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 $500M+ in annual revenue

Multiple Platforms, one integration partner

Health Cloud
Sales Cloud
Service Cloud
CPQ
Data Cloud
Marketing Cloud

Pharmaceuticals

Commercial and medical affairs teams need unified visibility across launch readiness, HCP engagement, and regulatory compliance

We configure Salesforce to orchestrate everything from medical communications to post-market surveillance

Unified Commercial Launch Orchestration

Coordinate field medical, commercial, and regulatory teams with integrated HCP engagement tracking, launch readiness metrics, and compliance reporting

Medical Affairs and KOL Relationship Management

Centralize Key Opinion Leader interactions, advisory board management, and medical inquiry tracking for real-time compliance and strategic insights

Post-Market Surveillance and Pharmacovigilance Integration

Connect adverse event reporting, product complaints, and regulatory submissions through automated workflows and audit-ready documentation

Biotechnology Research Organizations

Clinical‑stage biotechs run on speed and precision

Our Salesforce blueprints connect investigators, trial data, and quality records so your team hits milestones and stays audit‑ready

Clinical Operations and Site Management

Streamline investigator recruitment, site activation, and clinical data coordination with integrated CRO management and regulatory milestone tracking

Integrated Quality and Regulatory Management

Connect clinical data management, regulatory submissions, and quality systems for FDA-ready documentation and accelerated approval pathways

Strategic Partnership and Business Development

Manage licensing opportunities, investor relations, and partnership pipelines with unified data from clinical, regulatory, and commercial teams

Medical Devices

Whether pursuing 510(k) clearance for Class II devices or PMA approval for Class III innovations, device manufacturers need integrated visibility across regulatory pathways, quality systems, and commercial operations

We embed these capabilities - and more - directly within Salesforce

Regulatory Submission and Quality Management

Integrate FDA submission tracking, quality events, and post-market surveillance with automated CAPA workflows and audit-ready documentation

Unified Commercial Operations and Supply Chain

Connect your CRM and ERP systems to manage distributor relationships, inventory allocation, and quality holds across markets

Post-Market Clinical Evidence and Real-World Data

Coordinate post-market studies, MDR reporting, and real-world evidence collection for regulatory compliance and market expansion

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.

Seamless Salesforce Workflows forLife Sciences