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Certified partner for HubSpot & Salesforce

CRM Consulting for Healthcare & Life Sciences

Marketing, Sales & Revenue Ops for medical device, CRO, biotech, healthcare nonprofit, and patient-facing health teams. 18+ years across both platforms, one industry focus.

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See case studies
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Trusted by healthcare and life sciences leaders
GammaTile Medical Technologies
Allucent Global CRO
Connecticut Children's Foundation
Masa Global Health Membership
What we do

Two platforms.
One industry focus.

HubSpot where HubSpot wins. Salesforce where Salesforce wins. Plus the integration work for teams that end up running both — which, at scale, many of our clients do.

— 01

HubSpot
consulting

For commercial-stage device companies, mid-market healthcare nonprofits, smaller CROs, and patient-facing services that want marketing and CRM on one platform — fast.

 HubSpot Solutions Partner
Explore HubSpot services →
— 02

Salesforce
consulting

For enterprise MedTech, global CROs, healthcare foundations on Nonprofit Cloud, and regulated commercial operations needing Salesforce as system of record.

 Salesforce Consulting Partner
Explore Salesforce services →
— 03

HubSpot + Salesforce,
integrated

Two-way sync, custom object mapping, lead routing, and shared reporting. When marketing lives in HubSpot and pipeline lives in Salesforce — without the duplicate-records nightmare.

Both platforms, one team
Explore integration work →
How we pick

HubSpot, Salesforce, or both?

There's no universal answer. The right platform depends on your stage, regulatory weight, the systems you already run, and where you need to be in three years. Roughly how we think about it:

HubSpot tends to fit when

Move fast, close loops.

  • You're commercial-stage; marketing and sales work closely
  • You want marketing automation, content, and CRM in one place
  • Moderate compliance footprint, not deeply regulated sales
  • Launching in weeks, not quarters
  • Healthcare nonprofit, mid-market device, or patient-facing service
Salesforce tends to fit when

Enterprise scale, regulated ground.

  • Enterprise scale, or growing into it
  • Regulated sales (Sunshine Act, AdvaMed, GxP-adjacent)
  • Already running Veeva, Health Cloud, or Nonprofit Cloud
  • Deep customization, complex permissions, audit controls
  • Integrating with EHRs, clinical systems, enterprise stacks
Both, integrated, when

The buyer journey crosses a line.

  • HubSpot for marketing, Salesforce for pipeline and compliance
  • Scaling out of HubSpot without losing the marketing capability
  • Top-of-funnel education hands off to regulated workflows
  • Two systems, one source of truth, zero duplicates
  • Rare — but when it's right, it's right for years
How we work

We tell you when the answer is "wait six months."

Most consultancies scope whatever fits their standard template. We scope honestly — which sometimes means smaller engagements, and sometimes means telling you it's too early to buy anything at all. That's how we've kept clients for years.

01

Assess

30-minute call. Stage, stack, compliance posture, three-year roadmap. No pitch.

02

Recommend

HubSpot, Salesforce, both, or "wait." Fixed-price when the work is well-defined.

03

Implement

4 weeks to 6 months depending on scope. Workflows, templates, data, reporting — end to end.

04

Operate

Managed services for clients who want a long-term partner, not a one-time implementation.

18+
Years of CRM consulting. Since before "RevOps" was a category.
2
Platforms. Deep certification on both. Bias toward neither.
50+
Integrations such as iWave, MailChimp, Apsona, Klaviyo, Epic and more.
F100
To Series-A biotech. We scale to the engagement, not the other way around.
Recent work

Outcomes, not
implementation decks.

A sample of what our last twelve months of engagements actually delivered. Metrics are from real projects — named clients, measurable results.

GammaTile · Medical Device
43%
Reduction in duplicate conference lead records after iCapture + HubSpot + Salesforce integration.
Connecticut Children's · Foundation
1.5x
Fundraising growth in year one after unifying sales and marketing on integrated CRM.
Allucent · Global CRO
2.1x
Marketing ROI recognition after Sales Cloud integration surfaced attribution across the funnel.
Medical DeviceIntegration

GammaTile streamlined conference lead capture with iCapture + HubSpot + Salesforce

Built two-way sync so sales reps capture leads on the floor and marketing picks up nurture the moment data lands in HubSpot.
Read case study
NonprofitCRM

Connecticut Children's raised 50% more with unified sales & marketing

Consolidated legacy systems onto Salesforce Nonprofit Cloud integrated with HubSpot for donor engagement at scale.
Read case study
CROIntegration

Allucent recognized marketing ROI by integrating sales

Full-funnel attribution across HubSpot campaigns and Salesforce opportunities. Marketing finally got credit for pipeline it actually drove.
Read case study
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."

Post event, they pointed us to a few serious issues in our HubSpot setup that were costing us money and potentially poorly performing campaigns.

Amy Oppenheim, Senior Director of Marketing
GammaTile · HubSpot implementation

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.

Lauren McGill, VP of Marketing
Connecticut Children's Foundation · Salesforce NPSP

From the outset, they demonstrated a deep understanding of both HubSpot and Salesforce. They conducted a thorough discovery exercise to learn and understand our unique sales processes.

Samuel Megson, Senior Director of Marketing
Allucent · HubSpot + Salesforce integration
Common questions

The answers
before you ask.

Still have questions? Book the 30-minute assessment — we'll cover your specific situation, with or without an engagement.

Are you a HubSpot partner or a Salesforce partner?
Both. We're a HubSpot + Salesforce consultancy with 18+ years of CRM experience. We pick the platform based on what fits your business, not what we're trying to sell.
How do I know whether HubSpot or Salesforce is right for us?
Stage, regulatory weight, existing stack, and three-year roadmap are the main factors. Our 30-minute assessment gives you a direction — including "neither yet" if that's the honest answer.
Do you specialize in any particular industry?
Healthcare and life sciences — medical device, CRO, biotech, healthcare nonprofits, and patient-facing services. We work in other industries but this is where our team has the deepest experience.
Can you integrate HubSpot and Salesforce cleanly?
Yes — it's one of our most common engagements. We architect two-way sync, custom object mapping, lead routing, and shared reporting so both platforms work together without duplicate records.
Do you handle migrations from other platforms?
Common migrations include Marketo, Pardot, Eloqua, and Mailchimp to HubSpot, and various legacy CRMs to Salesforce. We handle data, workflows, templates, and reporting continuity.
What does a typical engagement look like?
4 weeks for focused HubSpot to 6 months for enterprise Salesforce with integrations. We scope honestly up front and provide fixed-price options where the work is well-defined.
Do you provide ongoing support after implementation?
Yes — our managed services practice supports CRM operations, admin, automation development, and reporting for clients who want a long-term partner.

Let's scope your CRM
honestly.

30 minutes. Whether you're starting from scratch, replatforming, or trying to make HubSpot and Salesforce work together — we'll tell you what we'd do. With or without an engagement.

Book a CRM assessment