based applicant tracking system (ATS) for recruiters.
- Maddie WesthoffAdministratorCollaborating with Twistellar has been a transformative experience for our team. Despite us being new to this type of technology, Twistellar made the process straightforward, guiding us through each step with clarity. Valentina Moroz, in particular, has been instrumental in addressing our unique needs with precision and consistently delivering effective solutions.
The improvements to our daily operations have been significant.
Tasks are now completed more efficiently, and the specific customizations we requested, such as email templates and PDF generation, have greatly streamlined our processes.
The automations implemented by Twistellar have not only saved us time but also enhanced the overall user experience.
We’re very pleased with the progress and the tangible impact it’s already having on our business.
Results
The implementation and customization of the Seven20 platform by Twistellar brought significant enhancements to Lexia Education's operations.
By having Twistellar enable such functionalities as custom placement flows, automated email templates, and PDF vetting form generation, Lexia Education’s team got a chance to optimize its key processes. Additionally, the automation of timesheets and the generation of custom reports contributed to a more efficient workflow. User training was conducted to ensure that staff felt confident navigating the new system, further enhancing overall productivity.
As a result, Lexia Education experienced a marked improvement in its daily operations, with feedback indicating that tasks became quicker and more manageable.
The specific customizations made by Twistellar for the company not only simplified workflows but also saved considerable time, allowing its team to focus on the core responsibilities.
Partnering with the Twistellar team to implement and customize the Seven20 platform helped the Lexia Education team improve its operational skills and the ability to support the students they serve.
Seven20, CRM/ATS for Recruitment Built on Salesforce, Implementation:
- Implemented and customized Seven20 functionality and data model
- Enabled tailored placement flows to enhance recruitment processes
- Automated email templates for more efficient communication
- Implemented PDF generation for vetting forms
- Automated timesheet processes to help save time and reduce errors
- Developed custom reports for better data analysis and insights
- Conducted user training sessions to ensure effective system adoption and usage
- Migrated data
- Built custom compliance verification process
Client Testimonial
- Maddie WesthoffAdministratorWorking with Twistellar has truly enhanced our operations. The support we received throughout the implementation was remarkable, making the entire process smooth and straightforward, even for those of us who were unfamiliar with this type of technology.
The Twistellar team was responsive to our needs and addressed our specific requests with great attention to detail. The improvements we’ve seen in our daily tasks have been significant, with custom solutions.
Overall, we are delighted with the positive impact this collaboration has had on our business, and we are genuinely pleased with the results and the positive impact this collaboration has had on our ability to serve our customers.
Looking to use Salesforce for recruiting? Discover how Seven20, combined with personalized customizations from the Twistellar team, can be your ideal solution. For more details about this 5-star-rated CRM/ATS for recruiters built on Salesforce, head straight to Seven20’s site or contact us today to discuss your Salesforce goals!