Case Study: TrialSpark

As a firm that relies on network expansion to grow, TrialSpark was frustrated with their existing technology stack which created roadblocks to achieving:

• Clear alignment across Sales, Network Expansion, and Network Operations
• Consistent business processes to support sales and operation efforts
• Visibility into physician onboarding and site selection for clinical trials
• Identification of new network expansion opportunities by geographic region
• A unified source of truth for all sales opportunities, site selections, and clinical studies
• Accurate and timely reporting on the pipeline of sales opportunities and expansion sales efforts

VALiNTRY360 helped the customer overcome these challenges by:

• Deploying Sales Cloud for sales, expansion, and network operations teams
• Reimagining and streamlining business processes including study acquisition → network expansion → physician recruitment → onboarding → site selection → clinical trial kickoff
• Integrating operational application with Sales Cloud to provide insights and details into network operations workflows
• Automating sales workflows to create an efficient sales process between business development reps and strategic account executives
• Enhancing and optimizing network operation business process of physician onboarding and credentialing utilizing Flows and a custom UI
• Developing customized reports and dashboards for sales and expansion metrics to measure pipeline health, sales effectiveness, and identify market segments
• Creating customers report and dashboard for network operations to identify gaps in the onboarding process, report on active clinical trials, and forecast upcoming network expansion sites