How Cochrane built a unified CRM foundation for strategic growth with redk​

Cochrane partnered with redk to strengthen its CRM foundations and turn stakeholder data into a strategic organisational asset. By aligning data, processes, and digital strategy, the organisation gained clearer visibility, improved coordination, and a scalable platform to support long-term, insight-driven growth.

Objectives

Cochrane’s primary objective was to establish a strong, unifiedCRM foundation that could support its long-term strategic goalsand improve how it manages, understands, and engages with itsdiverse global stakeholders.​

The engagement focused on ensuring that the right data wascaptured, structured, and made accessible across teams,enabling better decision-making and more consistentengagement.​

At the same time, Cochrane sought to close the gap between itsbroader digital customer strategy and the tactical execution ofCRM processes, making SugarCRM the operational backbone ofits relationship management model.​

Strategic CRM alignment

Ensure that the CRM platform reflected Cochrane’s wider digital and organisational strategy.​

Centralised stakeholder data

Create a single, structured source of truth for stakeholder information to support insight-led decision-making.​

Improved data visibility

Enable teams to access consistent, reliable information across the organisation.​

Operationalising strategy

Translate high-level digital objectives into practical, repeatable CRM processes.​

Scalable CRM foundation

Build a platform capable of evolving with the organisation’s long-term needs.​

Challenges & Solutions

Cochrane faced structural and operational challenges that limited its ability to use CRM as a strategic asset. redk’s role was to address these challenges through a tailored SugarCRM implementation that aligned technology, data, and processes with Cochrane’s real-world operating model.​

Challenge
Solution
Desafio
  • Lack of a unified CRM foundation. Stakeholder data was not centralised or structured in a way that could support insight-led decisions.​
  • Difficulty connecting digital strategy with operational execution. Strategic objectives were not translated into actionable CRM workflows.​
  • Fragmented data limited visibility and made it harder to extract meaningful insight.​
  • CRM processes were not aligned with Cochrane’s real organisational model.​
  • Risk of building a system that could not evolve over time.​
Solución
  • redk designed and implemented a single, structured CRM foundation using SugarCRM, ensuring stakeholder data was captured, organised, and accessible in a consistent way.​
  • redk worked closely with Cochrane to transform strategic goals into practical, usable CRM processes aligned with how teams actually operate.​
  • SugarCRM was tailored to provide clearer stakeholder visibility, enabling teams to work from reliable, shared information.​
  • redk adapted SugarCRM to reflect Cochrane’s structure and workflows, ensuring adoption and long-term usability.​
  • A scalable, flexible CRM foundation was created to support future growth and organisational change​

Key Results

Through its collaboration with redk, Cochrane established a clear andcentralised CRM foundation that now supports its strategic objectives andlong-term stakeholder engagement approach. ​

Rather than simply implementing a new system, the project focused oncreating a structured, scalable platform that could evolve with theorganisation.​

This new foundation provides teams with consistent access to reliablestakeholder data, enabling clearer visibility, stronger internal alignment,and more informed decision-making. ​

By aligning CRM processes with Cochrane’s operating model, theorganisation moved away from fragmented data and disconnected activitiestowards a more coherent, insight-driven way of working.​

As a result, SugarCRM now acts as a future-ready platform that supportsongoing evolution, organisational alignment, and the effective use ofstakeholder insight over time.​

Industry
Healthcare
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Name Surname
Position, Company name
Our work with Cochrane was centred on building the right foundations before anything else. Rather than focusing on technology alone, we worked closely with their teams to ensure the CRM genuinely reflected their strategy, structure, and long-term goals.
Tom Jeanes
Head of Sales UK