At The Sales Nerd, we understand that a powerful growth stack goes beyond just a CRM and marketing automation platform. A well-optimized system requires tools that enrich data, improve attribution, and streamline sales processes. We’ve worked across a wide range of tools, allowing us to design integrated systems that enhance visibility, improve targeting, and automate your funnel.
Because of our deep background in Marketing and Revenue Operations, we know what each tool does best and how they should work together. We take a tech-agnostic approach, ensuring your stack is built to support your go-to-market motion and business goals—not just the latest industry trends.
We specialize in solving complex operational challenges, ensuring your systems and teams work together seamlessly. Whether you need to improve lead routing, enhance data quality, or optimize your sales and marketing alignment, we’re here to help. Below are some of the key projects we tackle and the benefits our clients experience.
Your tech stack should fuel growth, not create bottlenecks. Our System Audit dives deep into your CRM, marketing automation, sales engagement, and data enrichment tools to identify inefficiencies, integration gaps, and data inconsistencies.
We provide clear recommendations and an action plan with your Status, Risk, and Lift to ensure your systems are aligned, scalable, and optimized for your business needs.
A misaligned funnel leads to wasted leads, inefficient handoffs, and lost revenue. We analyze your lead flow, conversion points, and sales handoff processes to eliminate friction and improve efficiency. This is a visual team building experience that makes it very clear to the team what needs to be done.
Whether it's refining SDR/AE workflows, expansion funnels, or multi-touch engagement strategies, we help create a clear, data-driven funnel that increases pipeline velocity and conversion rates.
If you can’t measure it, you can’t improve it. We help companies implement accurate marketing attribution models that track campaign influence, lead sources, and multi-touch journeys across the funnel. From building out custom dashboards to integrating platforms like Bizible, Marketo, and Salesforce, we ensure your reporting delivers the insights needed to optimize spend and drive revenue growth.
Your tech stack is only as powerful as the way it’s set up. We evaluate your CRM, automation, data enrichment, and routing tools to ensure they work together seamlessly. Whether it’s optimizing HubSpot, Salesforce, LeanData, ZoomInfo, 6sense, or other tools, we help you build a cohesive, scalable system that supports your go-to-market motion—not one that holds it back.
Implementing new tools and processes is only half the battle—getting your team to adopt them is the other. At The Sales Nerd, we don’t consider a project successful unless your team is actively using and benefiting from the systems we build. That’s why we focus on change management strategies that drive alignment, adoption, and long-term success. Through hands-on training, clear documentation, and ongoing team enablement, we ensure your sales, marketing, and RevOps teams fully leverage new systems and workflows—so your investment delivers real, measurable impact.
