Unbiased
We work with both Veeva and Salesforce. No hidden agendas.
Trusted CRM Advisors for Life Sciences
Veeva CRM end-of-life is set for December 31, 2029. Life Sciences CRM Advisors provides unbiased, expert guidance to help life sciences organizations navigate this CRM challenge – be it to Salesforce Agentforce for Life Sciences or Veeva Vault CRM — with clarity, strategy, and confidence.
The window to plan is now. Companies that start late will compete for scarce resources at peak demand.
Who We Are
With Veeva CRM entering Stability Mode and Salesforce Life Sciences Cloud emerging as the clear successor, life sciences companies face one of the most complex CRM transitions in decades.
Life Sciences CRM Advisors was founded specifically to guide organizations through this transformation. We bring deep industry expertise, a structured methodology, and — critically — no vendor bias. We work with both Veeva and Salesforce so our recommendations are always in your interest.
We don't implement software. We ensure you choose the right platform, build the right plan, and set up your implementation partner for success.
We work with both Veeva and Salesforce. No hidden agendas.
Our team comes from life sciences, not generic consulting.
Structured assessment, evaluation, and roadmap frameworks.
We communicate at the leadership level throughout.
The Team
Co-Founder & CEO
Co-Founder & Board Advisor
Principal
Board Advisor
How We Work
Every engagement follows a rigorous, phase-based methodology. Each phase has defined deliverables, clear milestones, and executive checkpoints — so you always know where you stand and what comes next.
Plan and organize for success.
Draft the Project Charter covering scope, objectives, deliverables, milestones, and project structure. Establish logistics and operating model from day one.
Understand the current state.
Discover and document the full CRM ecosystem — software, data, partners, and processes. Map pain points and identify gaps against current and future needs.
Define where you're going.
Drive consensus on the future-state CRM vision — priorities, principles, capabilities, and goals. Build the value story that leadership can rally around.
Choose the right CRM.
Lead a structured, quantitative evaluation of Vault CRM and Salesforce Life Sciences Cloud. Deliver RFI/RFP templates, capability worksheets, and an executive briefing with a clear recommendation.
Build the high-level plan.
Develop the strategic migration roadmap covering timing, sequencing, workstreams, dependencies, and directional cost estimates. Deliver a Go/No-Go executive briefing.
Oversee execution.
Provide ongoing program governance and oversight — ensuring milestones are met, risks are managed, and business value is achieved throughout the implementation.
Plan and organize for success.
Draft the Project Charter covering scope, objectives, deliverables, milestones, and project structure. Establish logistics and operating model from day one.
Understand the current state.
Discover and document the full CRM ecosystem — software, data, partners, and processes. Map pain points and identify gaps against current and future needs.
Define where you're going.
Drive consensus on the future-state CRM vision — priorities, principles, capabilities, and goals. Build the value story that leadership can rally around.
Choose the right CRM.
Lead a structured, quantitative evaluation of Vault CRM and Salesforce Life Sciences Cloud. Deliver RFI/RFP templates, capability worksheets, and an executive briefing with a clear recommendation.
Build the high-level plan.
Develop the strategic migration roadmap covering timing, sequencing, workstreams, dependencies, and directional cost estimates. Deliver a Go/No-Go executive briefing.
Oversee execution.
Provide ongoing program governance and oversight — ensuring milestones are met, risks are managed, and business value is achieved throughout the implementation.
Why Choose Us
We work with both Veeva and Salesforce but are not bound by any restrictions. Our only loyalty is to your business outcome. When we work with you to decide a direction, you can trust it.
Our principals have lived inside life sciences companies. We understand commercial operations, field force dynamics, and the data complexity that generic CRM consultants miss.
We bring proven frameworks and templates that compress timelines and reduce risk. You're not funding our learning curve.
Get In Touch
Whether you're just beginning to think about your migration or already under pressure to move, we can help. Reach out to start the conversation.
All consultations are confidential and obligation-free.
We'll respond within one business day.