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 sitting 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 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 work day to day, 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
One Platform, Built in Sequence
A rare disease or pharma launch needs more than a CRM. We design, build, and run the full commercial platform, and each piece can stand alone or come online as your launch date approaches, on Salesforce Sales Cloud or Life Sciences Cloud depending on your requirements, with an AWS data warehouse at the center
Launch Scoping and Vendor Selection
Hub, specialty pharmacy, and 3PL RFPs shaped and evaluated with you, a process flow and system-of-record map across every partner, and a written risk assessment before the build starts
Medical Affairs CRM
KOL tracking, scientific interaction logging, MSL territory planning, and medical information request handling, separated from commercial by a firewall your compliance team can stand behind
Commercial Data Warehouse
An AWS warehouse that ingests, validates, and normalizes your claims, prescription, and lab data feeds, built vendor-neutral so it outlasts any single partner decision
Patient Services and Hub Integration
Case status across your hub, pharmacies, and copay programs, flowing into your CRM and dashboards, shaped to the operating model your program chooses
Specialty Pharmacy Integration
Dispense, shipment, and refill feeds from each pharmacy, EDI 852 and 867 channel data, and one consolidated view across partners instead of a tab per pharmacy
Commercial CRM and Field Force
Territories, tiered target lists, call planning, compliant rep email, and payer mix visibility, ready for your reps on day one
HCP Targeting and Analytics
Historical claims analysis, payer targeting and profiling, and tiering criteria defined with your commercial team, delivered as a target list mapped to balanced territories before reps hit the field
Patient-Level Targeting
As patients start therapy, their de-identified diagnostic history trains the signals that point your field to the providers most likely to see the next patient, refreshed with every data cycle
Executive // Pharmaceutical IndustryTheir system helps us prioritize HCP engagement based on actual patient data and has dramatically improved our medical information response times
Industries We Serve
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
Rare Disease
Stand up the first commercial platform for a rare or ultra rare disease launch, find scattered patients in real-world data, and support medical affairs and patient services from day one
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
Targeting That Gets Smarter
With Every Patient
Most consultancies get a commercial team to HCP or institution-level targeting and stop there. We go to the patient. Our systems bring your field a refreshed set of leads as often as every week, and as more patients start therapy the signals get sharper and the targeting gets more precise. We work with your team to keep refining the model as the program matures, and we build the whole platform around it: the CRM, the patient services and pharmacy integrations, the data warehouse, and the analytics
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
Launch Is the Start of Operations
Go-live opens the operating window, it does not close the project. We keep running the platform after launch: every data feed and refresh cycle monitored, territories and target lists maintained, dashboards for sales, medical, and leadership, partner integrations kept current, and enhancement releases that build out the MVP as the program matures
A Patient Pipeline That Refreshes and Learns
We stand up the warehouse and the data feeds, but that is plumbing, not the point. What you get is a pipeline of potential patients that refreshes whenever new data arrives, weekly, monthly, or quarterly, and pushes directly into Salesforce. The system learns as it runs: every confirmed diagnosis and therapy start deepens the diagnostic history, so it spots patients earlier and earlier, and your team is in front of the right providers to get the right patients on the right therapy sooner
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 arrive in the system your teams already use.
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 points to 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 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 system itself enforces the separation regulators require.
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?
For a launch program, the representative sequence runs about nine months from launch readiness. Nine to seven months out: launch scoping and vendor selection, the medical affairs CRM, and the data warehouse stand-up. Eight to five months out: historical claims analysis feeding early targeting and payer profiling. Six to one month out: patient services, the commercial CRM delivered MVP-first, and the partner and data-vendor integrations. The last three months: HCP targeting and territories loaded, recurring analytics and dashboards live. The order matters more than the dates: the warehouse before targeting, vendor selections before partner integrations, the target list before reps go live.
That timeline moves faster with strong involvement from your side: decisions made when they come up, data and system access provided on time, and the right people in the weekly working sessions. A single-team CRM build, commercial only or medical only, runs closer to 8 to 12 weeks. We give you a realistic plan during scoping and ship working functionality in phases instead of holding everything for one launch.