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The Sales Nerd

Specialists in Marketing and Sales Business Transformations



Business Transformations

Have a company merger, new tech stack implementation, or are you redefining key Sales and Marketing Metrics?  We will organize, design, and implement the custom work necessary in your Marketing Automation and Sales Platforms.

CRM and MAP Specialists

We are tool agnostic, as most of the architecture doesn't vary tool to tool. We specifically focus and have deep history with Salesforce, Hubspot, Pardot, and Marketo.


Develop your Revenue/Marketing Operations strategy and guide your team by using our experience growing companies' infrastructure.  We help to create actionable data from the operational handshake between the Marketing, SDR's, Sales, Legal, and Finance teams.

The Sales Nerd App

The most important part of a project is communication.  For that reason all of our clients have access to The Sales Nerd App native to Salesforce.  This allows us to decide on deliverables, communicate around specifics, and keep everything documented including Requirements, Test Cases, Risks, and Post-Go-Live tickets.  It's yours to keep after the project too!

Recent Client Story


We partnered with The Sales Nerd to fix our internal "Frankenstein" funnel. They came highly recommended with world-class experience to build an 'end-to-end' funnel and quickly integrate these changes into our Sales and Marketing platforms.


Our system had a complex set of existing and outdated automation.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.


The Sales Nerd was professional and flexible with their communication. They always delivered on time and it was quite a pleasant surprise to have a service provider actually stay within budget. I highly recommend them for building a dependable and scalable marketing operations and CRM strategy.


Rex Golbraith, CRO

Previous Partners

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