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.
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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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.
Our system had a complex set of existing and outdated automation.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.
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.
Working with The Sales Nerd across our SaaS portfolio companies has been an incredibly rewarding experience. Their team has brought not just deep technical expertise in Salesforce, Marketo, HubSpot, and Pardot, but also a thoughtful and collaborative approach that has made a real difference for our companies.
One thing I’ve truly appreciated is how they keep us informed with consistent updates and transparent communication. This has given me invaluable visibility into where our companies need help, allowing me to prioritize and focus our efforts on the areas with the greatest growth potential.
Their structured, repeatable process has been a game-changer. By streamlining critical handoffs between Marketing, SDRs, and Sales teams, The Sales Nerd has helped unlock operational efficiency and alignment in ways that are immediately impactful. On top of that, their work with attribution models through the varying platforms—tying ad spend directly to sales success—has provided us with clarity and confidence in making data-driven investment decisions.
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.
I’m incredibly grateful for the partnership we’ve built with The Sales Nerd. They’ve been instrumental in helping our portfolio scale and thrive, and I’m excited to continue working with them to unlock even more growth opportunities.
