Client Overview
Foresight Diagnostics, a premier organization in the life sciences industry, sought to modernize its customer and project management capabilities. As a leader in the field, Foresight Diagnostics manages complex relationships with clients, contracts, and lab operations, making efficiency and visibility critical to its success. Facing challenges in tracking projects, milestones, and client interactions, the company turned to Sikich for an innovative and strategic solution to streamline its operations and drive long-term growth.
Challenges
Before engaging Sikich, Foresight Diagnostics faced several critical pain points that impacted both sales and operations:
- Fragmented Customer Data: Without a unified system, the company struggled to track interactions, prospects, and customer information effectively, leading to missed opportunities and inefficiencies.
- Inefficiencies in Project and Milestone Tracking: The client found it difficult to track key project milestones, commitments made during the sales cycle, and execution progress, which often led to delays and misalignment.
- Lack of Standardized Documentation Management: Important documentation, including contracts, samples, and client responses, lacked a centralized system, making retrieval and tracking cumbersome.
The absence of a structured CRM system was a major obstacle to growth, prompting Foresight Diagnostics to seek a comprehensive solution that could address these challenges.
Solution
Sikich leveraged its deep expertise in Salesforce to deploy Salesforce Sales Cloud, creating a robust and scalable customer relationship management (CRM) solution tailored to Foresight Diagnostics’ unique needs. The implementation included:
- Comprehensive Data Management: By centralizing customer, prospect, and project data, the client gained a 360-degree view of their customer base, providing full visibility into interactions, contracts, and project progress.
- Automated Project and Contract Management: Sikich implemented a streamlined process where projects are automatically created when a deal closes. This ensures that milestones transfer seamlessly from the sales phase into execution, eliminating the need for manual tracking.
- Enhanced Visibility and Reporting: Custom-built dashboards and reports now provide real-time insights into business performance, allowing leadership and teams to make data-driven decisions and optimize operations.
- Seamless Data Migration: Sikich successfully migrated the client’s existing Accounts, Contacts, and Opportunities into the new system, ensuring a smooth transition with minimal disruption.
- Change Management and Training: Recognizing the importance of user adoption, Sikich conducted comprehensive training sessions and provided ongoing support. This ensured that the sales and lab operations teams were fully equipped to leverage the system’s capabilities from day one.
Results & Impact
The implementation of Salesforce Sales Cloud delivered significant customer and project management improvements, including:
- Standardized Project Tracking and Milestone Management: With Salesforce, Foresight Diagnostics can now efficiently track milestones from the sales process through execution, ensuring that all commitments are met, and projects remain on schedule.
- Increased Efficiency in Managing Contracts and Documentation: The new system streamlines contract management, sample tracking, and documentation processes, reducing manual effort and improving compliance across departments.
- Enhanced Sales and Operations Collaboration: The improved visibility across teams allows for better coordination, reducing silos between sales and lab operations and ensuring seamless handoffs from one phase to the next.
By addressing these key challenges, Sikich empowered Foresight Diagnostics with a future-ready system that enhances both sales effectiveness and operational efficiency.
Key Achievements & Next Steps
The project was completed within three months, marking a major milestone for the client’s digital modernization. Key achievements include:
- Successful Salesforce Implementation and Go-Live: Foresight Diagnostics’ teams are now fully operational on the new CRM platform, utilizing its full capabilities for sales and project management.
- Immediate Improvements in Project and Milestone Tracking: With enhanced visibility and automation, teams can now track progress in real time, ensuring project deliverables are met without delays.
- Phase 2 Initiated: NetSuite ERP Integration: Building on the success of the initial implementation, Foresight Diagnostics is now working with Sikich to integrate NetSuite ERP, further streamlining financial and operational workflows.
Why Sikich?
Foresight Diagnostics’ decision to partner with Sikich was driven by past experience and trust. Having worked with Sikich in a previous engagement, key stakeholders recognized the company’s expertise, seamless execution, and commitment to delivering tailored solutions. Sikich’s ability to understand the client’s unique business processes and translate them into an efficient Salesforce solution reinforced its role as a trusted technology partner.
Looking Ahead
With a strong foundation in place, Foresight Diagnostics is well-positioned for continued digital modernization. The ongoing NetSuite ERP integration will further enhance operational efficiency, ensuring seamless data flow between sales, project management, and finance functions. This continued partnership underscores Sikich’s commitment to driving long-term value and success for its clients.
Partner with Sikich
If your organization is looking to modernize customer and project management with Salesforce and integrated technology solutions, Sikich has the expertise to drive measurable success. Contact us today to learn how we can help transform your business.
