Life sciences, clinical research technologyClinical Research Technology Company
A clinical research technology company cleaned up its Sales Cloud org and connected Google Analytics lead data to Salesforce, giving its sales team a reliable system for lead routing and pipeline management.
A company providing technology to clinical trial sponsors and research organizations ran its sales process in Salesforce but had accumulated years of configuration issues. Required field gaps were breaking legacy records, bulk imports were failing, and lead routing rules did not match how the team actually worked. A Google Analytics connector was in place but not functioning properly, and a NetSuite integration through Celigo had an unresolved data error.
The challenge
Required fields had been added without setting defaults on existing records, leaving older opportunities broken. Bulk lead imports from trade shows and webinars were failing with no consistent template. One sales rep was seeing all leads globally instead of only her region, and the Google Analytics connector was not populating the right fields. Leadership had no reliable reporting on lead sources or pipeline.
The solution
SiiMPLY7 assessed the org and identified root causes across required fields, bulk import failures, and the connector gap. The team implemented lead assignment rules to match the team's actual routing logic, resolved the field configuration issues blocking legacy records, and established a clean bulk import process. SiiMPLY7 also scoped the NetSuite and Celigo integration fix and supported the Google Analytics connector configuration so web and event lead data flowed correctly into Salesforce.
Implementation highlights
What we built.
- Org assessment identifying required field gaps, broken records, and routing issues
- Lead assignment rules aligned to actual territory and account ownership
- Google Analytics connector fields mapped and configured for accurate lead attribution
- Bulk import process defined with templates for trade show and webinar leads
- NetSuite and Celigo integration reviewed and scoped for resolution
- Reporting and dashboard foundations for lead source and pipeline visibility
Results
Inbound leads now route to the right rep by territory and account ownership
Google Analytics data flows into Salesforce against the correct lead fields
Required field gaps addressed so legacy records can be updated without errors
Engagement summary
SiiMPLY7 diagnosed and fixed years of accumulated configuration issues, realigned lead routing to the team's real territories, and restored accurate web and event lead attribution.
What's next
With the foundation stabilized, natural next steps included completing the NetSuite and Celigo integration fix, expanding reporting dashboards, and rolling out consistent Salesforce usage practices across the sales team.
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