Trusted CRM Advisors for Life Sciences

The CRM Transformation
is Here.

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.

Dec 31, 2029 Veeva CRM Sunset
2027–2029 Peak Migration Demand
3–4 Months For a Proper Assessment
Quality Plan and Budget

The window to plan is now. Companies that start late will compete for scarce resources at peak demand.

Who We Are

Purpose-Built for
This Moment

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.

Unbiased

We work with both Veeva and Salesforce. No hidden agendas.

Life Sciences Focused

Our team comes from life sciences, not generic consulting.

Proven Templates

Structured assessment, evaluation, and roadmap frameworks.

Executive Aligned

We communicate at the leadership level throughout.

The Team

Decades of Life Sciences
CRM Expertise

John C. Walsh, Co-Founder and CEO of Life Sciences CRM Advisors

John C. Walsh

Co-Founder & CEO

  • Global Life Sciences Commercial IT Executive — 30+ years experience
  • Enterprise Transformation Leader
  • Leader of Digital Technologies, Ecommerce & Consumer Engagement — Pharma and CPG
  • Published Author in digital healthcare and ethics
  • World-class experience: GlaxoSmithKline, Wyeth (now Pfizer), Mars, Teva & Otsuka
Rob Steere, Co-Founder and Board Advisor

Rob Steere

Co-Founder & Board Advisor

  • President, Sherpa Management Consulting
  • Vice President, CRM & Commercial Strategy Team — Veeva
  • US Commercial Transformation Leader — Merck
  • US Commercial Operations Leader — Merck
  • Senior Director, Information Management, CRM & Analytics — Merck
  • Senior Director, Specialty Sales — Merck
Ed Masterson, Principal at Life Sciences CRM Advisors

Ed Masterson

Principal

  • Life Sciences and Pharmaceutical Advisor
  • Partner, TCS Life Sciences & Healthcare Consulting
  • Senior Vice President, Consulting — Life Sciences Commercial Services
  • Partner, Deloitte Consulting, Global Life Sciences Practice
  • Partner, PricewaterhouseCoopers, Global Technology Consulting Practice
Dr. Ian Hau, Board Advisor at Life Sciences CRM Advisors

Dr. Ian Hau

Board Advisor

  • Founder, Orchestrall, Inc.
  • Former CEO, Genesis Rehab Services Asia
  • Former SVP, GlaxoSmithKline — Global IT, VP IT Strategy, R&D Analytics & Process Management
  • Published Author in business process design and improvement
  • Ph.D. in Business Process Management; M.S. in Industrial Engineering & Technology Management

How We Work

A Structured Path from
Assessment to Execution

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.

Project Framing

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.

Assessment

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.

Evolution Vision

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.

Platform Decision

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.

CRM Evolution Roadmap

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.

Migration Governance

Oversee execution.

Provide ongoing program governance and oversight — ensuring milestones are met, risks are managed, and business value is achieved throughout the implementation.

01

Project Framing

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.

02

Assessment

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.

03

Evolution Vision

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.

04

Platform Decision

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.

05

CRM Evolution Roadmap

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.

06

Migration Governance

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

LSCRMA is Built Exclusively
for This Transformation

No Vendor Bias

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.

Life Sciences DNA

Our principals have lived inside life sciences companies. We understand commercial operations, field force dynamics, and the data complexity that generic CRM consultants miss.

Structured, Not Ad Hoc

We bring proven frameworks and templates that compress timelines and reduce risk. You're not funding our learning curve.

Get In Touch

Schedule a Consultation

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.