Genomics research doesn't run on quarterly cycles. A single multi-omics project can span years — from initial sample submission through sequencing, bioinformatics analysis, and final data delivery — with a client relationship that evolves continuously across that arc. Managing those relationships at scale, across research institutions, biotech companies, breeding organizations, and pharmaceutical firms, demands a commercial platform built for scientific complexity.
BMKGENE (Biomarker Technologies) is one of the world's leading providers of multi-omics sequencing services and single-cell and spatial omics instruments. With operations across China, Europe, and beyond, and R&D teams composed primarily of PhD and Master-level scientists, BMKGENE serves the global life sciences community with services spanning genomics, transcriptomics, epigenetics, single-cell omics, proteomics, and metabolomics.
The company's platform portfolio includes Illumina, PacBio, Nanopore, MGI, GeneMind, and its proprietary BMKMANU spatial omics instruments — alongside its self-developed BMKCloud bioinformatics analysis platform and fully automated Bailing Laboratory production line.
Thousands of research papers enabled by BMKGENE's services have appeared in Cell, Nature, and Science, with a cumulative impact factor exceeding 10,000.At this level of scientific and commercial scale, the question was never whether BMKGENE needed a robust CRM. The question was whether its existing system could keep up.
The Challenge
BMKGENE had operated on Salesforce for seven years. Over that time, the business had grown substantially — more clients, more project types, more geographies, and a more complex organizational structure spanning both its technology services and intelligent manufacturing divisions. Three interconnected problems had accumulated:
- Collaboration silos across functions. Sales, scientific service delivery, and finance teams operated with limited visibility into each other's workflows. For long-cycle scientific projects — where a single engagement might involve multiple teams, custom analysis pipelines, and extended delivery timelines — the absence of a unified system created coordination friction that slowed response times and introduced errors at handoff points.
- System performance and scalability constraints. As data volumes grew, so did the operational burden of maintaining and scaling the Salesforce environment. System performance bottlenecks and rising infrastructure costs had become a structural drag on the business.
- End-of-service deadline. Salesforce's service contract was approaching its end, creating a hard timeline for migration. With millions of records, 70–80GB of attachments, 70,000+ contracts, and seven years of activity history to transfer — alongside a live U8 ERP integration and multiple downstream system dependencies — the migration was a significant engineering undertaking with no margin for delay.
The Solution
BMKGENE selected ShareCRM following a structured evaluation, deploying a purpose-built CRM architecture designed around the operational realities of a global scientific services business. The implementation ran from October 2024 through March 2025, with the production system going live on schedule.
Unified Customer Data Centre
ShareCRM established a consolidated customer intelligence layer covering BMKGENE's multi-tier client base — research institutions, universities, biotech companies, pharmaceutical firms, and agricultural breeding organizations. Multi-level account relationships and contact hierarchies are managed within a single platform, giving commercial teams a complete and accurate picture of every client relationship regardless of engagement history or project complexity.
End-to-End Research Service Management
The CRM was designed to support the full lifecycle of BMKGENE's scientific service engagements — from initial inquiry and project scoping through sample processing, sequencing, bioinformatics delivery, and post-project follow-up. For long-duration research collaborations, project progress is now visible in real time across all involved teams, eliminating the communication gaps that had previously required manual coordination between sales and delivery functions.
Finance-Business Integration Engine
Business and financial data flows are unified within ShareCRM, with bidirectional integration to BMKGENE's U8 ERP system and multiple additional platforms. Revenue tracking, contract management, and receivables are connected to front-end sales activity — giving finance and management leadership a single, coherent view of commercial performance.
Research Materials Digital Management
Scientific consumables, reagents, and instrument-related materials are now tracked within the CRM, connecting procurement and inventory data to client project records and enabling more accurate cost attribution and resource planning.
Salesforce Migration
The data migration itself was executed in three phases across five months: test environment simulation (2–4 weeks), production environment import (2–3 weeks), and live system validation (1 week). The migration scope covered organizational structure, all core business objects (customers, contacts, opportunities, quotations, contracts, activity records), 70–80GB of attachments and unstructured data, system integration configurations, and field history change logs — with a Salesforce connector enabling automated synchronization for incremental data capture during the parallel operation window.
The Results
- On-schedule migration of seven years of Salesforce data. Millions of records, 70,000+ contracts, and 70–80GB of attachments were successfully transferred to ShareCRM with data integrity maintained — within the hard December 2024 deadline.
- Collaboration barriers eliminated. Cross-functional visibility across sales, scientific service delivery, and finance has replaced the siloed workflows that had previously slowed coordination on complex, long-cycle research projects.
- Faster client service response and improved opportunity conversion. With a unified platform connecting client data, project status, and commercial pipeline, BMKGENE's teams can respond to client needs and act on commercial opportunities with greater speed and fewer handoff failures.
- Reduced system operating costs. Transitioning from Salesforce to ShareCRM delivered meaningful cost savings on licensing and infrastructure — directly improving the unit economics of BMKGENE's commercial operations.
- Foundation for AI-enabled scientific services. ShareCRM's deployment establishes the data infrastructure for BMKGENE's next strategic horizon: the integration of large AI models into genome interpretation, precision medicine recommendation, and broader life sciences research workflows — part of the company's "technology for all" mission to accelerate global scientific discovery.
Conclusion
For a company whose work appears in the pages of Cell, Nature, and Science, operational excellence is inseparable from scientific credibility. BMKGENE's migration from Salesforce to ShareCRM was more than a system change — it was a deliberate investment in the commercial infrastructure needed to support a global, AI-enabled scientific services business at the next level of scale.
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