A self-assessment guide organized around the five stages of clinical research operations — from RFP and feasibility through study startup, patient recruitment, and enrollment visibility. Free. No cost. No catch.
Every section maps to a specific stage using the real process terminology your team uses. Not generic CRM advice. Not healthcare-washed Salesforce content. The actual clinical research process — from RFP/Protocol to enrollment — mapped to what should be in your Salesforce org at each step.
Five stages of Salesforce maturity mapped specifically to clinical research operations. Tells you exactly where you are and what the next stage requires.
Salesforce tracks BD opportunities only. Everything after Close-Won — feasibility, startup, site tracking, regulatory, recruitment, enrollment — lives in spreadsheets and email threads.
Opportunity and basic site data in Salesforce. Feasibility may have a custom object but is not automated. Study startup is largely manual. No Site Progress Tracker. No Greenlight % visibility.
A Clinical Study object exists. Study-Site Junction may be built. But the BD-to-Ops handoff is still manual, regulatory packet tracking has gaps, recruitment and pre-screening are outside Salesforce, and enrollment visibility is limited or missing.
All five stages are structured in Salesforce. Handoffs are automated. Regulatory packet completeness is flagged automatically. Recruitment and pre-screening are tracked. Enrollment dashboard is live. Leadership trusts the data.
Clean, standardized data across all five stages. Historical site enrollment data structured. AI applications — site matching, IRB timeline prediction, enrollment forecasting, screen failure pattern detection — deployed on a trustworthy data foundation.
You know the platform but have never run a study startup. This guide gives you the clinical domain context to design the right objects and workflows for each stage — before you build the wrong thing and have to rebuild it.
You know where the operational gaps are but can't always articulate them to your Salesforce team in architectural terms. This guide gives you the vocabulary, the stage-by-stage framework, and the evidence to drive the conversation.
You approved the Salesforce investment and aren't seeing ROI across the full clinical lifecycle. This guide quantifies what the current gaps are costing and gives you the framework to build the business case for fixing it.
The guide shows you what to look for. The Workflow Audit tells you exactly where your Salesforce coverage has gaps in your specific org — with a stage-by-stage gap analysis, AI-readiness score, and a prioritized 30-day roadmap. Delivered in 48–72 hours.