Salesforce Built Around How Life Science Organizations Actually Work
Make Salesforce support commercial, medical and service operations without forcing teams into workarounds.
We design platforms around real processes, clear ownership and regulatory realities so value persists beyond go-live.
































Common challenges with Salesforce
Platform decisions made before operating models are clear
Salesforce is often selected before engagement models, ownership and governance are fully defined. Design decisions are made early based on assumptions rather than real workflows. Teams later adapt their way of working to the system instead of the system supporting execution, which leads to workarounds, uneven adoption and reduced value over time.

Salesforce configured for features, not daily execution
Implementations frequently focus on functionality rather than how users actually work across sales, medical and service functions. Processes become fragmented, data quality suffers and users rely on manual fixes outside the system. Salesforce becomes a system of record rather than a platform that actively supports execution.

Ownership split between business, IT and compliance
Business owns the process. IT owns the platform. Compliance sits in between. Without clear governance, decisions stall and responsibilities blur. Enhancements get delayed, releases become technical exercises and accountability disappears when issues affect daily operations or inspection readiness.

Initial success that fails to scale
Early Salesforce implementations may work well at first, but struggle as portfolios, regions and engagement models expand. Governance weakens, parallel tools emerge and the platform becomes harder to adapt without major rework. Over time, Salesforce turns into a constraint rather than a driver of growth.


We solve this by
Business-led Salesforce strategy and operating models
We clarify how your organization needs to work before designing the platform. Salesforce is shaped around engagement models, ownership and governance so the system supports execution instead of dictating it.
Salesforce configuration aligned with real workflows
Salesforce configuration aligned with how work flows across commercial, medical and service teams. We design processes, data structures and user roles so teams rely on the platform rather than building parallel tools.
Clear governance across business, IT and compliance
We define decision rights, ownership and release governance so Salesforce evolves in step with the organization. Changes become deliberate improvements rather than reactive fixes.
Platform evolution and operational support
Platform evolution and operational support that assesses whether Salesforce still serves business priorities as operations grow. We turn release cycles into strategic checkpoints, not technical updates detached from reality.
Ready to strengthen your Salesforce approach?
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What effective Salesforce platforms look like
Systems that support daily execution
Salesforce reflects real processes and decision flows. Teams execute in the platform rather than maintaining parallel spreadsheets and side tools that fragment data.
Clear accountability and predictable governance
Ownership is defined across business, IT and compliance. Decisions are made deliberately and improvements do not fall between departments.
Consistent data and higher adoption
Users trust the system because it matches how they work. Data quality improves and Salesforce becomes a reliable foundation for insight and coordination.
Platforms that scale with the business
Salesforce evolves as portfolios, markets and engagement models grow. The platform supports change instead of becoming a constraint.
Hear from our clients
Practical results delivered through deep life science expertise.

Why life science companies choose Epista
Life science experience combined with Salesforce expertise
Our consultants have worked inside regulated life science operations and know Salesforce platforms deeply. Implementations support business realities, not generic CRM models adapted from other industries.
Pragmatic advisors who challenge assumptions
We speak up when plans will not work in practice and explain why. Our guidance is grounded in how life science organizations actually operate under regulatory pressure.
Governance-first approach
We focus on ownership, decision-making and operating models so Salesforce remains valuable long after implementation.
Technology-neutral perspective
Salesforce is often the right platform, but not always. Our recommendations are driven by business needs, not vendor preference.