Greenlight Advisory helps integrated site networks, decentralized research organizations, and hybrid operators assess how Salesforce supports the full path from prospecting and feasibility through startup, recruitment, and First Patient In.
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See how well your current Salesforce setup supports the full clinical research lifecycle — from prospecting to First Patient In. The guide helps you assess stage-by-stage coverage, spot workflow gaps, and determine what foundation needs to be in place before automation or AI can accelerate your operations.
This is the clinical research lifecycle, mapped to the Salesforce objects, fields, and automation that should support it. This is the full path from prospecting to First Patient In. Expand any stage to see the milestones, architecture, and automation that should support it.
The framework is a workflow sequence, not a universal timeline — actual timing varies by protocol, geography, sponsor/CRO process, regulatory path, contract cycle, and site/service readiness. Greenlight = a site, service, or study workflow operationally ready to begin enrollment, per your defined activation criteria. First Patient In (FPI) may mean first consented, screened, enrolled, randomized, or dosed depending on the sponsor.
Whether you're building these clinical research workflows from scratch or need an outside expert to audit what you've already built — this is where the work starts.
It's the lowest-risk way in: a fixed-fee, 48–72 hour read on where your Salesforce stands across the clinical research lifecycle. If you move into Advisory & Architecture within 14 days, the full $2,500 is credited toward your engagement — so the diagnosis effectively becomes step one of the build.
Same lifecycle view, two ways in. The Audit is a fast, fixed-fee read on what you already have — and the natural on-ramp to Advisory, since its fee credits toward the engagement. Advisory is hands-on design of the system end to end.
Every stage of the clinical research lifecycle has specific automation and AI opportunities. The advisory work maps each one and identifies what to build now, what to build later, and what needs clean data architecture before either is possible.
Account-fit scoring against your strategic focus, sponsor/CRO activity summaries, and pursuit prioritization on the pipeline.
Structured RFP/protocol intake, CDA expiry reminders, protocol-summary and key-field extraction, and missing-information detection.
Feasibility scorecards, site/service matching against the protocol, complexity scoring, and feasibility risk summaries.
Proposal assumption checks, budget-risk flags, contract cycle-time tracking, and approval routing.
Award-to-operations handoff checklists, ownership matrices, and vendor/service readiness tracking.
Regulatory packet completeness, IRB/IEC milestone reminders, SIV triggers on approval, and real-time activation dashboards.
Enrollment velocity alerts, forecasting vs. protocol timeline, and screen-failure pattern detection — where clean data and governance support it.
Clinical research has a defined critical path — CDA to SSV to IRB to SIV to Greenlight to First Patient In. Every day lost on that path delays the study. The advisory work targets automation at exactly the handoffs and notifications that cause the most delay in practice.
AI comes later — and only where the underlying data is structured correctly. Enrollment forecasting requires clean historical enrollment records. Site matching requires structured site performance data. You cannot skip to AI before the objects and relationships are right.
Every milestone on this page reflects direct, lived experience with the operational reality behind it — Salesforce architecture sub-specialized in the integrated site network, DRO, and hybrid-operator systems that run decentralized clinical research, built from firsthand work inside a large-scale, tech-enabled decentralized research network operating 200+ locations across decentralized and hybrid trial models.
This is not clinical research knowledge assembled from research. It is Salesforce architecture sub-specialized in this category — clinical study tracking, site activation workflows, geotargeted patient sourcing, and multi-location enrollment visibility — built from hands-on work inside a large-scale, tech-enabled decentralized research network, learning firsthand what breaks, what scales, and what should be built differently.
Most Salesforce consultants build the opportunity pipeline and stop. This practice covers the full lifecycle — including the contracting and activation-planning handoffs after award, the regulatory and startup complexity of activation, the recruitment pipeline, and the enrollment visibility layer.
No AppExchange commissions. No vendor relationships. No preferred tools requiring additional licenses. Every recommendation is based solely on what is right for your clinical research operations. Includes direct experience supporting decentralized and hybrid trial models — site activation workflows and multi-location enrollment visibility.
The audit delivers in 48–72 hours. The advisory engagement produces a roadmap your team executes. The goal is getting your clinical operations running correctly — not creating an ongoing configuration dependency.
The engagement produces a clear, actionable output — not a report full of observations. You'll leave knowing exactly what to build, in what order, and where automation and AI belong across the clinical research lifecycle.
If your organization is looking to get studies to activation faster, design the right Salesforce infrastructure, or get an independent outside view of what you already have — that's the conversation. 20 minutes. No pitch.