Salesforce Supports Projects and Clients for a Medical Product Regulatory Consulting Firm

Industry

Life SciencesConsulting

Services

Salesforce ImplementationProject Tracking

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlows

Challenge

A long-established Californian firm provides technical consulting services to medical product developers and manufacturers.

Client relationships, proposals and projects were tracked separately:

Client and project data in separate tools.
Manual proposal tracking.
Limited visibility of consultant workload.
Reporting effort.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the regulatory consulting firm's processes and goals.

Client management

Clients and contacts tracked centrally.

Proposals

Proposals linked to opportunities and projects.

Project tracking

Projects, milestones and consultants tracked.

Reporting

Utilisation and revenue reporting.

Regulatory Consulting Firm solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

A single view of clients and projects.
Organised proposal tracking.
Visibility of consultant workload.
Simpler reporting.

Regulatory Consulting Firm

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Challenge

A long-established Californian firm provides technical consulting services to medical product developers and manufacturers.

Client relationships, proposals and projects were tracked separately:

Client and project data in separate tools.

Manual proposal tracking.

Limited visibility of consultant workload.

Reporting effort.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the regulatory consulting firm's processes and goals.

Client management

Clients and contacts tracked centrally.

Proposals

Proposals linked to opportunities and projects.

Project tracking

Projects, milestones and consultants tracked.

Reporting

Utilisation and revenue reporting.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

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Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Salesforce Supports Projects and Clients for a Medical Product Regulatory Consulting Firm

Challenge