Services
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SALESFORCE implementation & CONSULTING

Salesforce implementation
and consulting for B2B companies

Nomad is a Salesforce consulting and implementation partner for B2B SaaS and mid-market companies. We design, build, and optimize Salesforce Sales Cloud, Service Cloud, Data Cloud, Revenue Cloud, and CPQ, and integrate Salesforce with Pardot, Marketing Cloud, Marketo and HubSpot as part of a complete RevOps stack.

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WHAT WE DO

Salesforce Consulting Services

Nomad handles both new Salesforce implementations and the optimization of existing orgs. Most B2B companies come to Nomad either because they are deploying Salesforce for the first time and want it built correctly from the start, or because their existing Salesforce instance has drifted (accumulated technical debt, unreliable data, and a CRM that no longer reflects how the sales team actually works).
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Nomad's Salesforce practice is embedded in a broader RevOps capability, which means every implementation is designed with the full go-to-market motion in mind, not just the CRM in isolation.

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01

Salesforce Consulting Services

New org setup or rebuild. Data model, opportunity stages, pipeline configuration, workflow automation, and user permissions designed around your actual sales process.

02

Salesforce org audit and cleanup

A structured assessment of an existing Salesforce org, identifying data quality issues, unused customizations, architectural problems, and integration gaps, followed by a phased remediation plan.

03

Revenue Cloud and CPQ

Implementation of Salesforce Revenue Cloud and CPQ for companies managing complex pricing, quoting, and subscription billing within their sales process.

04

Salesforce and MAP integration

Connecting Salesforce CRM with Pardot, Marketing Cloud or Marketo Engage: lead sync, campaign influence tracking, lifecycle stage management, and bidirectional data flow between marketing and sales.

05

Salesforce and HubSpot
integration

Configuring and maintaining the Salesforce–HubSpot integration for companies running HubSpot Marketing Hub alongside Salesforce CRM, ensuring clean, reliable data flow between both platforms.

06

Pipeline reporting and
forecasting

Building Salesforce reports, dashboards, and forecasting
configuration that give revenue leaders accurate pipeline visibility, connected to BI tools like Tableau or Looker where needed.

Products

Salesforce Products Nomad Implements

Nomad's Salesforce practice covers the core B2B revenue stack, from Sales Cloud for the sales team through Revenue Cloud for finance and billing, and the integrations that connect Salesforce to the rest of the GTM stack.

Products
What Nomad Does
Best Suited for
Salesforce Sales Cloud
Full implementation, redesign, or optimization, including data model, pipeline configuration, automation, and reporting
Any B2B company managing an inside or field sales team
Salesforce Revenue Cloud
Implementation of Salesforce Revenue Cloud for companies managing subscriptions, renewals, and complex revenue recognition
SaaS companies scaling past $10M ARR with subscription complexity
Salesforce CPQ
CPQ configuration for companies with complex pricing, bundling, or approval workflows in their quoting process
B2B companies with multi-product or variable pricing models
Salesforce + Marketo
Integration design, lead sync configuration, campaign influence, and lifecycle tracking between Salesforce and Marketo Engage
B2B companies running enterprise marketing automation alongside Salesforce CRM
Salesforce + HubSpot
Integration setup and maintenance between Salesforce CRM and HubSpot Marketing Hub or Sales Hub
Mid-market companies using HubSpot for marketing with Salesforce as the CRM of record
WHEN TO ENGAGE

Signs you need a Salesforce implementation partner

Nomad works with companies across the full Salesforce maturity spectrum, from first deployment to enterprise optimization. These are the most common situations that bring B2B companies to us.

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You are deploying Salesforce for the first time and want it built to reflect your actual sales process, not the out-of-box defaults.
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Your existing Salesforce org has become unreliable. Reps don't trust the data, dashboards are broken, and forecasting is done in spreadsheets.
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You are integrating Salesforce with Marketo or HubSpot and need the connection designed properly, not just switched on.
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You are moving to Revenue Cloud or CPQ and need a partner with specific implementation experience in those products.
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Your Salesforce admin has left and the org needs an outside expert to assess, stabilize, and document it.
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You need pipeline reporting and forecasting that revenue leadership can actually rely on for board and investor conversations.
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You are preparing for a system consolidation or data migration and need Salesforce to be the clean system of record on the other side.
HOW WE WORK

How a Nomad Salesforce engagement works

Every Salesforce engagement starts with an honest assessment of the current state before any build work begins. Nomad scopes based on what we find, not a fixed package, so the work matches the actual problem.

Phase 1

Salesforce audit

A structured review of the current org (data model, automation, integrations, data quality, and reporting) producing a prioritized findings document and remediation roadmap.

Phase 2

Architecture design

Designing the target Salesforce architecture (object model, field structure, pipeline stages, automation rules, and integration points) before any configuration begins.

phase 3

Build and configure

Hands-on configuration, data migration, automation build, and integration setup with documentation throughout so your team understands what was built and why.

Phase 4

Salesforce and Marketo
integration

Admin and end-user training, documentation of the org architecture, and a structured handoff so your internal team can own and maintain Salesforce after the engagement closes.

FAQ

Common Questions

What does a Salesforce implementation partner do?

A Salesforce implementation partner like Nomad designs, configures, and deploys Salesforce for a company's specific sales and revenue processes. This includes CRM architecture, data model design, workflow and automation setup, user training, and integration with other tools like Marketo or HubSpot. A good Salesforce partner brings both technical Salesforce expertise and go-to-market experience, so the CRM reflects how the sales team actually works, not just what Salesforce can do out of the box.

What Salesforce products does Nomad implement?

Nomad's Salesforce practice covers Sales Cloud, Revenue Cloud, and Salesforce CPQ for B2B companies. Nomad also handles Salesforce integration with Marketo Engage and HubSpot, connecting CRM with marketing automation as part of a broader RevOps stack.

How long does a Salesforce implementation take?

A typical Salesforce Sales Cloud implementation for a B2B SaaS company takes 12 to 16 weeks depending on complexity, data migration requirements, and integrations. A focused Salesforce audit and cleanup project can take as little as 3 to 4 weeks. Full Revenue Cloud or CPQ implementations typically run ~3 months. Nomad scopes each engagement based on the current state of the CRM and the target architecture before committing to a timeline.

Does Nomad work on existing Salesforce instances or only new implementations?

Both. Nomad handles new Salesforce implementations from scratch and also takes on cleanup, optimization, and restructuring of existing Salesforce orgs. Many engagements begin with a Salesforce audit (a structured assessment of the current org to identify data quality issues, architectural problems, unused customizations, and integration gaps) before moving into a phased remediation and optimization plan.

When should a B2B company hire a Salesforce implementation partner?

B2B companies typically need a Salesforce implementation partner when they are deploying Salesforce for the first time, when their existing Salesforce instance has become disorganized and unreliable after years of self-management, when they are integrating Salesforce with a new marketing automation platform like Marketo or HubSpot, or when they are moving to Revenue Cloud or CPQ and need a partner with specific expertise in those products.

What is the difference between a Salesforce ISV and a Salesforce consulting partner?

A Salesforce ISV (independent software vendor) builds products that run on the Salesforce platform. A Salesforce consulting partner like Nomad implements and configures Salesforce for client companies designing the CRM architecture, customizing it to fit the client's sales process, migrating data, and integrating it with the rest of the revenue stack. Consulting partners are listed on the Salesforce AppExchange under the Partners section.
TOOLS AND CERTIFICATIONS

Salesforce Certifications and Stack

Nomad's Salesforce consultants hold certifications across the core Salesforce product suite. Engagements typically involve Salesforce alongside the wider RevOps and marketing automation stack.

Work with Nomad on Salesforce

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