Many Mid Market
Companies Have
Broken Salesforce.
We Can Fix That.

We’ve fixed this for dozens of mid-market companies. The pattern is always the same: good platform, bad execution. We find the broken pieces and fix them fast.

Before & After with Cloud Nexus

Before & After with Cloud Nexus

Why One Vendor Changes Everything

The 11-Phase Merger Journey

• How do you know if a Salesforce system is "broken"?

  If your team uses Salesforce for reporting but doesn’t trust the data enough to make decisions from it, it’s broken. If people are keeping spreadsheets “just in case,” it’s broken. If your sales manager can’t answer “How much pipeline do we have?” without manually consolidating multiple reports, it’s broken. Broken doesn’t mean crashed—it means configured in a way that makes people avoid using it.

• Can you actually fix a broken Salesforce system, or do you rebuild from scratch?

  We fix it. Rebuilding from scratch is expensive, time-consuming, and usually unnecessary. Most broken systems just have architectural problems: wrong field types, missing automation, poor data structure, etc. We audit, identify the core issues, and make surgical fixes that restore trust in the data. Sometimes that means refactoring data, sometimes it means better configuration, sometimes it means training. But it’s rarely a full rebuild.

• How long does an audit take?

  Our free 90-minute audit is exactly that: 90 minutes. We dive into your org, run diagnostics, identify the main problems, and give you a clear breakdown of what’s broken and how we’d fix it. It’s enough to understand the scope, not enough to write War and Peace about it. After that, if you want a full remediation roadmap, we scope that separately.

• Why does it matter that you work remotely?

  Because your Salesforce problem isn’t solved by someone sitting in your office. It’s solved by someone who understands systems architecture, data integrity, and your business. We do that work over Zoom, Slack, and screen sharing the same way anyone does it in person. What you get is access to Salesforce expertise without paying for plane tickets or fancy office locations. Plus, we’ve been remote for years—we’re actually good at it.

• What does "Time & Materials" actually mean for my budget?

  It means you pay for hours actually worked. Not estimated hours. Not a monthly retainer for services you might not need. You get a detailed timesheet with every invoice showing exactly what we did, when, and for how long. You can pause projects without penalty. You only pay for what you use. No surprises, no black-box billing.

• Do you do implementation work or just audits and optimization?

  Both. We audit broken systems and fix them. We also do implementation for companies starting fresh or migrating from other platforms. We do integrations, custom development, automation workflows, data migration, reporting architecture—anything that requires someone who actually understands Salesforce data structure. Basically, we do the work that makes Salesforce actually function as a system instead of a glorified contact database.

• How do you handle companies that are completely new to Salesforce?

  We treat new implementations with the same rigor as fixing broken ones. We don’t just set it up—we architect it properly from the start so you don’t end up with a broken system three years in. That means thinking about data structure, automation, reporting, and integration from day one. It’s actually easier than fixing a broken org.

• What if we're mid-project with another consultant and their work is... not good?

  We can audit what they built, tell you what’s wrong with it, and either fix it or recommend you pause and restart with better architecture. We won’t bash other consultants, but we will be honest about whether their work is solid. If it’s bad, you should know.

• Can you handle big Salesforce orgs with complex requirements?

  Yes. Size and complexity are just factors in scoping. We’ve worked on enterprise orgs with thousands of users, multiple clouds (Sales, Service, Commerce), deep integrations, and custom development. The principles are the same: clean data architecture, trustworthy automation, transparent billing. The scope is bigger, but the approach is the same.

• What happens after you fix the system?

  Your team should actually use it, because the data is trustworthy and the workflows make sense. We’ll usually recommend training so people understand the changes we made. We can also set up ongoing support if you want—not a retainer, just hourly support for questions and minor tweaks. But the goal is you’re self-sufficient and your system actually works.

• Do you have experience with CPQ, Field Service, or Marketing Cloud?

  Yes. We’ve led full CPQ implementations from sandbox to production—products, bundles, pricing rules, advanced approvals, the works. We support field service operations at scale (750+ mobile technicians) and specialize in Marketing Cloud Account Engagement (Pardot) for lead nurturing and marketing automation. If your requirements are beyond Sales Cloud, we know those clouds too.

• Our data is a mess. Can you actually clean it up without breaking everything?

  Yes, but it takes planning. Bad data usually comes from bad structure—wrong field types, missing validation rules, poor automation logic. We use tools like Dataloader and DLRS (Declarative Lookup Rollup Summaries) to systematically clean and validate data while implementing rules to keep it clean going forward. We also build reports that let you audit the cleanup as it happens.

• What about reporting and dashboards? Can you help us actually trust our numbers?

  That’s core to what we do. We audit data quality first, then build reporting architecture that gives you trustworthy insights. We can work with Salesforce native reports, Tableau, Snowflake, or cloud analytics platforms like AWS and GCP. The goal is dashboards that stakeholders actually rely on for decisions, not vanity metrics.

• We're thinking about migrating from Classic to Lightning. How bad will it be?

  Not as bad as you think. Lightning migrations are mostly about testing—making sure your custom code, workflows, and page layouts render correctly. The data doesn’t move. We’ve done these for large organizations; the key is methodical testing and training. Most teams adapt quickly once they understand that Lightning is actually more stable and powerful.

• Do you work with nonprofits or government? We have weird requirements.

  Yes. We have deep experience with NPSP (Nonprofit Success Pack) and government sector implementations. Weird requirements are normal in those spaces—mission-driven organizations often need custom solutions that off-the-shelf platforms don’t support. We build those solutions right.

• What about security and compliance? How do you handle sensitive data?

  With seriousness. We design permission structures, row-level security rules, sharing settings, and data validation to protect sensitive information. We also help with HIPAA, SOC 2, and other compliance needs. Security isn’t an afterthought in our implementations—it’s baked in from the start.

• Can you integrate Salesforce with our other systems (ERP, accounting software, etc.)?

  Yes. We’ve integrated Salesforce with SAP, Oracle, NetSuite, QuickBooks, ServiceNow, and many others. Integration is about clean data mapping, reliable sync logic, and monitoring. We design those connections so data flows reliably and breakage is rare.

• How many people are on your team, and will the same person work on my project the whole time?

  We’re a small, specialized team of certified Salesforce architects with deep expertise in different areas—admin, CPQ, marketing automation, data/BI, and field service. You’ll typically work with a core person, but you benefit from the entire team’s knowledge. Continuity matters to us; we don’t hand you off to junior staff.