Salesforce
Salesforce
Nexus helps your business get more from Salesforce. We handle CRM implementation and revenue operations, then deliver finished work to your board for one approval.
14-day
Free trial to see real platform work before you pay
1 board
Every project scoped, built, and waiting for approval


What you receive
Finished Salesforce work that lands on your board
Salesforce setup, optimization, and ongoing work handled by Nexus
Deliverables tied to your data and what your business is trying to grow
Finished flows, pages, campaigns, or configs on your board for approval
Human review before anything goes live in your account
How Nexus operates your CRM
What Nexus does in Salesforce

How it works
Get more from Salesforce without another vendor queue
Connect your accounts, let Nexus study your Salesforce setup, and approve finished work as it lands. No separate handoff deck or ticket queue.
What Nexus spots across sales and marketing data
See what Salesforce data means for your business
Most businesses set up Salesforce once and rarely tune it again. Nexus turns platform data into projects you can review, approve, and publish.
Wholesale or B2B buyers with friction on public reorder paths
Marketing and sales outreach to the same accounts without coordination
CRM properties drifting from your tags after platform changes
High-LTV customers not flagged for retention programs
Daily opportunity scan

Wholesale or B2B buyers with friction on public reorder paths
Marketing and sales outreach to the same accounts without coordination
CRM properties drifting from your tags after platform changes
High-LTV customers not flagged for retention programs
Pipeline stages that ignore repeat purchase behavior
Works with the tools you already use
Salesforce
Connect Salesforce alongside the other tools your business already uses so Nexus has the full picture when it plans and delivers work.

HubSpot
Pipeline and customer records aligned to how you sell.

Pipedrive
Pipeline and customer records aligned to how you sell.

Segment
Reporting and funnel data your team can act on each week.

Klaviyo
Email and SMS data for campaigns, segments, and lifecycle work.

Chargebee
Subscriber and billing data for retention programs.

Google Analytics 4
Reporting and funnel data your team can act on each week.

