Seamless Salesforce Workflows for
Life Sciences
At Capital S, we design Salesforce systems and supporting infrastructure tailored to the specific needs of life sciences companies — whether you're preparing for your first commercial launch, scaling post-approval, or expanding into new therapeutic areas.
Our team has supported launches from clinical development to commercialization and has helped scale organizations from zero to $250M+ in annual revenue
Multiple Platforms, one integration partner
- Health Cloud
- Sales Cloud
- Service Cloud
- CPQ
- Data Cloud
- Marketing Cloud
Capital S Life Science Solutions
Pharmaceuticals
- Build scalable CRM foundations for field and access teams
- Enable patient and HCP targeting through real-world data integration
- Route field team activities based on HCP prescribing patterns and facility location to optimize outreach and maximize therapy adoption
- Track payer engagement and specialty pharmacy partnerships
- Manage reimbursement workflows, co-pay support, and prior authorizations
Biotechnology
- Stand up pre-commercial infrastructure ahead of product launch
- Track clinical trial, Key Opinion Leader, and investigator relationships
- Support grant and investor reporting with customized dashboards
- Merge research, diagnostic, and CRM data for strategic insights
Medical Devices
- Manage IDN, GPO, and facility relationships
- Enable field service, training tracking, and device fulfillment workflows
- Route sales and service team activities based on facility, procedure volume, and equipment needs to streamline coverage and drive placement opportunities
- Build CPQ models for bundled equipment quoting
- Integrate specialty pharmacy or diagnostic networks where applicable
Want to learn more about our services?
Get In Touch With Our Team
Frequently Asked Questions
What Salesforce clouds have you implemented for life sciences companies, and how do they streamline operations?
We implement Salesforce Sales Cloud, Service Cloud, Health Cloud, and Marketing Cloud to help life sciences companies improve sales team efficiency, provider engagement, and regulatory compliance. These solutions help track HCP interactions, automate follow-ups, manage patient journeys, and centralize data for better decision-making.
Which external applications have you integrated with Salesforce for Life Sciences clients?
We integrate Salesforce with a variety of external applications to help life sciences companies streamline sales, compliance, and operations. These include:
- Insurance Verification & Prior Authorization Tools: Platforms like Surescripts and CoverMyMeds to automate prior authorizations, insurance benefit checks, and eligibility verification.
- Enterprise Resource Planning (ERP) Systems: Rootstock to unify manufacturing, distribution, and supply chain management.
- Human Capital Management (HCM) Systems: Sunrise HCM to manage payroll, benefits, and workforce operations.
- Healthcare Data & Market Intelligence: Norstella, Komodo Health, and Prognos Health to provide real-world data insights, payer intelligence, and predictive analytics for life sciences organizations.
- Analytics & Business Intelligence Platforms: Tableau and Power BI to provide real-time visibility into sales performance, provider engagement, and market trends.
- eSignature & Document Automation: Docusign and AdobeSign to facilitate contract management and compliance approvals.
- Marketing & Sales Engagement: Marketo, Salesloft, and ZoomInfo to support targeted outreach, provider engagement, and sales automation.
By integrating these platforms with Salesforce, we help life sciences companies centralize data, improve sales execution, enhance provider engagement, and maintain compliance.
How do you help field teams prioritize HCP outreach and territory management?
We design Salesforce workflows that allow commercial and access teams to prioritize HCPs, facilities, and specialty pharmacies based on real-world data — including prescribing patterns, diagnostic triggers, geographic coverage, and patient engagement signals. Using location-based lead routing and automated insights, we help field teams focus where they can have the most impact.
Can we expand our Salesforce system over time as our business grows?
Absolutely. We specialize in phased Salesforce deployments that start with critical functionality and expand as your commercial, medical affairs, and market access teams grow. Whether you need to add new data integrations, reporting layers, or field capabilities later, we build flexible foundations designed to scale with your business.
How have you integrated prior authorization and insurance benefit checks into Salesforce to enhance sales processes?
We help life sciences companies integrate real-time insurance verification and prior authorization tracking directly into Salesforce. This allows sales teams to qualify prospects faster, track benefit approvals, and optimize follow-ups based on payer responses. With automated workflows, reps can focus on high-value opportunities and ensure faster patient access to treatment.
Can Salesforce solutions improve the management of prescriptions and pharmacy operations?
Yes. We build Salesforce solutions for pharmacy services that allow teams to track prescriptions, monitor transfers, and coordinate with specialty pharmacies. By integrating prescription management platforms and pharmacy benefit managers (PBMs) with Salesforce, we help life sciences companies improve visibility, ensure compliance, and enhance patient support.
How do Salesforce integrations improve compliance and regulatory reporting for pharmaceutical companies?
Salesforce helps life sciences companies automate compliance tracking and generate real-time reports for regulatory agencies. We implement audit trails, role-based access, and secure data sharing to ensure compliance with HIPAA, GDPR, and industry regulations. By integrating with pharmacovigilance systems and reporting platforms, companies can quickly respond to regulatory inquiries and maintain accurate records.
