CRM Consulting for Healthcare & Life Sciences

Trusted by healthcare and life sciences leaders

GammaTile Medical Technologies

Allucent Global CRO

Connecticut Children's Foundation

Masa Global Health Membership

How we pick

HubSpot, Salesforce, or both?

There's no universal answer. The right platform depends on your stage, regulatory weight, the systems you already run, and where you need to be in three years. Roughly how we think about it:

HubSpot tends to fit when

Move fast, close loops.

You're commercial-stage; marketing and sales work closely
You want marketing automation, content, and CRM in one place
Moderate compliance footprint, not deeply regulated sales
Launching in weeks, not quarters
Healthcare nonprofit, mid-market device, or patient-facing service

Salesforce tends to fit when

Enterprise scale, regulated ground.

Enterprise scale, or growing into it
Regulated sales (Sunshine Act, AdvaMed, GxP-adjacent)
Already running Veeva, Health Cloud, or Nonprofit Cloud
Deep customization, complex permissions, audit controls
Integrating with EHRs, clinical systems, enterprise stacks

Both, integrated, when

The buyer journey crosses a line.

HubSpot for marketing, Salesforce for pipeline and compliance
Scaling out of HubSpot without losing the marketing capability
Top-of-funnel education hands off to regulated workflows
Two systems, one source of truth, zero duplicates
Rare — but when it's right, it's right for years

How we work

We tell you when the answer is "wait six months."

Most consultancies scope whatever fits their standard template. We scope honestly — which sometimes means smaller engagements, and sometimes means telling you it's too early to buy anything at all. That's how we've kept clients for years.

Assess

30-minute call. Stage, stack, compliance posture, three-year roadmap. No pitch.

Recommend

HubSpot, Salesforce, both, or "wait." Fixed-price when the work is well-defined.

Implement

4 weeks to 6 months depending on scope. Workflows, templates, data, reporting — end to end.

Operate

Managed services for clients who want a long-term partner, not a one-time implementation.

Recent work

Outcomes, not implementation decks.

A sample of what our last twelve months of engagements actually delivered. Metrics are from real projects — named clients, measurable results.

GAMMATILE · MEDICAL DEVICE

43%

Reduction in duplicate conference lead records after iCapture + HubSpot + Salesforce integration.

CONNECTICUT CHILDREN'S · FOUNDATION

1.5x

Fundraising growth in year one after unifying sales and marketing on integrated CRM.

ALLUCENT · GLOBAL CRO

2.1x

Marketing ROI recognition after Sales Cloud integration surfaced attribution across the funnel.

Medical Device Integration

GammaTile streamlined conference lead capture with iCapture + HubSpot + Salesforce

Built two-way sync so sales reps capture leads on the floor and marketing picks up nurture the moment data lands in HubSpot.

Nonprofit CRM

Connecticut Children's raised 50% more with unified sales & marketing

Consolidated legacy systems onto Salesforce Nonprofit Cloud integrated with HubSpot for donor engagement at scale.

CRO Integration

Allucent recognized marketing ROI by integrating sales

Full-funnel attribution across HubSpot campaigns and Salesforce opportunities. Marketing finally got credit for pipeline it actually drove.

In their words

What clients say
when the pitch deck's closed.

Leaders in healthcare and life sciences on what it's like to work with a consultancy that sticks around — and tells you the truth about your CRM, including when the honest answer is "not yet."

Post event, they pointed us to a few serious issues in our HubSpot setup that were costing us money and potentially poorly performing campaigns.

Amy Oppenheim, Senior Director of Marketing

GammaTile · HubSpot implementation

They acted as an educator to both myself and our team, often leading training exercises and problem-solving sessions. They very much felt like part of the team.

Lauren McGill, VP of Marketing

Connecticut Children's Foundation · Salesforce NPSP

From the outset, they demonstrated a deep understanding of both HubSpot and Salesforce. They conducted a thorough discovery exercise to learn and understand our unique sales processes.

Samuel Megson, Senior Director of Marketing

Allucent · HubSpot + Salesforce integration

Common questions

The answers before you ask.

Still have questions? Book the 30-minute assessment — we'll cover your specific situation, with or without an engagement.

Are you a HubSpot partner or a Salesforce partner?

Both. We're a HubSpot + Salesforce consultancy with 18+ years of CRM experience. We pick the platform based on what fits your business, not what we're trying to sell.

How do I know whether HubSpot or Salesforce is right for us?

Stage, regulatory weight, existing stack, and three-year roadmap are the main factors. Our 30-minute assessment gives you a direction — including "neither yet" if that's the honest answer.

Do you specialize in any particular industry?

Healthcare and life sciences is where we have the deepest experience — medical device, CRO, biotech, healthcare nonprofits, and membership health services. We also work outside that lane when the engagement fits.

Can you integrate HubSpot and Salesforce cleanly?

Yes. Two-way sync with custom object mapping, no duplicate records, no dashboards lying to either team. We've done it for commercial-stage device companies and global CROs.

Do you handle migrations from other platforms?

Yes — Marketo, Pardot, Mailchimp, Eloqua, ActiveCampaign, WordPress, legacy CRM. We handle data, templates, workflows, and reporting continuity so you go live with parity, not gaps.

What does a typical engagement look like?

30-minute assessment first, fixed-price scope when the work is well-defined. Implementation runs 4 weeks to 6 months depending on complexity. Optional managed services after launch for clients who want a long-term partner.

Do you provide ongoing support after implementation?

Yes, but only if you want it. We don't sell retainer subscriptions by default. Managed services are available for clients who want a long-term partner, not a one-time implementation.

What we do

Two platforms.
One industry focus.

HubSpot consulting

Salesforce consulting

HubSpot + Salesforce,
integrated

How we pick