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
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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 Capital 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.
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
Dozens of Happy Clients
Over the last 3 years, more than 85% of our business has come from repeat clients or referrals
When three other firms said our integration was impossible, Capital S asked 'how soon do you need it?' They think outside the box and consistently deliver results that put them head and shoulders above other firms. I'd recommend them 10/10 times.
Adam Ryan, CEO - Workweek
Capital S transformed how our commercial and medical teams operate - seamlessly integrating workflows while maintaining the compliance firewall we require. Their system helps us prioritize HCP engagement based on actual patient data and has dramatically improved our medical information response times. Deep pharma expertise delivered flawlessly.
Executive, Pharmaceutical Industry
We've worked with Capital S since 2018, replacing our patchwork of spreadsheets and DealCloud with a unified Salesforce platform that manages our deal flow, LP relations, and portfolio tracking. They've also become our go-to technology partner for portfolio companies - the kind of strategic partnership that keeps delivering value across our entire portfolio.
Ashley S. - Main Street Capital
Want to learn more about our services?
Get In Touch With Our Team
Frequently Asked Questions
Why Would Private Equity and Venture Capital Firms Use a CRM System?
Private equity and venture capital firms manage complex relationships that extend beyond traditional sales. Deal teams coordinate sourcing, diligence, and portfolio oversight. General partners need visibility into the pipeline and clear records of LP communications. Investor relations teams handle fundraising and SEC compliance documentation. A CRM system centralizes all of this - replacing spreadsheets and email chains. Many firms also integrate platforms like PitchBook with Salesforce to enhance deal sourcing.
Why Do Pharmaceutical Companies Use CRM Beyond Sales Teams?
Most pharmaceutical companies start with Salesforce to support commercial teams in managing HCP relationships and coordinating field activities. By integrating lab signals, these teams can identify HCPs actively treating patients with conditions their therapies address—shifting from broad territory coverage to targeted engagement with relevant providers. Medical affairs teams represent a natural expansion opportunity, using separate CRM systems to manage KOL relationships and scientific communications.
How Is Capital S Consulting Different From Other Salesforce Implementation Firms?
We combine industry understanding with deep discovery of your specific business - before implementation begins. Most firms learn about your business as they go. We've worked with private equity firms, pharmaceutical companies, medtech, manufacturing, and financial services institutions. This experience helps us anticipate common challenges and regulatory considerations upfront, instead of discovering them mid-project.
How Do You Handle Integrations With Existing Business Systems?
Integration needs vary by industry. Private equity firms often connect fund administration platforms, document management systems, and market intelligence tools. Pharmaceutical companies require integration with clinical trial systems, regulatory databases, and medical content libraries. Manufacturing clients need ERP connectivity, while financial services firms require compliance platform integration. We tailor each connection to your actual business processes.
Do You Build Advanced Applications Beyond Standard Salesforce Features?
Yes - we develop specialized applications that go beyond standard Salesforce functionality. For private equity clients, we've built tools for LP outreach, capital calls, data rooms, portfolio monitoring, and deal tracking. We've also created fundraising tools that integrate with Preqin to help firms identify investors actively seeking to deploy capital in specific sectors. For pharmaceutical clients, we build systems that integrate lab signals to identify HCPs treating relevant patient populations, automate medical information request routing, and track KOL engagement with compliance features.
What Industries Do You Work With Beyond Private Equity and Life Sciences?
While private equity and life sciences represent our deepest experience, we've also worked with manufacturing, financial services, commercial banking, and wealth management firms. Each industry brings unique challenges and regulatory considerations that shape our approach.
How Do You Ensure Implementations Work for Specific Business Needs?
We begin with robust discovery to understand your business, existing tools, and team processes. We work in agile sprints to demonstrate functionality frequently and gather feedback. This iterative approach adapts the system to your operations instead of forcing your business to change. Our goal to configure Salesforce to support how your teams actually work.
