Clinical Trials for HubSpot & Salesforce

Clinical Trials for HubSpot & Salesforce is a product by Bracken that integrates public clinical trial data from ClinicalTrials.gov directly into HubSpot or Salesforce CRM environments. It is designed for life sciences sales, marketing, and operations teams who need access to clinical trial intelligence without leaving their existing CRM workflows.

The tool adds clinical trial, sponsor, and site records to the CRM, associates them with existing company records, and enables search, reporting, automation, and segmentation based on clinical trial data. It does not require separate software or a distinct login to a market intelligence platform.

Key Features

• Enhanced Sales Intelligence: ClinicalTrials.gov data is tied directly to company records within the CRM, allowing users to see what prospects and clients are working on without switching platforms.
• Sales Timing: Users can track where trials and sponsors are in their research pipelines and receive automated alerts when new activity occurs.
• Consolidated Workflow: Sales and analysis can be conducted in one place, removing the need to log into separate market intelligence tools and eliminating manual data entry.
• Business Process Automation: The integration enables automation of processes based on clinical trial logic, including lead-routing, lead scoring, and sales team alerts.
• Reporting and Dashboards: Users can build executive-level reports and dashboards about clinical trial activity and sales performance using native HubSpot or Salesforce reporting tools.

How It Works

1. Data Goes into Your CRM: Clinical trial, sponsor, and site data sourced from ClinicalTrials.gov is loaded into the CRM. New trial, site, and company records are created, and existing company records are associated with applicable trial records.
2. Business Development Reps Go Hunting: Business development teams can use clinical trial logic to build account lists or personalise lead outreach directly within the CRM.
3. Account Execs Map Their Accounts: Account executives can associate opportunities to clinical trials, sites, and companies, mapping deals to the database objects that influence revenue.
4. Sales Managers Unlock New Intel: Sales managers can view their pipeline segmented by therapeutic area, trial phase, patient enrollment goals, and other clinical trial attributes.
5. Marketing Does Smarter Segmentation: Marketing teams can apply clinical trial logic to email marketing, advertising, and automated workflows.
6. Sales Ops Builds Better Automation: Sales operations teams can automate lead-routing, lead scoring, and alerts based on clinical trial data points.
7. Everyone Becomes a Reporting Expert: All team members can use native CRM reporting to build market intelligence dashboards based on clinical trial activity.

Clinical Trials for HubSpot & Salesforce is currently available for HubSpot, Salesforce, or via custom implementation. No additional software installation or separate platform access is required beyond the existing CRM.