Salesforce for Clinical Research Sites: What We've Learned Building It
How clinical research sites use Salesforce for recruitment, phone screens, visit scheduling, texting and CTMS sync. Lessons from years of building it.
Trusted By Industry Leaders
Our Salesforce Services
We've empowered over 700 clients with expert Salesforce implementations across a wide range of cloud platforms.
-
Sales Cloud
-
Streamline your sales process with lead management, pipeline optimization, forecasting, and comprehensive analytics.
-
Service Cloud
-
Elevate customer support through case management, knowledge base, entitlements, Service Level Agreements (SLA), and Return Manufacturing Authorization (RMA) processing.
-
Experience Cloud
-
External Customer Portals, Partner Portals, Contractor Portals and many more
-
Salesforce CPQ
-
Empower your sales team with advanced pricing and quoting tools for complex product configurations.
Salesforce for Clinical Trials
We build Salesforce for clinical research sites: lead intake, phone screens, visit scheduling, texting and CTMS sync, all in one org.
-
Recruitment & Lead Management
-
Capture leads from ads, call centers and referrals and route them to the right study.
-
Study-Specific Phone Screens
-
Guided screening questions for each study, with eligibility tracked in Salesforce.
-
Visits & Scheduling
-
Slot-based scheduling across sites and coordinators.
-
Texting & CTMS Integration
-
Two-way texting, calling and live sync with your CTMS.
Our HubSpot Services
As a HubSpot Platinum Solutions Partner, we help you unlock the full power of HubSpot CRM. From implementation and data migration to Sales Hub, Service Hub, and Data Hub.
-
Data Hub
-
Sync your systems and eliminate busywork with data automation, workflow orchestration, and custom programmable actions.
-
CRM Implementation & Data Migration
-
Set up HubSpot CRM the right way with custom objects, pipelines, clean data migration, and comprehensive reporting.
-
Sales Hub
-
Streamline your sales process with deal tracking, pipeline management, task automation, and comprehensive analytics.
-
Service Hub
-
Elevate customer support through ticketing, a self-serve knowledge base, automated workflows, and service level tracking.
Testimonials
We have worked with hundreds of amazing clients
I've worked with hundreds of consulting firms over the years and Eustace has been one of the easiest to work with. They've been good, flexible partners.
Thomas Chase
COO @ Delta Dental of RI
Eustace Consulting was more than willing to educate us about how to be self-sufficient in the long run, which will save us money on consulting fees.
Hayim "Nahi" Simon
VP of Professional Services @ Dispatch
Eustace Consulting was terrific, very responsive and good at understanding our business and our pain points, then implementing solutions that weren’t quick fixes, but really solved issues and optimized processes.
Justin Bakes
CEO @ Forward Financing
The whole team at Eustace Consulting has been a pleasure to work with. We have used them for various projects, large and small, for the last several years. Every single task has exceeded expectations! I recommend Eustace to anyone who wants to implement Salesforce for their company.
Gilman Calsen
Co-founder @ MC10
What makes Eustace different than most vendors is they take the time to listen, ask questions, and offer alternative and in most cases more cost effective solutions. We have found a real partner with Chris and his team.
John DiGregorio
Director of Global Support @ BluJay Solutions
Ben was responsive and extremely knowledgeable about Salesforce. He had a lot of good feedback on issues we were trying to solve. His experience with Salesforce has been obvious throughout the project.
Sal Silva
COO @ I&I Property Management
The quality of Eustace’s work was excellent, they were responsive and documented everything they did so it would be easy for our developers to take over maintenance of Salesforce Knowledge.
Christie Morin
Director of Program Management @ CA Technologies
Learn more about how we work
Featured Customer
Thomas Chase
Delta Dental of RI
From the Blog
Get expert advice on how your CRM can work for you.
How We Accidentally Became a HubSpot Platinum Partner
Eustace Consulting HubSpot Platinum Partner
Automating Client Gift Fulfillment from HubSpot with Culture Shock
Culture Shock HubSpot integration