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Sampling

SampleIQ is the engine that drives smart sampling programs, automating processes to optimize inventory and reconciliation data collection and compliantly provide samples to HCPs. SampleIQ enables our team to dive deeper into your engagement.

CRM

The most complete CRM engineered for life sciences and equipped with omni-channel capabilities. CATS empowers you to manage all interactions with partners and customers, access markets, and grow your business for accelerated commercial success.

Data

Translating complex data into relevant information requires experience and knowledge. Synergistix and Archi-Tech bring decades of hands-on experience in life science data.

Operational Support

Our mission is to deliver commercial solutions for life sciences in sampling services, CRM, and data management and analytics backed by comprehensive operational support.

Our Story

Synergistix started as a consultancy in 1997 and quickly evolved to focus on salesforce automation in life sciences, incorporating compliant sampling services over time. For nearly three decades, we’ve enabled pharmaceutical and medical device manufacturers to build effective teams, lasting customer relationships, and sustainable business growth.

Resources

With 25+ years immersed in sampling, CRM, and data management and analytics, we have an impressive, ever-evolving reserve of industry knowledge to share with you. Keep a finger on the pulse with Synergistix.

CRM Disruption in Life Sciences: What the Veeva–Salesforce Split Means for You

September 10, 2025 | Synergistix

The life sciences CRM landscape is undergoing a major shift. For over fifteen years, Veeva Systems dominated the pharmaceutical CRM market—used by over 80% of field teams—by building its solution on the Salesforce platform.1 But that partnership is ending.

In 2022, Veeva announced it will not renew its Salesforce agreement beyond September 2025, opting to move all customers from Salesforce’s platform to its proprietary Veeva Vault platform. This decision sets off a multi-year migration process, with a hard separation date in 2025 and full transition required by 2030. Simultaneously, Salesforce is launching its own Life Sciences Cloud, aggressively targeting Veeva clients with a competing CRM solution.2

What This Means for Life Sciences Companies

The upcoming separation between Veeva Systems and Salesforce presents a tough choice for pharma and biotech organizations:

  1. Migrate to Veeva Vault CRM
  2. Switch to Salesforce Life Sciences Cloud
  3. Explore CRM alternatives

Each path has trade-offs in cost, risk, and disruption to commercial operations. Synergistix offers a compelling option that avoids the CRM tug-of-war altogether. Synergistix’s Customer Analysis & Targeting System (CATS) is a cloud-based CRM platform built specifically for life sciences, with nearly thirty years of industry expertise behind it.

Tailored for Life Sciences

Unlike broad, multi-industry CRM platforms, Synergistix CRM (CATS) was built exclusively for life sciences. Synergistix has always focused solely on pharmaceutical, biotech, and medical device companies, resulting in a CRM solution that aligns with your operations. There’s no need to retrofit generic software. CATS comes pre-configured with pharma-specific functionality, so your team can hit the ground running.

Out-of-the-box capabilities that matter:

  • PDMA-Compliant Sample Management: Track sample distribution, capture HCP signatures, and meet regulatory requirements under the PDMA—all natively supported.
  • Real-Time HCP License Validation: Instantly verify prescriber credentials to ensure compliant interactions and eliminate manual checks.
  • KOL Targeting & Segmentation: Identify, segment, and prioritize key opinion leaders (KOLs) and high-value physicians within your CRM.
  • Omnichannel HCP Engagement Tracking: Log and analyze every interaction, whether in person or via email, across the customer journey, in a single system.

Faster Implementation & Lower Risk

CRM transitions in life sciences are rarely simple, but they don’t have to be high-risk. Synergistix offers a turnkey CRM solution designed for rapid, reliable deployment without costly migration headaches or heavy customization.

The Synergistix team follows a structured, collaborative implementation process from assessment and configuration to data integration, infrastructure setup, pilot, and full rollout. Because CATS comes pre-configured for life sciences, there’s no need to build workflows from scratch or hire a team of consultants. Most organizations go live faster and with less disruption.

Critically, Synergistix helps you avoid the platform dependency risks now exposed by Veeva’s Salesforce split. CATS is a self-contained, cloud-based CRM, fully managed by Synergistix—so there’s no reliance on third-party infrastructure that could change course.

With all integrations and workflows under one roof, Synergistix delivers stability and peace of mind. If you’re transitioning from another system, our team handles data migration and validation in-house, helping you avoid compliance gaps and workflow breakdowns that often derail complex platform changes.

Proven Compliance & Support

Compliance and responsive support are non-negotiables. CATS delivers on both fronts with a proven track record. Key compliance capabilities include:

  • 21 CFR Part 11 electronic records and signatures (critical for FDA compliance on digital signatures)
  • PDMA sample tracking and signature capture with secure encryption
  • Comprehensive audit trails for all field activity

Support can make or break a CRM experience. Unlike large CRM vendors, Synergistix provides high-touch, in-house support as a standard part of every engagement. That includes:

  • A dedicated account manager who understands your business
  • Access to a world-class help desk and infrastructure team
  • Expert guidance from professionals with real pharma operations experience

With large vendors, support often comes at a premium—and still may lack life sciences expertise. Synergistix takes a different approach: personalized, proactive support is built into our model, not bolted on. It’s a core part of our mission to combine purpose-built technology with hands-on operational partnership, giving you confidence your CRM will perform reliably, every day.

Flexibility Without the Bloat

Most enterprise CRMs fall into one of two traps: too rigid to adapt or bloated with features you don’t need. Synergistix CATS strikes the right balance, offering the flexibility to match your business without overwhelming your users.

CATS is highly configurable to support various commercial models—from specialty pharma and medtech reps to hybrid telesales teams. You can easily tailor data fields, workflows, and reports to your unique needs. And because it’s designed with life sciences reps in mind, the system is intuitive, fast, and built to minimize clicks and friction, so teams spend more time with HCPs, not in the CRM.

Synergistix also follows an “all-inclusive” model for features and pricing. You can utilize any functionality (e.g., sample inventory management, call planning, advanced analytics dashboards) without licensing each piece separately. As your business evolves, CATS evolves with you, adding users, products, data fields, or workflows without extra development costs.

Synergistix vs. Veeva vs. Salesforce: Feature Comparison

To summarize the differences, the table below compares Synergistix CATS with Veeva CRM and Salesforce Life Sciences Cloud across key criteria for life sciences CRM. This highlights how Synergistix stacks up as a safer, more agile, and often more affordable alternative:

Category Synergistix Veeva Salesforce
Industry Fit Built exclusively for life sciences Pharma-focused General CRM with pharma overlay
Platform Risk Independent; no third-party dependencies Migrating off Salesforce; customers must replatform Stable but full lock-in to the Salesforce ecosystem
Implementation Fast, low-risk, no major customization required Complex migration ahead Requires heavy customization for pharma
Compliance Native PDMA, 21 CFR Part 11 built-in Strong compliance, but must revalidate on new platform Capable, but pharma-specific compliance requires customization
Flexibility Lean, configurable without bloat or add-ons Modular but can be bloated for smaller users Highly flexible but prone to over-customization
Support Dedicated account manager; life sciences expertise guaranteed Support tiers vary; life sciences expertise guaranteed Support tiers vary; life sciences expertise not guaranteed
Total Cost of Ownership (TCO) All-inclusive pricing; no hidden fees or extra modules High TCO; extra for modules and upcoming migrations High TCO; many added costs for configuration and support

Your Safer, Smarter Path Forward

The Veeva–Salesforce split has left many life sciences leaders rethinking their CRM strategy—and for good reason. When two dominant platforms are in flux, it’s the right time to step back and ask: What does your organization really need in a CRM?

Synergistix offers a smarter alternative—industry-specific depth without platform risk, and technical strength without unnecessary complexity or cost. It’s agile and built to evolve with your business, backed by a partner committed to your long-term success.

Have questions about what the split means for you? Let’s talk through your options. Connect with a Synergistix expert today.

References

  1. https://uspharmamarketing.com/veeva-salesforce-divorce-finalized-what-it-means-for-pharma-marketers-in-2025/
  2. https://qpharmacorp.com/how-will-you-transition-your-crm-during-the-veeva-salesforce-crm-separation/
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