What Envisage Solutions Group does

Envisage Solutions Group is a US-based digital marketing and sales enablement agency founded in 2013 and headquartered in Oceanside, New York. The firm builds and executes online marketing and sales solutions across web design and development, eCommerce (Magento, WooCommerce, WordPress), SEO, social media, lead generation, branding, and CRM implementation, with an 11–50 person team. Its primary verticals are life sciences, pharmaceutical, and medical device manufacturers, with secondary coverage of healthcare, financial services, insurance, retail, and technology. Envisage operates as a certified agency partner for three enterprise platforms: HubSpot (full-service Solutions Partner), IQVIA (certified in OCE Personal, OCE Digital, and MI Touch/Remote Detailing), and Veeva (CLM, Approved Email, Engage). It earned IQVIA's 2021 Global Partner Agency of the Year for North America.

The firm's core technology competency is the design and development of Interactive Visual Aids (IVAs) and compliant CLM presentations for healthcare professionals, executed on IQVIA and Veeva platforms. Additional technical scope includes HubSpot CMS website development, CRM setup with custom properties, workflows, and bi-directional API integrations, plus eCommerce builds integrated with WordPress. The company also offers overflow development support to peer agencies needing IQVIA or Veeva content delivery, and a free Website Grader tool for top-of-funnel lead generation.

Envisage monetizes through quote-based, project-based and multi-year retainer professional services engagements. Pricing is not publicly disclosed; contracts are tailored per client. The go-to-market is sales-led and enterprise-oriented, with direct client engagement, platform-driven referrals from HubSpot and IQVIA, and case-study-led credibility (Dexcom, Whispergenics, LG Planning Group). The firm is privately held with founder/management ownership and has not raised disclosed institutional capital.

Name

Envisage Solutions Group

Legal name

Envisage Solutions Group

Website

https://envisagesg.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Envisage Solutions Group is a US digital marketing and sales enablement agency, certified with HubSpot, IQVIA, and Veeva, serving life sciences, pharmaceutical, medical device, and other professional services clients with web, CRM, and compliant CLM content services.

Ownership category

akta.pro rank

Headquarters

HQ city

Oceanside

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Digital Marketing Services: Comprehensive digital marketing services including web design and development, eCommerce solutions, lead generation, SEO, social media, and branding. Delivered as project-based engagements or ongoing retainer relationships.
2. Platform Implementation Services: Implementation and migration services for HubSpot, IQVIA, and Veeva platforms including CRM setup, content migration, integrations, and team training.
3. Sales Aid Development: Creation and development of interactive visual aids (IVAs) and sales materials for pharmaceutical, life sciences, and medical device companies.
4. CRM Implementation & Sales Enablement: Strategic CRM setup, customization, workflow automation, and sales enablement services to align sales and marketing efforts.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Envisage Solutions Group is a digital marketing agency that sells professional services spanning web design and development, eCommerce (Magento, WooCommerce), lead generation, SEO, social media, branding and creative, and CRM implementation and sales enablement. It operates as a certified HubSpot, IQVIA, and Veeva partner and differentiates itself by creating compliant, data-rich Interactive Visual Aids (IVAs) and CLM content for pharmaceutical, biotech, and medical device companies.

Product overview

Envisage Solutions Group is a digital marketing agency offering a portfolio of services centered around lead generation, web development, and sales enablement. Their core offerings include Web Design & Development, eCommerce (Magento/WooCommerce), Lead Generation & Marketing, SEO, Social Media, CRM Implementation & Sales Enablement, and Branding & Creative services. They operate as a certified partner for HubSpot (providing onboarding, CRM implementation, integrations/migrations, and CMS website development) and as certified partners for IQVIA and Veeva platforms (creating interactive visual aids and CLM content for the life sciences/pharmaceutical industries). The portfolio includes a free Website Grader tool. Services are delivered by a team with over 45 years of combined marketing and advertising experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Web Design & Development Designs and builds websites that aim to positively impact the client's bottom line, including CMS expertise, website and landing page development, creative design, copywriting, SEO, analytics, and software integrations with HubSpot, Salesforce, Veeva, and IQVIA.
• eCommerce Development Increases sales and optimizes customer experiences through Magento and WooCommerce eCommerce sites integrated with WordPress for retail and B2B sellers needing scalable online stores.
• Lead Generation & Marketing Strategic lead generation and inbound marketing campaigns including website modernization, industry thought leadership content, lead-capture offers (eBooks, white papers, reports), email marketing, and social media advertising.
• SEO Search engine optimization focused on Google Maps ranking, Google My Business optimization, and driving organic search traffic through industry thought leadership content.
• Social Media Marketing Aligns social media with overall marketing strategies through organic social content creation and paid social media advertising for lead generation.
• CRM Implementation & Sales Enablement Aligns sales and marketing efforts through comprehensive CRM setup including custom fields, views, reports, and workflows, plus sales enablement content and coaching.
• Branding & Creative Elevates and delivers brand promise through brand strategy, positioning messaging, visual brand identity guidelines, and video production and photography services.
• IQVIA Platform Services Certified IQVIA agency partner delivering OCE Personal (formerly OCE Sales), OCE Digital, and MI Touch development for compliant, data-rich Interactive Visual Aids and CLM presentations used by life sciences sales teams.
• Veeva Platform Services Designs and develops Interactive Visual Aids for Veeva CLM, Approved Email, and Engage modules, providing overflow agency support for other agencies needing Veeva content development.
• HubSpot Onboarding Four-step HubSpot onboarding process covering discovery and goal setting, portal configuration and smart workflow setup, training and optimization, and ongoing support.
• HubSpot CRM Implementation Custom HubSpot CRM configuration including contact, company, and deal properties, deal stages and sales pipelines, team inbox connections, templates and sequences, and third-party app integration.
• HubSpot Integrations & Migrations Hassle-free HubSpot integrations and migrations including bi-directional APIs, custom property mapping, workflow automation, contact/company/deal record importing, team adoption, and dashboard reporting.
• HubSpot Marketing & Sales Services Aligns sales and marketing on HubSpot through buyer persona creation, content gap documentation, customer interaction tracking, customer-centric language development, and monthly alignment meetings.
• HubSpot CMS Website Design & Development Designs and builds responsive websites on HubSpot's CMS with dynamic content, SEO best practices, landing pages, forms, blogs, and ongoing optimization.
• Website Grader Free tool that grades websites on key metrics including performance, mobile readiness, SEO, and security, used as a lead-generation touchpoint.

Quantifiable outcome

• CLM migration from Veeva to IQVIA OCE completed in under 30 business days (vs typical 3-month project)
• +1 more outcomes

Named customers5 records

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• IQVIAcoreTechnology or IntegrationCertified agency partner in IQVIA OCE Personal (formerly OCE Sales), OCE Digital, IQVIA Remote Detailing, and MI Touch. Awarded IQVIA's 2021 Global Partner Agency Award for North America. Provides creation and development of compliant, data-rich CLM presentations and interactive visual aids (IVAs) for healthcare professionals.
• VeevacoreTechnology or IntegrationCertified agency partner with over seven years of experience in Veeva CLM, Approved Email, and Engage platforms. Creates digital media and sales aids that help pharmaceutical and life sciences companies tell their brand story to healthcare professionals.
• HubSpotcoreTechnology or IntegrationFull-service HubSpot Solutions Partner providing comprehensive services including onboarding, CRM implementation, integrations and migrations, marketing and sales services, and CMS/website design and development.
• BFW AdvertisingminorChannel Partner/ Reseller/ DistributorAgency partnership where Envisage Solutions Group provides overflow IQVIA development work for BFW Advertising, supporting their client deliverables.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• closerlook: Independent pharma marketing agency focused on data-driven HCP and DTC engagement. Comparable to Envisage in narrow focus on life sciences brands, multichannel digital execution, and content-driven sales-aid development, with deeper data analytics specialization.
• Juice Pharma Worldwide: Independent pharma and consumer health advertising agency providing creative, digital, and multichannel HCP/DTC work. Directly comparable to Envisage in industry vertical (pharma) and offering portfolio (digital + compliant content), but with a broader consumer health angle.
• HCB Health: Independent healthcare advertising agency providing creative, digital, and analytics services to pharma, biotech, and medical device clients. Directly comparable to Envisage in vertical focus (healthcare/pharma/medical device) and offering mix (digital + sales enablement), with broader analytics emphasis.
• AbelsonTaylor: Long-standing independent healthcare/pharma advertising agency serving major pharma brands across creative, digital, and CRM campaigns. Directly comparable to Envisage in vertical (pharma/healthcare), offering mix (compliant creative + digital), and customer profile (large pharma), but at materially greater scale.
• precisioneffect: Medical marketing agency delivering strategy, creative, and digital engagement for healthcare clients. Closely comparable to Envisage in vertical (healthcare/life sciences), customer profile (mid-to-large healthcare brands), and offering scope (digital + sales enablement content).
• Intouch Group (now part of Avalanche, an IPG Health company): Large pharma-focused digital marketing agency specializing in HCP engagement, CRM integration, and multichannel campaign execution for life sciences brands. Directly comparable to Envisage in target market (pharma/medical device) and core offering (compliant digital content and sales enablement), with similar IQVIA/Veeva ecosystem positioning but greater scale.
• Harrison & Star (Omnicom Health): Specialist pharma/life sciences advertising agency known for launch-focused brand campaigns and HCP engagement. Comparable to Envisage in vertical specialization, creative + digital integration, and pharma compliance requirements, with deeper launch-brand expertise.
• Biolumina (Omnicom Health): Specialty pharma agency within Omnicom Health focused on brand storytelling and HCP engagement across launches. Comparable to Envisage in pharma vertical and client-overlap category (specialty pharma brands), with deeper brand-launch specialization.

Emerging players

• SmartBug Media: HubSpot Elite solutions partner providing inbound marketing, CRM implementation, and sales enablement for mid-market B2B brands. Overlaps with Envisage in HubSpot partner positioning and CRM/automation services, but without the pharma/IQVIA/Veeva specialization.

Broad incumbents

• Real Chemistry (formerly W2O Group): Large health-focused data, communications, and marketing services firm serving pharma, biotech, and consumer health. Comparable to Envisage in pharma/healthcare client base and digital marketing scope, but operates as a broad incumbent with full-service data, PR, and communications portfolio at significantly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/EnvisageSG
• Facebookfacebook.com/envisagesg
• LinkedInlinkedin.com/company/envisage-solutions-group

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Envisage Solutions Group