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The Sales Nerd App

Native Salesforce Application to track all Project Communication

The Sales Nerd

Marketing and Sales Business Transformations Speacialists

Project Visibility in your Salesforce

We've developed a simple project methodology that is housed in your Salesforce instance. We will track progress, communicate around specific builds, and work in an environment built for testing. 

50+ Best Practices for Sales and Marketing Platforms.  Depending on the project we can start there, or we can have a targeted approach on an important known problem.

The Sales Nerd App has a formalized testing infrastructure with Test Cases and Test Case results.  We will use that to help train your team on the build, as well as ensure we understood what you wanted built.

Project Management, visbility, and communication is held within this custom native salesforce application.  You will see where each item is, who is the blocker, and have a history of the decisions we've made together.

Post-Go Live and Documentation is built into the process.  You'll see the Acceptance Criteria and Solution Design which will help your teams to maintain what we build.

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It's free for all our clients...

Communication is the most important part of any large project, and it's for this reason we don't charge for this tool.  The Application is built to help you to know what you are getting and closely align you with your team while they are making big decisions.

During and after our project, you'll have the following items in detail:

  • Requirements

  • Acceptance Criteria and Solution Designs

  • Live Timeline and Status

  • Testing Strategy

  • All Project Related Communication

  • Post-Go-Live Bugs/Enhancements

  • Clear System Documentation for your Team


For projects in other CRM's

For projects that don't include a Salesforce Instance, we'll use Asana to manage our project timeline and work together.

Get in Touch

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