How Clariness Streamlined Healthcare Sales & Marketing Operations with Dynamics 365
At-a-Glance
Clariness GmbH — a leading Germany-based pharmaceutical and healthcare patient recruitment enterprise.
CHALLENGE:
Faced operational hurdles in effectively managing sales and marketing processes as a pharmaceutical enterprise, with legacy systems lacking adequate tools to run email campaigns and optimize sales opportunities.
SOLUTION:
Implemented Dynamics 365 Sales CRM and Marketing CRM, configured customized forms, views, and dashboards to streamline sales activities, and deployed structured lead and opportunity management workflows.
RESULTS:
Unified sales and marketing execution, centralized customer records, structured pipeline governance, and highly optimized campaign execution.
The Challenge: Disjointed Sales & Marketing Tools in Healthcare
Clariness GmbH, a Germany-based pharmaceutical and healthcare enterprise, coordinates patient recruitment and clinical engagement across the medical research sector. As operational demands expanded, the organization faced challenges in managing their sales and marketing processes effectively.
Their existing legacy system did not provide the necessary tools and functionalities required to manage email campaigns, nurture prospective sponsors, or optimize commercial sales opportunities. This tooling gap resulted in fragmented customer interactions, manual handoffs, and an incomplete view of the customer journey.
Faced operational hurdles in managing sales and marketing processes effectively as a specialized healthcare enterprise.
The existing environment lacked tools and functionalities to execute targeted email campaigns.
Absence of structured opportunity management capabilities hindered the optimization of the commercial pipeline.
Sales and marketing teams operated in silos without a centralized, transparent view of customer accounts.
Why Clariness GmbH Chose Intelegain
Clariness engaged Intelegain for their specialized expertise in deploying integrated Microsoft Dynamics 365 Sales and Marketing environments tailored to regulated healthcare and pharmaceutical workflows.
Implementation: The Intelegain Approach
Intelegain executed an end-to-end implementation uniting sales and marketing on a common Microsoft Dynamics 365 platform.
Phase 1: Commercial Process Alignment & Architecture Design
Mapped Clariness’s healthcare customer touchpoints, defining unified data schemas for pharma accounts, clinical trial sponsors, and opportunity milestones.
Phase 2: Dynamics 365 Sales & Marketing Implementation
Deployed Dynamics 365 Sales CRM and Marketing CRM. Configured customized forms, views, and real-time dashboards to centralize customer data and streamline daily sales activities. Set up automated email campaign execution tools.
Phase 3: Lead & Opportunity Workflows and Rollout
Configured automated lead and opportunity management features to systematically track and guide opportunities throughout the sales pipeline. Conducted hands-on user enablement for commercial and marketing teams.
Measurable Results
Single consolidated view of customer data across all accounts
Seamless alignment between email campaigns and sales opportunities
Structured lead and opportunity tracking across the pipeline
Enhanced daily sales productivity with custom forms and dashboards
With Dynamics 365 Sales and Marketing seamlessly deployed, Clariness achieved a modern, unified commercial platform. The enterprise now conducts targeted marketing campaigns and actively tracks sales opportunities with complete clarity and control.
Project Details
Clariness GmbH
Germany
Healthcare
Dynamics 365 Sales, Dynamics 365 Marketing
Need a similar solution?
Talk to our certified Microsoft Dynamics 365 architects about transforming your sales operations.
Ready to streamline your sales operations?
Discover how Intelegain can integrate and optimize Microsoft Dynamics 365 Sales to drive operational velocity for your enterprise.