Capital S Consulting
Salesforce CRM for Life Sciences to Find Patients Faster
Pharmaceutical, medical device, and rare disease firms buy lab and claims data but rarely take full advantage of it. We integrate it into Salesforce so you build better provider relationships, find the right patients faster, and improve patient outcomes
When Your Data
Never Reaches the Rep
Expensive Data Sits Unused
You license real-world data from IQVIA, Komodo Health, and claims feeds. It costs a fortune and it tells you which providers are treating patients who need your therapy. Then it sits in a separate platform, disconnected from the system your reps open every morning
Provider Conversations Stay Generic
Without those signals in the workflow, field and medical teams target by specialty and geography and fall back on broad disease education. The provider relationship never moves past the generic pitch, because the rep walks in without knowing which patients are actually in that practice
The Right Patients Go Unidentified
Patients show diagnostic signals months before a confirmed diagnosis, but nobody acts on them in time. Therapy starts late, outcomes suffer, and the revenue opportunity quietly disappears into a spreadsheet nobody opens
From the Data You Own to the Patients You Reach
Map Your Commercial and Medical Workflows
We sit with your field, commercial, and medical teams and map how they actually work, where compliance lines fall, and which real-world data should be driving each decision
Design Data-Driven Provider Engagement
We design how reps and medical teams should engage providers once the signals are in front of them, so outreach is specific and timely instead of a generic detailing cycle
Integrate Your Data Into Salesforce
We build the integrations that pull IQVIA, Komodo, lab, and claims data into Salesforce, with tokenization that protects patient identity. The signals you already pay for land where your teams work
Measure Patients and Outcomes
We track what matters: time from patient identification to therapy start, provider engagement, and territory efficiency. As your therapy and team grow, we keep tuning the system around the results
Adam Ryan, CEO // WorkweekWhen three other firms said our integration was impossible, Capital S asked 'how soon do you need it?'
Industries We Serve
Life Sciences
Put your lab and claims data to work in Salesforce: better provider relationships, faster patient identification, and improved outcomes across pharma, medical device, and rare disease teams
Pharmaceuticals
Find the right patients faster with AI-driven identification from real-world data, and move field teams from generic outreach to data-driven provider engagement
Medical Devices
Track every device across its lifecycle and every patient who uses one, from rep visit and procedure through delivery and post-market surveillance
Private Equity
Replace the deal-pipeline spreadsheets, the LP commitment tracker, and the portfolio reporting workbook with one CRM that handles all three
Government
Run constituent services, grant management, and program oversight on workflows built for public-sector reality, not commercial sales pipelines
Higher Education
Connect admissions, student engagement, and advising on a single system so applicants don't fall through the cracks between offices
We understand operations
before we touch technology
Most consulting firms split into two camps. Strategy people who don't ship code, and implementers who don't question the process. We do both, which is why our work tends to fix the operational problem instead of just deploying software around it.
Work With UsWhy Organizations Choose Capital S
Proven Pharma, Rare Disease, and Medical Device Expertise
This is the work we do every day. We have helped pharmaceutical, rare disease, and medical device firms stand up the CRM that finds patients, supports providers, and scales with a therapy from first launch through national use. You are not our first life sciences client, and the patterns that trip up generic implementers are ones we have already solved
Understanding Complex Operations
Pharma commercial and medical separation, real-world data and patient privacy, medical device post-market surveillance, and the compliance lines that run through all of it. We've worked across regulated life sciences operations long enough to design workflows that respect the real constraints rather than fighting them in implementation
Data Integration and Warehousing
We stand up an AWS data warehouse as the integration layer, then build the ETL pipelines that ingest, validate, and normalize claims, prescription, and payer data from vendors like IQVIA and Komodo before it flows into Salesforce. Your teams work from one harmonized source instead of re-keying between disconnected systems, and the numbers in one platform match the numbers in the next
Trusted by Industry Leaders
Capital S transformed how our commercial and medical teams operate - seamlessly integrating workflows while maintaining the compliance firewall we require. Deep pharma expertise delivered flawlessly.
Executive, Pharmaceutical IndustryWe brought Capital S in before our device was even commercially available. They stood up the systems we needed to launch and scaled them with us at every stage. Today the platform supports more than 24,000 patients across the United States. A true partner from day one.
Head of IT, Medical Device IndustryFrequently Asked Questions
What kind of firms does Capital S work with?
Our primary focus is life sciences. We build Salesforce CRM for life sciences firms across pharmaceutical, medical device, rare disease, and diagnostics, integrating the real-world data these teams already buy, supporting provider engagement, and meeting the compliance requirements that come with regulated commercial work.
We also work in private equity, government, and higher education, but life sciences is where most of our work is concentrated, and where our experience with real-world data, patient identification, and regulatory compliance runs deepest.
We already buy lab and claims data. How do you put it to use?
Most life sciences firms already license data from IQVIA, Komodo Health, Prognos, and claims feeds, then leave it sitting in a platform their reps never open. We build the integrations that pull that data into Salesforce through secure pipelines, with tokenization that protects patient identity, so the signals land where your teams actually work.
From there, AI lead scoring learns which diagnostic patterns predict a patient who needs your therapy and surfaces the providers treating them. Reps stop working static specialty lists and start having patient-specific conversations.
Do you work with rare disease firms setting up their first CRM?
Yes. Rare disease and emerging firms are a core focus. We stand up the first commercial CRM, integrate the real-world data that surfaces a small and scattered patient population, and give medical affairs equal standing with commercial from day one.
We keep the system lean enough for a first commercial team to actually use, then scale it as the therapy grows. The goal is to find patients now, not to ship a platform that sits unused while you launch.
How do you keep medical and commercial teams separate and stay compliant?
We configure role-based and field-level security so medical content stays invisible to commercial teams while both share the same provider contact details. Commercial cannot see scientific exchange records, and medical cannot see sales targets, but no one is working from a different version of the provider.
Immutable audit trails document who accessed what for FDA and regulatory inspections, pharmacovigilance and consent workflows are built in, and HIPAA compliance is maintained through tokenization of patient data. The separation regulators require is enforced by the system, not by policy alone.
Why Salesforce instead of Veeva for life sciences?
Salesforce gives you full customization of territory models, provider engagement, and compliance workflows, shorter contract terms, and broad integration with real-world data and market access tools. Veeva offers life sciences specific features but enforces predefined workflows and multi-year contracts, and is migrating off its original Salesforce infrastructure, which creates uncertainty about future integration.
Firms that need their CRM to match a unique commercial strategy, or that are setting up their first system, usually prefer the flexibility of Salesforce. We help you weigh the tradeoff for your specific therapeutic area and team rather than pushing one answer.
Do you work with existing CRM systems or only new builds?
Both. Many clients already run Salesforce and need better configuration, new integrations, or process cleanup rather than a rebuild. We start by assessing what is working, and we have told firms their current org is fine and they just need targeted improvement.
When a first build is needed, we stand up the full system, from real-world data integration through provider engagement and compliance. We also handle ongoing managed services once you are live, so the platform keeps pace as your therapy and team grow.
How long does a life sciences CRM implementation take?
Implementation typically runs 8 to 12 weeks per functional team, with commercial operations and medical affairs rolled out sequentially rather than all at once. That phased approach gives each group time to adopt their workflows before the next group comes online.
Simpler integrations move faster, while a full build with multiple real-world data integrations, AI lead scoring, and compliance workflows takes longer. We give you a realistic estimate during discovery, and we ship working functionality in phases instead of holding everything for one launch.