Tailored Salesforce Solutions for Life Sciences and Private Equity Firms

At Capital S Consulting, we specialize in Salesforce integrations that seamlessly connect your CRM, data, analytics, and operational systems to create a unified, intelligent business environment

Rapid, Iterative Approach

Our agile implementation approach can have your CRM system running in weeks - not months - allowing your team to focus on driving the business forward

Consistent, High-Impact Solutions

Our portfolio of transformative projects showcases measurable improvements in efficiency, revenue growth, and compliance for industry-leading clients.

Powering teams across Life Sciences and Private Equity with industry-specific CRM solutions

Why Choose Capital S?

We are a trusted partner for Salesforce CRM implementation and custom software development, delivering tailored solutions that meet our customers' needs

Custom Software Solutions

In addition to Salesforce CRM services, we develop custom software solutions designed to address your organization's unique challenges and objectives

Industry Expertise

We design systems that address your company's unique challenges while drawing on our industry expertise to anticipate future needs

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Systems That Evolve With Your Business

We can provide continuous support post-implementation, ensuring your software systems continue to serve you as your business needs change over time

Seamless Integration

Our solutions are designed for effortless integration with your existing infrastructure, ensuring a seamless transition and compatibility with your existing tools

Scalable Solutions

Our flexible, post-implementation support ensures your system stays optimized, secure, and ready to scale—whether you're expanding teams, integrating new tools, or automating workflows.

Industries we serve

Specializing in Saleforce Sales, Service, and Health Clouds, we serve diverse customers with customized IT solutions that tackle unique challenges and leverage opportunities for growth

Pharamaceuticals

We assist pharmaceutical firms in managing healthcare provider engagement, ensuring regulatory compliance, and streamlining commercial and medical operations

Private Equity

Our solutions allow Private Equity firms to leverage data-driven insights to optimize due diligence on targets, monitor performance of portfolio companies, and maximize returns.

Medical Devices

Our tailored Salesforce CRM solutions assist medical device manufacturers in navigating complex sales cycles, maintaining regulatory compliance, and enhancing post-market service management

Customer Testimonials

Dozens of Happy Clients

Over the last 3 years, more than 85% of our business has come from repeat clients or referrals

When others said it couldn't be done, Capital S asked "how soon do you need it?". These guys think outside the box and consistently deliver results head and shoulders above other implementation firms.

Adam Ryan, CEO - Workweek

We needed a Salesforce implementation that was both seamless and tailored to our firm's needs. Capital S Consulting delivered exactly that—on time, with precision, and with a deep understanding of our business processes. Their expertise and commitment made the transition smooth, and we saw immediate improvements in efficiency and data management.

Executive, Pharmaceutical Industry

Our successful transition to a new CRM system is a testament to the extraordinary support and expertise provided by Capital S. Their team not only guided us through the implementation process but assisted us on all future projects allowing us to continually augment the platform to create an ideal CRM environment for our team

Ashley S - Main Street Capital

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Frequently Asked Questions

What Salesforce products do you specialize in?

We work with Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Financial Services Cloud, Health Cloud, and CPQ. Our team has extensive experience helping life sciences & financial services firms, particularly within private equity, implement and optimize Salesforce to fit their needs. We’ve also delivered solutions for industrials, energy, oil & gas, and banking clients, ensuring their systems are built to scale.

Can you help migrate our old CRM or legacy system into Salesforce?

Yes! We help businesses move from legacy CRMs, spreadsheets, and industry-specific platforms to Salesforce while keeping data intact and workflows running smoothly. Whether you're in pharmaceuticals tracking provider relationships, financial services marketing to clients, tracking investment performance, or private equity overseeing deals, we make the switch seamless and efficient.

Can you connect external applications, like financial tools or data warehouses, to Salesforce?

Absolutely. We integrate Salesforce with financial reporting platforms, investment management tools, regulatory compliance software, ERP systems, marketing automation platforms, and analytics tools to create a seamless data flow. Whether you need to track provider interactions, manage client data, or automate financial reporting, we ensure Salesforce works smoothly with your existing systems.

Do you provide custom development and automation within Salesforce?

Yes. We build custom Salesforce apps, automated workflows, AI-powered analytics, and real-time dashboards to help businesses work smarter. From automating provider engagement for life sciences to tracking deals and compliance for financial services, we create solutions that make Salesforce more efficient.

What industries have you worked with for Salesforce implementations?

We’ve delivered Salesforce solutions for life sciences, financial services, and private equity firms, helping them improve sales, compliance, and operations. We’ve also worked with industrials, energy, oil & gas, and banking, and wealth management clients, designing systems that connect teams, data, and processes more effectively.