We are Operations Specialists passionate about creating visibility and alignment across your organization—so your CRM works for you, not against you.
You’re not the first to face these challenges, but you could be the next to overcome them.
We were founded at the intersection of two critical skill sets: Operational Expertise and Technical Execution. Our team works alongside yours to bridge the gap between strategy and systems, ensuring a seamless, reliable flow of data throughout your tech stack.
At The Sales Nerd, we take a tool-agnostic approach, working within your Business System Architecture to create a seamless data ecosystem. Whether you use HubSpot or Salesforce as your CRM—paired with Marketo, Pardot, or other marketing platforms—we ensure that every connected tool is aligned and optimized for your operations.
We’ve operationalized companies from $0 to $400M ARR, and there’s not much we haven’t seen. Your business systems should evolve with your size and go-to-market strategy—and we meet you where you are to help you take the next best step forward.
As the Head of Revenue Marketing, I sought to enhance our systems and processes to improve scalability and efficiency. Michael and his team conducted a thorough Marketing Funnel and System Audit, which offered clear insights and practical recommendations to optimize our HubSpot setup and refine handoffs across teams.
Our system had a complex set of existing and outdated automation. We needed to streamline our processes and systems before expanding our team and our marketing spend. The Sales Nerd, through collaborative planning sessions, defined our Marketing Attribution and Funnel Design, then executed flawlessly the change management required to maintain the system.
They worked with us to do a deep dive into our existing funnel, helped us understand where the gaps were, and gave us the tools to design a funnel that’s aligned with best practices. Their discovery process was thorough, insightful, and immediately actionable.
Perhaps what sets them apart the most is their ability to bring teams along on the journey. They don’t just deliver solutions—they upskill internal teams, build alignment among stakeholders, and focus on enablement to ensure the changes last well beyond go-live.
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