CRM & SalesOps
Get visibility into your pipeline, reps, and referral volume—without messy CRM data.
DxLogic helps commercial teams at diagnostic labs and CROs clean up their CRMs, design better sales workflows, and build dashboards that actually reflect how your lab grows. From lead to result, we connect your sales process to real revenue outcomes.
The Problem
You have a CRM—but it’s not telling you anything useful.
Most lab and CRO sales teams rely on tools like Salesforce or HubSpot that were never configured for diagnostics. What starts as a pipeline tracker quickly turns into a data graveyard:
❌ Reps log inconsistently—or not at all
❌ Sales stages don’t match how the lab really sells
❌ Forecasts are inaccurate and untrustworthy
❌ No visibility into referral behavior or volume risks
❌ Dashboards are broken, cluttered, or ignored
👉 You can’t drive growth if you can’t see what’s happening.
What We Deliver
We transform your CRM into a true commercial command center.
🧹 CRM Cleanup & Customization
We audit and clean your Salesforce, HubSpot, or Zoho CRM—removing bad data, fixing fields, and aligning it to your real sales process.
🗺️ Sales Workflow Design
We map your sales motion (territories, reps, test volume) and create custom stages, activity types, and automation rules that reflect how you actually operate.
📈 Referral Attribution & Volume Tracking
We set up infrastructure to track referring physicians, accounts, and order volume—not just “closed/won” deals—so you see where growth is coming from.
📊 Pipeline & Rep Dashboards
You get live dashboards for reps, managers, and leadership. Filter by region, product, referrer, or activity—and finally forecast with confidence.
🧭 How It Works
Our process combines workflow strategy, CRM execution, and ongoing optimization:
1️⃣ Discovery & CRM Audit
We assess your current tools, data model, and reporting structure.
2️⃣ Commercial Workflow Mapping
We work with sales leadership to define how the lab actually grows and how reps should be measured.
3️⃣ Implementation
We configure or reconfigure your CRM, build dashboards, and deploy our SalesOps toolkit.
4️⃣ Enablement & Support
We train your team, monitor usage, and continuously optimize for adoption and visibility.
📈 What You Get
🔹 Accurate pipeline and forecast reporting
🔹 Rep-level dashboards for accountability
🔹 Volume-based referral attribution tracking
🔹 CRM that aligns with test ordering behavior
🔹 Commercial infrastructure that scales
🧪 Case Study: Multi-State Genetic Testing Lab
“We had 14 reps logging calls manually, and no idea who was actually referring volume. DxLogic built us a CRM model that reflected our referral motion—and gave us rep dashboards in under 30 days.”
— VP of Commercial Operations, Precision Genetics Group
✅ Ready to Fix Your CRM?
We’ll show you exactly where the gaps are—and how to turn your CRM into a tool your sales team actually uses.
