Estarei
Unified HCP data. Enforced consent. Measurable engagement.
A boutique consulting firm built by ex-Salesforce alumni with 30+ years of combined platform experience. We implement, optimize, and manage Salesforce for pharma and biotech commercial teams.
Where commercial stacks break down.
None are platform limitations. Each is an architecture decision that compounds until a launch depends on it.
Fragmented HCP data
- Engagement split across CRM, home office email, web, and events
- Third-party and claims data never resolved to the profile
- Segments built from single-source extracts rather than the unified profile
- No consolidated engagement history at the profile level
Targeting accuracy is capped by whichever system was queried.
Unenforced consent
- Opt-out and no-contact rules held outside the platform
- Regional preferences maintained manually per market
- Suppression applied at send time rather than in the data layer
- No audit trail linking consent state to the message sent
Compliance depends on process discipline rather than system control.
Unmeasurable engagement
- Field activity and marketing engagement reported separately
- No shared identifier across channel-level reporting
- Downstream data disconnected from campaign exposure
- Program impact estimated rather than attributed
Program value is argued rather than demonstrated.
Unscalable campaign builds
- Journeys rebuilt per campaign rather than templated
- Audience logic duplicated across programs
- Content assembled per asset with no reusable components
- Minor changes trigger a full rebuild and re-review
Each program costs as much to build as the one before it.
Where engagements usually start.
Select a team to see the work we most often pick up first.
The systems we connect.
The systems we most often connect, replace, or coexist with.
Field CRM & Engagement
Veeva CRM, IQVIA OCE, Life Sciences Cloud
Data Platforms
Snowflake, Databricks, commercial data warehouses
Claims & Real-World Data
Komodo Health, IQVIA, EHR-derived alert providers
Consent & Governance
OneTrust, preference centers, tag management
Content & Digital
Content and asset management, web platforms, media partners
Analytics
Tableau, Marketing Cloud Intelligence, Google Analytics
Don't see your stack? We have likely integrated against it. Ask.
Four ways to work with us.
Most engagements start with one and move to another as the platform matures.
Implementation
Full builds, migrations, and configuration across the platform, from discovery through hypercare.
Integration
Field CRM, claims, warehouse, and consent systems connected to Salesforce. Data migrated without losing integrity.
Managed Services
Ongoing platform support, optimization, and release management after go-live.
Advisory
Architecture reviews, roadmaps, and audits of builds already in production.
What these engagements look like.
Client names withheld. Scope as delivered.
HCP data consolidated onto a single profile
Third-party CDP retired and replaced with Data 360. HCP engagement unified across CRM, home office email, medical content platforms, speaker programs, claims, and EHR-derived alerts. Consent and suppression rules carried through to activation in Marketing Cloud.
Oncology biotechPlatform and program delivered together
Marketing Cloud and Data Cloud implemented in parallel with a multi-phase HCP education program. Registration, content gating, and phase progression tracked in the data model rather than journey logic. Additional phases added without rebuilding live journeys, with the Data Cloud architecture reviewed the following year as usage scaled.
US pharmaceutical manufacturerSingle market stood up under fixed scope
Marketing Cloud deployed for one international market: business unit architecture, sending and deliverability foundation, consent and preference center for email and mobile, CRM connection, and first HCP campaign. Launched on schedule. Same build pattern repeats market to market.
Global biotechBuilt for validated environments
Regulated data changes how a build is designed, not just how it is documented. Access models, retention, suppression, and audit trails are decided in architecture rather than added at the end.
Boutique. Senior. Obsessive.
All we do is Salesforce. Estarei is a boutique consulting firm built by ex-Salesforce alumni across Sales, Architecture, and Strategy. We do our best work in regulated and complex environments, wherever the data is sensitive, the structures are messy, and the stakes are high.
Start with the problem, not the platform.
If any of the four above sounded familiar, a short conversation is usually enough to tell you whether it is an architecture fix or something simpler.
Estarei is a Salesforce Consulting Partner.
View our AppExchange listing.
Free bi-weekly Office Hours for live troubleshooting, Q&A, and ad-hoc platform support at
officehours.estareiconsulting.com