Choosing a partner
Choose a partner who understands more than Salesforce
Choosing a Salesforce partner for Life Sciences isn’t only about technical capability.
The partner also needs to understand your business processes, data, integrations and the controls that come with working in a regulated environment.
The right questions at the beginning can make a significant difference to what happens after implementation.
Industry first
Start with Life Sciences experience
Salesforce can support many industries, but Life Sciences brings its own processes, terminology and requirements.
A partner should understand how pharma, biotech, MedTech, CDMO and clinical organizations work and how different teams use technology.
That industry understanding helps move conversations from features to the actual business problem.
Look for a partner whose team understands Life Sciences processes, not just the technology.
Subject matter experts can bring context around how commercial, medical, clinical and operational teams actually work, the requirements they need to consider and how processes connect across the organization.
This helps the technology team ask better questions, understand requirements more clearly and design solutions around the realities of the business.
Beyond certs
Look beyond certifications
Certifications are important. They show that a team has invested in building platform expertise.
But they shouldn’t be the only measure.
Ask who will actually work on your project, what experience they bring and whether the team can connect technical decisions to the way your business operates.
Megnity brings Salesforce-certified professionals together with Life Sciences, data and AI capabilities.
The right questions
Ask how they approach your problem
Section P.01 · The questions that shape the work
A good implementation shouldn’t begin with a list of Salesforce features.
It should begin with questions.
- What needs to work better?
- Who uses the process?
- Where does the information come from?
- What systems are involved?
- What controls need to remain in place?
- How will you know the solution is working?
The answers should shape the technology, not the other way around.
Data environment
Understand their data capabilities
Salesforce rarely contains every piece of information your teams need.
Customer, commercial, clinical and operational data may sit across several enterprise platforms.
Your partner should understand how Salesforce fits into that wider data environment and how technologies such as Data 360 and Databricks can help connect information where appropriate.
Wider picture
Look at the wider technology picture
Salesforce may be at the center of the solution without being the entire solution.
Megnity works across Salesforce, Data 360, Databricks, Claude, Tableau, MuleSoft and related technologies to help connect customer processes, enterprise data and AI.
That means we can look at the wider environment rather than forcing every problem into a single platform.
Integration
Ask about integration
Your Salesforce environment will probably need to work with systems that aren’t Salesforce.
A partner should be able to understand those dependencies and design integrations around the business process.
That includes thinking about how information moves, who needs access and what happens when something goes wrong.
Validation
Understand their approach to validation
For regulated processes, validation cannot be an afterthought.
Ask how the partner approaches requirements, risk, testing, traceability, documentation and change.
The answer should reflect the intended use of the system rather than applying the same validation approach to everything.
AI, with oversight
Ask how they are approaching AI
AI is becoming part of the Salesforce ecosystem, but adding AI isn’t a strategy by itself.
Ask where the partner believes AI can genuinely improve the process, what information it will use and where people remain involved.
For Life Sciences
For Life Sciences, permissions, governance, review and human oversight should be part of that conversation.
After go-live
Find out what happens after go-live
Implementation is one milestone.
Your business will continue to change, Salesforce will continue to evolve and users will find new ways they want the platform to work.
Ask how the partner supports the environment after launch and how future improvements will be prioritized and delivered.
Evidence
Ask for evidence
Before choosing a partner, look for evidence that supports what they say.
- 200
- Salesforce certifications
- 115+
- Certified consultants
- 4.99/5
- AppExchange rating
- 100+
- Clients in 7 countries
In numbers
In numbers
In numbers
In numbers
On the record
- Salesforce certifications
- Customer reviews
- Relevant partnerships
- Customer stories
- Life Sciences experience
- Delivery capabilities
For Megnity, these include 200 Salesforce certifications, 115+ certified consultants, a 4.99/5 AppExchange rating and experience across 100+ clients in 7 countries.
Megnity is also a Salesforce Select Consulting Partner and Salesforce Professional Services Partner, with a Global Services Agreement that enables Salesforce to engage us directly on customer projects.
The team
Choose the team you’ll want beside you after the presentation
Technology capabilities matter.
So does the team’s ability to understand your problem, challenge assumptions, explain decisions clearly and take responsibility for delivery.
The best partner relationship should become more valuable as the work becomes more complex.
Next step
Evaluating Salesforce partners for your Life Sciences program?
Tell us what you’re planning and where you are in the decision process.
We’ll help you understand the questions worth answering before the implementation begins.