Salesforce Solutions Partner Healthcare & Life Sciences
Salesforce Consulting for
Healthcare & Life Sciences
Sales Cloud, Marketing Cloud, NPSP, Nonprofit Cloud, and Agentforce implemented and optimized for the way medical device, CRO, biotech, and healthcare nonprofit teams actually operate.
From Sales Cloud and Marketing Cloud to NPSP, Nonprofit Cloud, and Agentforce, we build what your team actually needs, not what's easiest to sell.
A consulting partner with a healthcare focus
Experienced across Sales Cloud, Marketing Cloud, NPSP, Nonprofit Cloud, and Agentforce that is purpose-built for medical device, CRO, biotech, and healthcare nonprofit organizations.
We give 1% of equity, employee time, and product to causes — as part of Salesforce's Pledge 1% initiative.
Who we work with
Built for the way healthcare and life sciences teams actually operate
Healthcare and life sciences teams don't sell like SaaS companies. Your pipeline involves HCPs, hospitals, clinical sponsors, or major-gift donors, each with different journey stages, compliance requirements, and data models. We configure Salesforce around those realities, not around generic B2B templates.
Medical Device Companies
Commercial launch, HCP and IDN engagement, rep enablement, and distributor management — deployed in Sales Cloud with Marketing Cloud for HCP journeys, email programs, and account-based engagement. Agentforce agents handle outreach and follow-up at scale.
CROs, Biotech & Life Sciences
Sponsor acquisition, site relationship management, and clinical-stage pipeline forecasting — Sales Cloud for commercial ops, Marketing Cloud Account Engagement for sponsor nurture, often layered with Veeva for regulated content and field activities.
Healthcare Nonprofits & Foundations
Donor management, grateful-patient programs, major-gift cultivation, and grant tracking — built on NPSP for established orgs or Nonprofit Cloud (NPC) for new implementations, with Marketing Cloud for donor journey communications.
Services
Salesforce services for
healthcare and life sciences teams
We offer full stack services from consulting to ongoing maintenance so that you focus on scaling your outreach while we back your technology needs.
Salesforce Implementation
Greenfield Salesforce deployment for commercial or nonprofit teams including Sales Cloud, NPSP, or Nonprofit Cloud (NPC), depending on where you operate. Configured for your data model, compliance posture, and buyer journeys, not a generic template.
Salesforce Audit & Optimization
Already on Salesforce but not getting the return on your investments? We audit your org, identify the gaps, and rebuild the flows, reports, and data model that matter for your commercial or fundraising operation.
Marketing Cloud Implementation
Marketing Cloud Engagement for HCP journeys, donor communications, and large-scale email programs. Marketing Cloud Account Engagement (formerly Pardot) for B2B sponsor and site nurture. Configured to work natively inside your Salesforce org.
Agentforce Implementation
AI agents deployed inside your Salesforce org outreach agents, sales development agents, donor engagement agents, and rep copilots that handle routine tasks so your team focuses on what requires a human.
Flow Automation & Process Design
Lead assignment, approval chains, renewal alerts, and outreach sequences — built in Salesforce Flow so your team operates on process, not tribal knowledge and spreadsheets.
Migration to Salesforce
Moving from HubSpot, a legacy CRM, Dynamics, or a homegrown system? We handle data mapping, deduplication, workflows, and reporting continuity so you go live with parity, not gaps.
Service offer
Agentforce for Healthcare & Life Sciences
Agentforce puts AI agents to work inside your Salesforce org — handling HCP outreach, sales development follow-up, donor touchpoints, and rep prep that would otherwise fall through the cracks. We design, build, and deploy agents tuned to your specific workflows, data model, and compliance requirements. You leave with autonomous agents running in production, not a proof-of-concept on a slide.
- Use-case discovery: which workflows are automatable, which require a human, and where agents create the most leverage
- Agent design in Agentforce Builder — prompt engineering, guardrails, and action configuration against your Salesforce data
- Outreach agents, sales development agents, donor engagement agents, and rep copilots
- Integration with your existing Salesforce objects, Flow automations, and Marketing Cloud journeys and audiences
- Compliance and security review — PHI boundaries, data access scoping, and audit logging
- Agent testing, iteration, and team enablement before handoff
A 30-minute call. We show you what an agent could automate in your org today.
To Salesforce
We handle data, templates, workflows, and reporting continuity — go live with parity, not gaps.
30+
Salesforce implementations across healthcare and life sciences
8-12
Weeks is typical time to a working Salesforce org
3X
Average lift in Sales pipeline management and forecasting
35+
Salesforce certified professionals and solution architects to help your digital transformation
How we work
Four Steps. No Surprises
Assess
30 minutes on a call. We assess where Salesforce fits, what version of it makes sense, and what you'd actually get from an engagement.
Recommend
Data model, object relationships, automation, and integration designed before we touch the org. No surprises mid-build.
Implement
Implementation, migrations, Marketing Cloud configuration, Agentforce agent deployment, Flow automation, and the custom objects your industry and business model require.
Go Live & Beyond
Help you go live. Managed services for clients who want a long-term partner to support for a lifetime!
How we've done this work
Healthcare and life sciences case studies
A glance of what our last twelve months of engagements actually delivered from real projects with measurable results.
1 unified CRM
Salesforce NPSP built for a major academic children's hospital foundation — donor management, grateful-patient programs, and event marketing on one platform.
1 unified view
Salesforce deployed for a global CRO, giving commercial and marketing teams one pane of glass across sponsor pipeline and site engagement.
2.1x
Marketing ROI recognition after legacy system integration surfaced attribution across the funnel.
Salesforce NPSP for a major children's hospital foundation.
Built the donor management platform, grateful-patient program workflows, and campaign reporting that connect fundraising activity to mission outcomes.
Salesforce deployed for a global clinical-stage CRO. One source of truth across commercial and marketing.
Sales Cloud for pipeline and sponsor management, Marketing Cloud for multi-channel engagement, giving commercial and marketing teams one unified view across site and sponsor relationships.
MASA recognized marketing ROI by migrating from legacy systems
Full-funnel attribution across Salesforce opportunities and HubSpot campaigns. 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."
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.
From the outset, they demonstrated a deep understanding of Salesforce and our commercial stack. They conducted a thorough discovery exercise to learn and understand our unique sales processes.
They acted as true partners, understanding our commercial model deeply before recommending anything, and staying accountable for outcomes long after go-live.
Common questions
The answers before you ask.
Still have questions? Book the 30-minute assessment and we'll cover your specific situation, with or without an engagement.
Agentforce is Salesforce's AI agent platform. It lets you deploy autonomous agents that take action inside your Salesforce org, not just generate text. For healthcare and life sciences teams, that means agents that handle HCP outreach sequences, sales development follow-up, donor re-engagement, rep meeting prep, and lead qualification without anyone manually triggering a workflow. Agents read your Salesforce data, reason over it, and act within guardrails you define. We design and configure them around your specific commercial or fundraising workflows, compliance requirements, and data model.
Salesforce offers HIPAA-eligible configurations under a Business Associate Agreement (BAA) for certain products and tiers. HIPAA compliance isn't automatic, it requires correct configuration of field-level security, access controls, audit logging, and PHI handling practices. The same applies to Agentforce: agents must be scoped to access only the data they need, with clear PHI boundaries and audit trails. The BAA and the platform are necessary but not sufficient. We help you architect the org and the agents to operate compliantly, and tell you clearly what remains your team's and your legal counsel's responsibility.
Salesforce Marketing Cloud comes in two primary flavors for healthcare and life sciences. Marketing Cloud Engagement is best for high-volume, multi-channel programs — HCP email campaigns, patient journeys, donor stewardship, and SMS with Journey Builder and sophisticated segmentation. Marketing Cloud Account Engagement (MCAE, formerly Pardot) is the B2B-focused option, built for lead scoring, nurture sequences, and sponsor or site engagement programs where the buying cycle is long and relational. Many healthcare organizations need both: MCAE for commercial and sponsor pipelines, Engagement for broader audience communications. We help you scope and configure the right combination for your team and budget.
NPSP (Nonprofit Success Pack) is Salesforce's long-established managed package for nonprofits, covering donor management, household accounts, gift processing, campaigns, grant tracking, and engagement plans. Most existing Salesforce nonprofit orgs run on NPSP, and it remains fully supported. Nonprofit Cloud (NPC) is Salesforce's newer, natively built cloud for nonprofits. It includes Fundraising, Program Management, and Outcome Management as first-party Salesforce products rather than an installed package. Salesforce now recommends NPC for new implementations. For organizations starting fresh, we typically recommend NPC. For organizations already on NPSP, we help you run it well today and plan a path to NPC when the timing is right.
Yes. Migrations from Raiser's Edge and Blackbaud CRM are a common engagement for us, particularly for healthcare nonprofits and hospital foundations. For organizations with established Salesforce usage we typically migrate to NPSP; for organizations starting fresh we recommend Nonprofit Cloud (NPC), Salesforce's newer native platform. We handle data mapping, constituent deduplication, gift history, soft credit relationships, and reporting continuity. You go live with parity, not a blank slate.
A focused Sales Cloud implementation for a commercial team typically completes in 6–10 weeks. NPSP migrations, Marketing Cloud implementations, Agentforce rollouts, or builds with complex data models run 10–20 weeks depending on scope. Agentforce agent design and deployment can often be done as a standalone 4–6 week engagement on top of an existing org. We scope honestly up front and the scope is agreed before any work begins.
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.
Let's talk
Let's talk about your Salesforce stack
Whether you're starting fresh, cleaning up an instance that's drifted, or connecting HubSpot to the Salesforce system of record your team already runs, we can help. Book a 30-minute assessment and we'll tell you what we'd do, with or without an engagement.