Life sciences companies are redefining what’s possible in healthcare, but the breakthroughs people see are only half the story. Behind the scenes, navigating a maze of compliance regulations, fragmented data, and complex sales strategies often feels like the real challenge.
At Coastal, we thrive in that space between innovation and execution. We’ve partnered with leading life sciences organizations across MedTech and pharmaceuticals to streamline operations, connect data, and drive growth using Salesforce.
Here are three life sciences use cases that show how Coastal’s expertise and innovative Salesforce solutions can help life sciences organizations move from complexity to clarity.
Use Case 1: Enhancing Patient Care and Engagement with Connected Devices
A leading provider of remote patient monitoring solutions struggled to streamline everything from customer service and inventory management to billing and population health management. Disconnected systems created data silos, making it difficult to deliver seamless care, and both internal operations and the patient experience suffered.
Coastal stepped in with Salesforce Service Cloud, integrating it with a native ERP system to completely transform operations. Inventory tracking became effortless, complaint handling was automated, and proactive patient monitoring got a boost with a custom coaching app that served up real-time alerts. Now, customer service reps have a complete view of patient interactions, allowing them to offer personalized, efficient support.
But the improvements didn’t stop at operations. With connected devices delivering real-time data, patients gained better control over their health. Personalized feedback and 24/7 coaching helped them stick to therapy protocols, leading to better health outcomes. Coaches were always on hand to guide patients, document progress, and monitor health improvements.
Experience Cloud portals brought it all together with a secure platform for collaboration between patients, partners, and providers. The result? A connected, efficient ecosystem that boosted patient outcomes and client satisfaction.
Use Case 2: Consolidating Systems and Enhancing Efficiency for a Remote Cardiac Monitoring Provider
A remote cardiac monitoring provider was bogged down by siloed data and scattered systems, making it difficult to run their operations efficiently. This slowed down their call center and held back their sales team.
Coastal helped turn things around with a full Salesforce implementation that brought all those fragmented systems together on a single, unified platform. With everything in one place—patient data, device information, and tracking details—sales reps and call center agents could now work smarter and faster. The result? Happier customers and a much more efficient call center.
Once their foundation was solid, we took it a step further by integrating Salesforce Sales Cloud. This made sales and inventory management seamless, with real-time stock visibility and automated tasks. Virtual sales tools and easily accessible training materials gave the sales team everything they needed to succeed.
The impact was clear: a major boost in productivity and revenue growth. With instant access to customer history, product info, and real-time inventory data, sales reps built stronger relationships, closed deals faster, and reached new heights in their performance.
Use Case 3: Unifying Data and Personalizing Engagement for a Pharmacy Chain
A pharmacy chain struggled with fragmented data and disconnected systems, making it difficult to engage their customers effectively. Without the ability to send targeted messaging, they were missing opportunities to connect with leads and patients, leading to gaps in customer engagement and retention.
Coastal’s solution, once implemented, will eliminate these data silos and empower the client to deliver highly targeted messaging that resonates with their audience. This new approach will help them bridge the communication gap and create stronger customer connections.
In addition to unifying their data, the solution will enable live agents within chatbot interactions and launch Marketing Cloud Personalization. With advanced tools like segmentation, dynamic content, behavior tracking, and detailed reporting, the client will be better equipped to drive meaningful engagement and achieve long-term success.
Although the results are still pending, Coastal’s work is set to create a unified, efficient system to transform how this pharmacy chain interacts with its customers.
Addressing Common Life Sciences Challenges with Salesforce: Insights from the Field
Through our extensive work in the Life Sciences industry, we’ve gained a deep understanding of the unique challenges organizations face. Life Sciences companies need more than just a CRM; they need a flexible platform that adapts to their specific needs. Here’s how Salesforce, with Coastal’s expertise, can help tackle key challenges head-on:
Data-Driven Device Sales
With Salesforce Data Cloud, CRM Analytics, and Sales Cloud, your sales teams can access real-time insights to optimize pricing, improve forecasting, and make more informed decisions—fueling strategic growth.
Contract Management and Compliance
Automate contract management and comply with industry regulations using Salesforce CPQ and Shield. Streamline your operations, minimize risks, and keep everything running smoothly.
Intelligent Inventory Management
Gain real-time visibility into your inventory, automate workflows, and reduce errors. By streamlining processes, you can ensure your products are always available, cut costs, and keep customers satisfied.
Rebate Management
Simplify rebate management by centralizing operations within Salesforce. This reduces overpayments and delays in settlements, making building trust with your partners easier.
Plug Revenue Leaks
Protect your bottom line by identifying and addressing revenue leaks. You can safeguard your financial performance and maximize profitability with centralized contract management and powerful data analytics.
Value-Based Analytics
Leverage value-based analytics built on Salesforce to demonstrate the real-world impact of your products and solutions. By seamlessly integrating data from ERP systems, medical devices, and other critical sources, you can craft compelling narratives that resonate with healthcare providers and stakeholders, showcasing your innovations’ true value.
Supply Chain Integration
Integrate your supply chain with Salesforce to improve transparency and uncover valuable insights. Foster collaboration across departments and build a more efficient, data-driven value chain.
What’s next?
Salesforce has the power to drive real change across the Life Sciences industry. Whether you’re in MedTech, pharmaceuticals, or another segment, Coastal’s Salesforce experts can help you craft a strategy that empowers your team and drives sustainable growth. Let’s build a solution tailored to your business.
