— GET STARTED —
—— Salesforce Consulting Partner
Most Mid Market Companies Have Broken Salesforce.
We Fix It.
Cloud Nexus helps growing teams repair messy Salesforce orgs, keep them healthy, and turn them into systems your reps and leaders actually want to use.
Walk through your org with a senior consultant, surface quick wins, and leave with a clear, prioritized
action plan.
- 30+ Handpicked Projects
- 175+ years combined team experience
- 95% client retention
30%
Handpicked Clients
95%
Client Retention
36%
Salesforce Certifications
175%
Years Combined Exp.
Around 30 Handpicked Clients
— The Reality
Is this your Salesforce right now?
Data is a Mess
Duplicates, stale records, no one trusts the numbers.
Flows Keep Breaking
Automation works in Q1, fails by Q3. No one knows why.
Reports Lie
Your sales metrics don't match revenue. Leadership has stopped looking.
No One Uses It Correctly
Users have workarounds. Your Salesforce is just an expense.
We’ve fixed this for 200+ mid-market companies. The pattern is always the same: good platform, bad execution. We find the broken pieces and fix them fast.
We Fix the Jet While It's Flying
You can't shut Salesforce down for a "nice clean rebuild." Your sales, support, and finance teams need to keep working while you fix what's broken. We specialize in untangling complex orgs live—without bringing your business to a halt.
- Fix broken flows, validation rules, and triggers that slow users down or block deals.
- Clean up fields, page layouts, and record types so your org is easier to use and safer to change.
- Stabilize CPQ, billing, and integrations while revenue, renewals, and support keep moving.
Show us how your team uses Salesforce today, and we'll show you how to fix it without stopping the plane.
Real scenarios we fix mid-flight
Two orgs merged over the weekend. Duplicate records everywhere. Sales team shows up Monday morning to chaos.
We remap, deduplicate, and restore data integrity while your reps continue working — zero downtime, zero "we need to pause operations" calls.
Field Mapping Repair
Field mapping broke during an integration update. 3 months of data landed in the wrong place. Leadership is asking questions.
Flow Automation Repair
A Flow automation silently started misfiring. Opportunities are closing without required fields. Your pipeline data is unreliable.
Validation Rule Overhaul
Validation rules added during onboarding are now blocking your team from updating records. Adoption is plummeting.
Featured Case Study
Allucent
Allucent came to us with a Salesforce org built on a broken foundation — bad data model, broken automations, and a sales team relying on it every single day. A traditional consultant would've said: "freeze operations, tear it down, rebuild." We said no. We rebuilt the entire architecture mid-flight — zero downtime, zero disruption, full team continuity.
Read the Story →Zero Downtime
Your team keeps working
No Weekend Freezes
We work while you sleep
Instant Visibility
You see every change logged
Rollback-Ready
Every fix is reversible
We’re boutique by design — handpicked experts, not a big shop. If you need a large firm, we’re happy to refer.
Team Credentials
36 Salesforce Certifications Across Our Team
Our People
Meet the Team
Bob Rollar
CEO & Founder
Pete Oertel
Senior Salesforce Consultant
Jack Tarr
Senior Salesforce Architect
Sai Nikhil
Senior Mulesoft Developer
Vincent Kontor
Senior Data Visualization Specialist
Ayrielle Berrymen
Marketing Cloud & Salesforce Consultant
Jonathan Major
Senior Advanced Architect
Emily Haga
Customer Success Manager
Jeff Walker
Senior Project Manager / Data Analyst
Gaurish Goel
Senior Architect / Developer
— Our Services
Salesforce Solutions That Drive Results
From implementation to ongoing support, we deliver business-driven Salesforce solutions
across every cloud.
— How We Help
Quick Wins Now. System Maturity Over Time.
We deliver immediate impact and build toward long-term Salesforce excellence.
Before & After with Cloud Nexus
Quick Wins
- Eliminate duplicate data and broken workflows
- Fix reporting gaps and inaccurate dashboards
- Automate manual processes costing you hours weekly
- Improve user adoption with streamlined page layouts
Long-Term Maturity
- Scalable data architecture that grows with you
- Integrated tech stack with Salesforce as the hub
- Self-sufficient internal team through training
- Continuous optimization and strategic guidance
— Industries
Deep Expertise in Your Industry
We bring specialized Salesforce knowledge to every vertical we serve.
Nonprofits
Donor management, grants tracking, program outcomes — built on NPSP and Education Cloud.
Life Sciences
Clinical trial management, compliance workflows, and regulatory-ready data architecture.
Professional Services
Resource planning, project tracking, and pipeline management to grow revenue predictably.
— Results
Measurable Impact, Not Just Deliverables
Here’s what happens when Salesforce is done right.
40%
Increase in pipeline visibility
SaaS company went from spreadsheet forecasting to real-time Salesforce dashboards.
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60%
Reduction in manual data entry
Professional services firm automated intake, scheduling, and invoicing workflows.
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3x
Faster grant reporting
Nonprofit automated donor stewardship and compliance reporting across programs.
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Our Process
Discover → Design → Build → Launch → Support
A proven methodology refined over hundreds of Salesforce engagements.
STEP 01
Discover
We audit your org, interview stakeholders, and map business processes to understand where Salesforce fits.
STEP 02
Design
We architect a scalable solution aligned with your goals — data model, automation, integrations, and user experience.
Build
STEP 03
Iterative development with weekly demos. No surprises. You see progress in real-time and provide feedback.
STEP 04
Launch
Comprehensive testing, data migration, training, and a supported go-live that sets your team up for success.
STEP 5
Support
Ongoing optimization, admin support, and strategic guidance to ensure continuous ROI from your Salesforce investment.
How We Bill: Time & Materials
No Winner. No Loser. Just Fair.
In our experience, most billing models in the consulting industry are fundamentally flawed. They create an
adversarial dynamic — a winner and a loser. We think that’s a terrible foundation for a working relationship. So we
operate differently.
- One side always loses — you either overpaid or we undercharged
- Contractors pad estimates to protect their margins
- Scope creep disputes and change order battles
- You pay for estimated time, not actual time
- Incentivizes speed over quality
- Billed monthly regardless of whether you needed support
- Unused hours vanish — no rollover, no refund
- Creates dependency to justify ongoing billing
- Overinclusive contracts full of services you'll never use
- You're subsidizing other clients' slow months
The Cloud Nexus Way: Time & Materials
Transparent by Design
You pay for the actual hours worked and
the actual resources used. Nothing
more. No padding. No inflated estimates.
We Don't Bill for Quick Fixes
If it takes us less than 15 minutes to
resolve, it's on us. No nickel-and-diming for a configuration tweak or quick fix.
Every Hour is Documented
Detailed time logs with every invoice. You'll know exactly what we worked on, when, and for how long.
Bottom line: With T&M billing, there's no winner and no loser. There's just work done well and work bied fairly. That's the only kind
of relationship we're interested in building.
- No Budget Lock-In
Need to pause a project? Done. No cancellation fees, no minimum commitments, no penalty clauses. Your budget stays in your control at all times.
- Incentivized to Work Efficiently
Unlike fixed-fee models that reward slow work, T&M incentivizes us to be fast and precise. Our reputation depends on delivering results efficiently.
— The Journey
Your Journey with Salesforce
From broken systems to streamlined success — watch how we transform organizations
The Problem
- Data in silos
- Manual reporting
- Slow decisions
- Low adoption
The Audit
- Deep analysis
- Quick wins found
- Roadmap created
- Risks identified
The Transformation
- Clean architecture
- Smart automation
- Team trained
- Processes optimized
The Results
- Data in silos
- 40% faster cycles
- Team adoption
- Ongoing support
Before & After with Cloud Nexus
- Before Cloud Nexus
- Salesforce feels like a file cabinet, not a business tool
- Reporting takes hours; nobody trusts the numbers
- Sales ops drowning in manual data entry
- Leadership flying blind on pipeline visibility
- Team avoids Salesforce when possible
- After Cloud Nexus
- Salesforce is the source of truth for the entire business
- Real-time dashboards guide every decision
- Automation handles routine work; team focuses on strategy
- Leadership sees pipeline, forecasts, and risks in real time
- Team adopts Salesforce as their daily operating system
$2.5M
Average pipeline visibility unlocked
40%
Faster sales cycles on average
95%
Client retention rate
The Cloud Nexus Difference
One Vendor. The Entire Revenue
Journey.
Most companies hire an SEO agency, a web design firm, and a Salesforce consultant —
three vendors, three invoices, three teams that never talk to each other. We own the entire
RevOps lifecycle so every layer compounds the one before it.
Why One Vendor Changes Everything
No Handoff Friction
Your SEO strategy informs your web copy, which maps to your Salesforce fields. One team owns the whole chain — nothing gets lost in translation.
Closed-Loop Attribution
Know which keyword, page, and CTA generated each closed deal — not just traffic. Full revenue attribution, start to finish.
Unified Data Model
Website visitor behavior, CRM engagement, and ERP revenue sit in the same data model. No duct-taped integrations between three vendors.
- SEO & AEO Optimization
- Conversion Web Design
- Salesforce Implementation
- RevOps Attribution
- Specialized Expertise
Merge Two Complete Salesforce Orgs
Without Losing a Single Record
We've successfully consolidated two entirely disparate Salesforce
organizations—different metadata, custom objects, field structures, and all—
executing a flawless zero-downtime merger over a single weekend. Here's
why this is exponentially harder than a typical migration.
The 11-Phase Merger Journey
Phase 0
End State
Define Scope
Phase 1
Discovery
Map everything
Phase 2
Governance
Golden records
Phase 3
Identity
Security model
Phase 4
Align processes
Catalog & pricing
Phase 5
Design
Build target org
Phase 6
Extract
Stage data
Phase 7
Crosswalks
Map relationships
Phase 8
History
Reduce duplicate
Phase 9
Test
Mock runs
Phase 10
History
Load timeline
Phase 11
Cutover
Go live safely
- Why It's Exponentially Hard
- Two completely different metadata structures
- Custom objects that don't match across orgs
- Fields on wrong objects requiring remapping
- Deduplicating accounts, contacts, leads, and dependents
- Preserving record ownership and creator history
- Maintaining created_date & created_by metadata
- Re-linking Activities, Tasks, Events, and Files
- Handling Salesforce-specific history objects
- Managing integrations and external IDs
- Ensuring zero data loss over a weekend cutover
- The Real Gotchas
- History Gaps
- Tasks, Events, Notes, Files—each have unique Salesforce-specific schemas. Miss one linking object and history disappears.
- Metadata Mismatches
- Different picklist values, record types, and custom fields require transformation logic. Dedupe before normalizing = merged wrong records.
- Identity Collapse
- Users, sharing rules, queues, and role hierarchies differ. Users may not see merged records without permission re-setup.
- Relationship Fragility
- One wrong external ID mapping = Activities attach to wrong accounts, emails land nowhere, Files become orphaned.
- Integration Chaos
- APIs, webhooks, and systems still writing to the old org. Cutover without redirect strategy = duplicate/lost data.
- The Weekend Crunch
- Minimal downtime + multiple parallel workstreams = zero room for "let's fix it in production."
2
Completely Different Orgs Merged
11
Coordinated Workstream Phases
0
Records Lost in Merger
1
Weekend Window (No Downtime)
This level of precision requires deep Salesforce architecture expertise, meticulous planning, and battle-tested execution.
- Financial Systems Transformation
Consolidate Multiple ERPs & Billing
Into Salesforce Revenue Cloud
We've consolidated multiple ERP and billing systems into a single unified Salesforce Revenue Cloud instance—preserving every contract amendment, invoice trace, tax calculation, and renewal dependency. Here's why this demands financial rigor, not just technical integration.
The 11-Phase Revenue Cloud Journey
Phase 0
End State
Define financials
Phase 1
Inventory
Map systems
Phase 2
Governance
SoR + controls
Phase 3
Customers
Master hierarchy
Phase 4
Products
Catalog & pricing
Phase 5
Architecture
Target model
Phase 6
Integrations
GL + tax + payments
Phase 7
Staging
Crosswalks
Phase 8
History
Preserve truth
Phase 9
Testing
Reconciliation
Phase 10
Cutover
Freeze & switch
Phase 11
Stabilize
Prevent drift
- Why This is Complex
- Multiple ERPs with different GL structures and account hierarchies
- Billing systems with custom rate plans, amendments, and proration logic
- Contract terms scattered across systems (hard-coded vs stored)
- Subscription renewals dependent on original terms (co-term, mid-cycle)
- Credits, write-offs, and usage feeds stored in separate systems
- Tax calculations differ by system and region—parity required
- Payment application rules vary (line-item vs header, discounts)
- Invoice/Order/Contract history must remain auditable and traceable
- ARR/MRR/churn reporting rebuilt—data must reconcile to GL
- Parallel runs needed to prove financial accuracy before cutover
- The Financial Gotchas
- Amendment Chains
- Discount, term, or qty changes in Amendment 3 depend on Amendment 1 terms. Break the chain = wrong renewal date or price.
- Proration Traps
- Rounding $999.99 annually to monthly can drift cents. Multiply by 10K customers = audit nightmare.
- Co-Term Collapse
- Multiple subscriptions aligned to same renewal date. If migration loses co-term logic, renewals fragment.
- Credit Application Chaos
- Legacy system applies credits at header; Salesforce at line. Reversal logic breaks if not designed first.
- Usage Rating Gaps
- If usage feeds differ between old and new system during parallel run, totals won't match until production cutover.
- GL Reconciliation Failure
- If posting rules aren't proven in mock, "why don't invoices = GL" becomes a post-launch crisis.
The Revenue Chain (Every Dollar Must Trace)
Every link must have traceability via crosswalk IDs. Break one link = unauditable transactions.
3+
ERP/Billing Systems Unified
11
Coordinated Workstream Phases
100%
Audit Trail Preserved
0
GL Reconciliation Variance
This requires financial systems expertise, rigorous testing, and proven cutover discipline to execute without disrupting revenue recognition or collections.
- Nonprofit Modernization
Modernize a Weekend Backpack Program
Legacy Access → Salesforce (Privacy-First)
We replaced a 10+ year offsite Microsoft Access database with a custom Salesforce application that runs a weekend backpack food program without tracking child identities. Forecasting, menus, allergen safety, donation coordination, and warehouse pick tickets—all modernized while preserving the familiar frontline workflow.
Before
Salesforce Operating System
Privacy by design, from the ground up
After
familiar frontline workflow.
Hidden Complexity We Designed For
10+
Years of Legacy Risk Retired
0
Child Identities Stored
100%
Workflow Familiarity Preserved
∞
Scalability Unlocked
Not a simple database replacement—a complete operational redesign with privacy-by-design and workflow continuity baked in from the start.
- Data Model Expertise
Fix a Broken Data Model
Restore Trust & Drive Adoption at Scale
A major pharmaceutical manufacturer's Salesforce org suffered from incorrect
standard object usage: Leads repurposed as Projects, duplicate Contacts
cloned per engagement, fragmented history, and low adoption. We remediated
the entire data model using correct Salesforce patterns, rebuilt reporting, and
embedded automation so the org couldn't regress—enabling scale from 10 to
125+ users.
- Before: The Broken Model
- Leads as Projects
- Leads repurposed as operational "Projects" instead of prospects
- Duplicate Contacts
- Multiple clones of same person (one per "Project")
- Low Adoption
- Users avoided Salesforce or worked inconsistently
- Broken Reporting
- Leadership didn't trust dashboards or KPIs
- Fragmented History
- Activities, emails, and files scattered across clones
- Spreadsheet Escape
- Real system of record moved to shared drives and email
- After: Restored Trust
- 10 → 125+ users over 5 years
- Identity integrity restored
- Opportunity hierarchy clarifies execution
- Historical timelines coherent again
- Executive KPIs now defensible
- Platform ready for Account Engagement
The Six-Pillar Solution
Not just cleanup—a complete operating model redesign
1
Opportunity-as-Project
Parent/child hierarchy
2
One Person = One Contact
Identity integrity
3
OCR for Roles
Participation model
4
Deduplication
With prevention rules
5
History Re-linking
Activities, emails, files
6
Governance
Prevent regression
8-Phase Execution Roadmap
Phase 0
Alignment
Success metrics & stakeholder map
Phase 1
Discovery
Inventory & data
profiling
Phase 2
Design
Target model & processes
Phase 3
Build
Sandbox & bypass controls
Phase 4
Mock #1
Migration & fixes
Phase 5
Mock #2
UAT & parity validation
Phase 6
Cutover
Go-live & hypercare
Phase 7
Harden
Enforcement & stewardship
- Gotchas We Managed Carefully
- Re-linking history without crosswalks = stranded activities
- Users revert to clones unless guided intake enforced
- Reporting rejected unless KPI definitions reconciled
- Emails/notes visible only with correct permissions
- Integrations can reintroduce bad patterns post-go-live
10→125+
User Growth Enabled
8
Phase Execution Plan
100%
History Preserved & Re-linked
∞
Automated Duplicate Prevention
Why This Worked
Fixed Operating Model
Used correct Salesforce patterns (Opportunity-as-Project) instead of custom objects.
Preserved Context
Re-linked every Activity, Email, Note, and File so users didn't lose trust in the transition.
Embedded Prevention
Built duplicate rules and guided intake flows into dedupe so the org couldn't snap back to the bad pattern.
Rebuilt Reporting
Reconciled KPI definitions and validated parity before cutover.
Reinforced Governance
Created stewardship cadence and guardrails so the good model stuck.
If your Salesforce org has inherited data model debt or low adoption, we know exactly how to fix it—and make sure it stays fixed.
Common Questions
Stuff people actually ask us.
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.
— Testimonials
Trusted by Teams That Run on Salesforce
———— GET STARTED ————
Ready to Unlock Your Salesforce Potential?
Our free 30-minute consult uncovers quick wins, risk areas, and a clear
roadmap — no strings attached.