Capital S Consulting - Capital S Consulting - AppExchange
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Capital S Consulting

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 4
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 1
  • Year this company was founded Founded 2018
Expert Salesforce implementation for Life Sciences and Private Equity

Capital S Consulting designs, implements, and optimizes fast, flexible Salesforce CRM solutions for Life Science & Private Equity firms. We deliver rapid go-lives, proactive optimizations, and continuous refinements to ensure long-term success.

Highlights

  • Life Sciences CRM & Medical Affairs Management:##Specialized Salesforce CRM solutions for pharmaceutical and biotech companies managing KOL relationships, medical affairs workflows, and HCP engagement
  • Private Equity CRM Solutions & Deal Flow Management:##Expert Salesforce CRM implementation for PE/VC firms managing deal sourcing, LP relationships, and portfolio tracking workflows
  • Salesforce Integration for Private Equity & Life Sciences:##Expert PitchBook, Preqin integration for PE firms and IQVIA, clinical data integration for pharmaceutical and biotech companies


Description

Capital S Consulting specializes in Salesforce implementations for Life Sciences and Private Equity firms facing complex operational challenges and regulatory requirements.####Life Sciences: We help pharmaceutical, biotech, and medical device companies at commercialization stage manage KOL relationships, process MIRFs, and engage healthcare providers effectively. Our solutions support commercial teams with HCP targeting and relationship management while maintaining regulatory compliance and proper separation between medical affairs and commercial activities. We address FDA compliance, KOL engagement tracking, medical information management, and HCP workflows while ensuring proper audit trails.####Private Equity: We create unified platforms for PE, VC, and private debt firms managing deal flow, LP relationships, and portfolio monitoring. Our implementations connect fragmented systems, automate investor reporting, and provide real-time visibility into fundraising pipelines while maintaining SEC compliance and regulatory requirements.####Capital S Consulting delivers strategic Salesforce solutions tailored to your industry's operational needs and compliance frameworks

Geographic Focus

Languages

English

About Capital S Consulting Founded in 2018, Capital S Consulting specializes in rapid, flexible Salesforce CRM deployments and continuous iteration for Pharmaceuticals, Medical Devices, and Financial Services. We take an agile, user-focused approach, ensuring fast go-lives while refining workflows based on real-world feedback to drive efficiency, compliance, and adoption.####We partner with organizations in complex, highly regulated industries, aligning Salesforce with industry-specific workflows, data governance, and business objectives. With years of experience, we anticipate challenges before they arise, proactively optimizing automation, workflows, and integrations to enhance operational agility and decision-making.####Our expertise enables us to deliver fully functional Salesforce solutions in weeks, not months, without sacrificing quality. We continuously refine systems post-launch to ensure scalability, adaptability, and long-term success. Whether optimizing an existing Salesforce org or implementing a new solution, we help clients stay ahead in a fast-changing market. If you're looking for a Salesforce partner that moves fast, iterates intelligently, and understands your industry, we’re ready to help.

Headquarters
Chicago, Illinois
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