Ledgeview Partners Case StudyPreventionGenetics, a clinical DNA testing laboratory founded in 2004 in Marshfield, WI, provides patients with sequencing and deletion/duplication tests for nearly all clinically relevant genes.

They operate primarily as business-to-business (B2B) with diagnosis testing as their focus.

In their recent history, PreventionGenetics saw a new need evolve for a CRM Solution that would better match their needs for smoother processes.

PreventionGenetics realized a lack of compatibility with integrations in their current CRM solution, which triggered them to seek out other options.

Users were becoming frustrated with their solution, and PreventionGenetics was losing CRM User Adoption.

Rachel Reed, Marketing Manager at PreventionGenetics, says the team needed a new CRM Solution that would enable their day-to-day processes to become more efficient.

As the company’s CRM Administrative Lead, Reed was in charge of the evaluation process of selecting and implementing a new CRM Solution.

Deciding on Salesforce came fairly easy for Reed and her team at PreventionGenetics after Reed conducted a simple Google Search.

Reed discovered Salesforce’s partnership with Google and knew it would enable the seamless integrations she and her team were looking for.

After selecting Salesforce, she reached out to Ledgeview, who she had become familiar with through her own professional network.

Reed knew Ledgeview offered Salesforce implementation and support and saw moving to Salesforce with Ledgeview as another quick win for PreventionGenetics.

This was just the start of their streak of benefits with Salesforce, though.

With PreventionGenetics’ old CRM Solution, Reed says only about 20, to 40% of Users were adopting the system, but now, with Salesforce and Ledgeview, PreventionGenetics is closer to 80%.

The solution was an easy fix for PreventionGenetics and Ledgeview given Ledgeview’s prior knowledge of PreventionGenetics’ industry and Reed’s clear vision for a CRM project implementation end-result.

“I was the biggest advocate for the switch, encouraging the ease of use for end users, and the Salesforce product really came through,” Reed says.

With increased utilization that Reed says will make their future sales and marketing efforts more efficient, she affirms, “We are really picking up the pace with Salesforce.”

PreventionGenetics sees potential in increasing their CRM User base beyond their sales and marketing teams in the future given its vast benefits.

Learn more about how Prevention Genetics uses Salesforce and works with Ledgeview to meet their integration needs such as with email and marketing automation, increase user adoption, encourage inter-departmental collaboration and more.

Get the full case study here.

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