Salesforce Optimisation & Sales Training for Life Sciences
How solid is your pipeline, really?
BOOM Agency helps life sciences, pharma and biotech companies that already run Salesforce get it working as hard as their sales team does — through The Sales Success Formula™ sales training and hands-on Salesforce optimisation. Not a rebuild. Not generic automation. A CRM your team actually trusts.
You already have Salesforce. It's just not earning its keep.
This pattern shows up in almost every life sciences company we speak to:
- The system holds data, but the sales team doesn't trust it enough to work from it day to day.
- Pipeline stages exist on paper but don't reflect how deals actually move.
- Forecasting is still done from memory and instinct, because the CRM data isn't reliable enough to forecast from.
- Reports and dashboards were built once, for one person, and nobody else uses them.
- Quoting happens outside Salesforce entirely — in spreadsheets or standalone tools — so figures get keyed in twice and drift out of sync with what's actually in the CRM.
of Salesforce's available features typically go unused by the average organisation.
companies achieve strong Salesforce user adoption.
of CRM projects fail to meet their original objectives. The platform is rarely the problem — the configuration and change management around it are.
Two ways we help — often together
One methodology, applied through sales training and, where relevant, directly inside Salesforce.
The Sales Success Formula™
CRM-agnostic sales training delivered directly to your team. It fixes how you qualify, progress, forecast and close deals — regardless of which system you run on. Your team then implements the process into whatever CRM you already use.
Salesforce Optimisation
For clients already running Salesforce, we take the process fixed by The Sales Success Formula™ and build it directly into the platform, so the CRM reinforces the way your team now sells.
How Salesforce Optimisation works
The Audit
A structured diagnostic of how your Salesforce org is actually being used — pipeline accuracy, forecasting, reporting, automation coverage and real day-to-day adoption. A written findings report, useful whether or not you go further.
Deep-Dive Consulting
Rebuilding pipeline stages, reconfiguring reports and dashboards, and building native automation and workflows. A common, concrete win here is bringing quoting into Salesforce itself, so the numbers in a quote and the numbers in the pipeline are always the same.
Ongoing Optimisation Retainer
Keeping the system working as your business changes — new team members, new products, evolving reporting needs.
Built for life sciences — and those who serve it
Life sciences is our world — whether you're operating in it directly, or selling into it.
Life sciences companies
- Mid-market and scale-up life sciences companies that already run Salesforce but are underusing it
- University spin-outs roughly four to five years post-incorporation — old enough to have a real sales motion, young enough to still be commercially under-resourced
Companies that sell into life sciences
Any business whose customers are life sciences companies — a LIMS or lab software vendor, scientific instrumentation supplier, or a logistics provider specialising in life sciences. If your buyer is a pharma, biotech, or life sciences organisation, the sales cycle, buyer psychology, and Salesforce setup we work with will already be familiar territory.
Common questions
What does Salesforce optimisation actually involve?
It means reviewing how your existing Salesforce org is actually being used — pipeline stages, forecasting reliability, reports, data quality and automation coverage — then fixing what's broken and training your team so the changes stick. It's not a rebuild; it's making the platform you already own work properly.
Do you build Salesforce from scratch?
If you're not on Salesforce yet — moving over from another CRM, or setting one up for the first time as you scale commercially — yes, we can implement it from the ground up. If you're already running Salesforce, we don't rebuild it: the focus is optimising the org you already have, not starting again.
We don't use Salesforce — can you still help?
Yes. The Sales Success Formula™ sales training is CRM-agnostic — it fixes how your team sells, and you implement the process into whatever system you already run. Salesforce optimisation is where we go one step further for clients already on that platform.
How is this different from hiring a generic Salesforce consultant?
Most Salesforce consultants have never carried a sales quota in a regulated industry, and most regulated-sector sales professionals have never configured a CRM. We've done both — and we work exclusively with life sciences, pharma and biotech companies rather than treating the industry as one vertical among many.
Do you work with companies outside life sciences?
Life sciences is our focus — but that includes both companies operating within the sector and companies whose customers are life sciences organisations, such as LIMS vendors, scientific instrumentation suppliers, or life-sciences-specialist logistics providers. If your buyer is pharma, biotech, or life sciences, this is the right fit.
Ready to see what your Salesforce org could actually do?
A short conversation to see whether there's a fit — no pitch deck, no obligation.
Book a Call