A Medical device focused research organization client relies on Salesforce Lightning to automate and track lead & opportunity conversion


About the Client

Client is serving as the industry’s only 100% medical device-focused, full continuum Contract Research Organization. Their suite of solutions includes medical device testing; regulatory, reimbursement and quality consulting; and clinical research services for both medical device and In Vitro Diagnostic (IVD) Sponsors. 



  • Created Lightning component for lead conversion page with opportunity details, account, contact, task, etc.
  • Added rule-based workflows for opportunity conversions.
Schedule A Meeting


  • Sales conversion increased by 27% by automating lead conversion process.
  • Sales team became more efficient in targeting and closing high-probability leads

Salesforce: Sales Cloud

Technologies: Workflows