Klick Health
45% improvement in forecast accuracy and 12% win rate increase with scalable Salesforce Sales Cloud rollout.
Industry: Advertising Services (Life Sciences Commercialization)
Client Profile: $510M total annual revenue, 2,000 employees, 20+ years in life sciences marketing
Project & Partners: Salesforce Sales Cloud global launch, Slack integration
Key Results
- 45% improvement in forecast accuracy
- 12% increase in measured win rate
- 125 users onboarded in 4 months (from 10-user pilot)
About the Client
Klick has been a trusted commercial advisor to life sciences organizations for over 20 years. They specialize in launching and supporting client brands to help them achieve full market potential.
Client Voice
"ShadowRock has been an invaluable partner in our Salesforce transition. Their team quickly understood our business needs and guided us to customized solutions. Within months, our team became self-sufficient with Salesforce, and their responsiveness and commitment to our success were unparalleled."
Frank Jonke, Director, Sales Operations at Klick
Klick improved forecast accuracy by 45% and win rates by 12% with a structured Salesforce rollout. If your sales operations feel chaotic, let's build a system that scales with your growth.
Want to turn your sales team into a predictable revenue engine?
The Challenge
Klick's sales team was performing well, but rapid growth exposed weaknesses in their revenue operations. Forecasting was inconsistent across business units. Pipeline visibility was limited.
Strategic Risk
Without a unified sales process, leadership couldn't confidently predict quarterly performance. For a company growing aggressively in the competitive life sciences marketing space, these gaps created real risk: missed hiring targets, misallocated resources, and uncertainty in strategic planning.
The Need
Klick needed a repeatable sales framework that could scale with the business and give executives real-time visibility into revenue performance.
The Solution
The engagement focused on a global Salesforce Sales Cloud rollout, starting with a 10-user pilot and scaling to 125 active users in four months.
Unified Sales Process
The team worked with Klick to define a single sales process that worked across all business units. This meant standardizing stages, qualification criteria, and forecasting methodology so that every deal followed the same progression.
Data Migration & Slack Integration
Existing sales data was migrated into Salesforce, giving the team historical context and a clean starting point. A Slack integration was built to push real-time deal updates into relevant channels, keeping account teams informed without requiring them to log into Salesforce constantly.
Executive Analytics
Analytics dashboards were configured to surface forecast accuracy, pipeline gaps, and key performance indicators at both the executive and divisional levels. This gave leadership the visibility they needed to make data-driven decisions.
Self-Sufficiency
The sales operations team was trained to manage Salesforce administration independently, reducing ongoing reliance on external support.
The Results
By the Numbers
- 45% improvement in forecast accuracy
- 12% increase in measured win rate
- 125 users onboarded from a 10-user pilot in just 4 months
Strategic Impact
For a $510M company, even a 5% improvement in forecast accuracy can mean millions of dollars in better resource allocation. The 45% improvement transformed how leadership plans.
Beyond the numbers, Klick gained a consistent, repeatable approach to revenue operations. Executives and division leaders now have transparent KPIs, and the sales team has a system that supports them rather than slows them down.
The four-month rollout from pilot to full deployment demonstrated that large-scale CRM initiatives can move quickly when the process is well-structured and the team is committed.
Klick improved forecast accuracy by 45% and win rates by 12% with a structured Salesforce rollout. If your sales operations feel chaotic, let's build a system that scales with your growth.
Want to turn your sales team into a predictable revenue engine?