Specialty Rare-Disease Pharmacy
A specialty pharmacy moved business development tracking off spreadsheets into Salesforce Enterprise, giving leadership real-time pipeline visibility.
This specialty pharmacy distributes high-touch therapies for rare diseases by mail order. Its business development team tracked manufacturer opportunities in spreadsheets and slide decks, leaving leadership without a reliable, current view of the pipeline.
The challenge
Salesforce was in place but barely used, so opportunity data lived in spreadsheets and PowerPoint. Accounts lacked owners, contact records went stale, and reporting was manual and slow. Leadership could not see pipeline progress, FDA-driven priorities, or which drugs and indications mattered most.
The solution
SiiMPLY7 upgraded the org to Salesforce Enterprise Edition and rebuilt the BD team's core CRM, redesigning Account, Contact, and Opportunity models with stage-based pipeline tracking and role-based access. The custom Drug object was preserved and structured into an Account, Opportunity, Drug, Indication hierarchy. Einstein Activity Capture synced Outlook, and dashboards surfaced opportunities, FDA dates, and priorities.
Implementation highlights
What we built.
- Discovery, org assessment, and contact and account data cleanup
- Account, Opportunity, Drug, Indication model with stage tracking
- Role-based access for BD, Ops, and leadership
- Einstein Activity Capture syncing Outlook email and calendar
- Executive dashboards plus hands-on report-building training for users
Results
BD pipeline tracked in Salesforce, not spreadsheets
Single source of truth across all opportunities
Executive dashboards give live pipeline visibility
Engagement summary
In four to six weeks, SiiMPLY7 turned an underused Salesforce org into the BD team's system of record, with an Enterprise upgrade, a structured drug pipeline model, Outlook sync, and executive dashboards.
What's next
Next: finalize dashboards, expand self-service reporting, and pursue the planned research-automation integrations with BioMed Tracker and AlphaSense.
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