Services
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Marketing & Sales Operations Consulting

Marketing operations and sales operations consulting for B2B companies

Nomad is a marketing operations (MOps) and sales operations (SOps) consulting firm for B2B companies. We design and build the processes, systems, and reporting infrastructure that make marketing and sales teams more efficient, and more accountable to revenue outcomes.

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Definitions

MOPs & SOPs Explained

Marketing operations and sales operations are the engine rooms of a B2B revenue function. They are less visible than demand generation or quota-carrying sales, but they determine whether the rest of the revenue team can operate at scale.

Marketing Operations - (MOPS)

Marketing operations is the function that owns the systems, processes, data, and reporting that make a marketing team run. In practice, this means marketing automation (Marketo, HubSpot), CRM integration with Salesforce, lead lifecycle and scoring models, campaign operations, database management, and marketing attribution reporting.

A strong MOPs function means campaigns go out on time, leads route correctly to sales, and marketing can prove its contribution to pipeline.

Sales Operations - (SOPS)

Sales operations is the function that owns the systems, process, data, and reporting that make a sales team run. This means CRM architecture and hygiene (Salesforce), pipeline stage design, territory and quota modeling, sales process documentation, forecasting, and sales performance reporting.

A strong SOPs function means reps spend time selling rather than fighting the CRM, and revenue leaders have reliable data to manage and forecast the business.

What We Do

MOps & SOps Services

Nomad delivers both marketing operations and sales operations consulting, either as separate engagements or as acombined practice when companies are building or redesigning both functions at once.

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MOPS 01

Marketing automation implementation

Marketo Engage and HubSpot Marketing Hub implementation, configuration, and optimization, including Salesforce integration, lead scoring, and campaign architecture.

MOPS 02

Lead lifecycle and scoring

Designing the lead lifecycle model and scoring framework that reflects real buyer behavior, and building it in Marketo or HubSpot with the Salesforce integration to match.

MOPS 03

Campaign operations and database management

Ongoing campaign execution support, list management, database hygiene, and the operational process that keeps marketing programs running reliably at scale.

MOPS 04

Marketing attribution and reporting

Building the attribution model and reporting infrastructure that connects marketing activity to pipeline and revenue, in Marketo, HubSpot, Salesforce, and connected BI tools.

SOPS 01

Salesforce CRM architecture

Designing and building the Salesforce data model, pipeline configuration, automation, and reporting that gives the sales team a CRM that reflects how they sell.

SOPS 02

Territory, quota, and forecasting

Territory design, quota modeling, and the Salesforce forecasting configuration that gives revenue leadership reliable visibility into the business.

SOPS 03

Sales process and playbook design

Documenting the sales process, building the playbooks, and systematizing the motion so new reps can ramp faster and the team operates consistently.

SOPS 04

Lead routing and handoff design

Designing the lead routing logic and marketing-to-sales handoff process, including SLA definition, assignment rules in Salesforce, and the shared accountability model between MOps and SOps.

WHEN TO ENGAGE

Signs you need a MOps or SOps consulting firm

Your marketing automation (Marketo or HubSpot) is running on autopilot: programs nobody has reviewed, a scoring model nobody trusts, and data nobody stands behind.

01
Marketing can't prove its contribution to pipeline because campaign data isn't flowing correctly into Salesforce.
02
Leads are falling through the cracks between marketing and sales: no clear SLA, inconsistent routing, and no shared definition of what a qualified lead looks like.
03
Your Salesforce pipeline data is unreliable: deals miscategorized, stages not reflecting reality, and forecasting done in spreadsheets outside the CRM.
04
You are scaling the sales or marketing team and need the operational foundation to support more people without proportional chaos.
05
Your MOps or SOps headcount has turned over and you need an outside partner to stabilize operations while you rebuild internally.
FAQ

Common Questions

What is marketing operations consulting?

Marketing operations (MOps) consulting is the practice of designing and improving the processes, systems, data, and reporting infrastructure that make a marketing team more effective. A marketing operations consulting firm like Nomad helps B2B companies build or optimize their MOps function, covering marketing automation (Marketo, HubSpot), CRM integration, lead lifecycle management, campaign operations, database hygiene, and marketing performance reporting.

What is sales operations consulting?

Sales operations (SOps) consulting is the practice of designing and optimizing the processes, tools, data, and reporting that enable a sales team to operate efficiently and predictably. A sales operations consulting firm like Nomad helps B2B companies build or improve their SOps function, covering CRM architecture (Salesforce), territory and quota design, pipeline management, sales process documentation, forecasting, and sales performance reporting.

What is the difference between marketing operations & revenue operations?

Marketing operations (MOps) focuses specifically on the systems, processes, and data that support the marketing function, primarily marketing automation, campaign operations, lead management, and marketing reporting. Revenue operations (RevOps) has a broader scope: it covers marketing, sales, and customer success operations together, with a focus on aligning all three functions around shared data and revenue outcomes. Many companies that start with separate MOps and SOps functions eventually consolidate them under a RevOps umbrella. Nomad works at all three levels.

What does Nomad do as a marketing operations consulting firm?

Nomad's marketing operations consulting practice helps B2B companies design and build the MOps function, including marketing automation implementation and optimization (Marketo, HubSpot), CRM integration with Salesforce, lead scoring and lifecycle model design, campaign operations process, database management, and marketing attribution reporting. Nomad works both on project-based MOps buildouts and as an ongoing MOps partner on retainer.

What does Nomad do as a sales operations consulting firm?

Nomad's sales operations consulting practice helps B2B companies design and build the SOps function, including Salesforce CRM architecture and optimization, pipeline stage design, territory and quota modeling, sales process documentation, forecasting infrastructure, and sales performance reporting. Nomad also helps companies design the marketing-to-sales handoff process and the lead routing logic that connects MOps and SOps.
TOOLS AND CERTIFICATIONS

Technology we work with

Nomad's consultants hold certifications across the core Salesforce, Adobe and HubSpot product suites. Nomad's MOps and SOps engagements span the full B2B marketing and sales technology stack.

SALESFORCE SALES CLOUD
MARKETO ENGAGE
HUBSPOT
PARDOT
LEANDATA
SALESLOFT
qualified

Work with Nomad on marketing and sales operations

Tell us about your current operations setup and what you're trying
to fix or build. We'll respond within one business day.