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.
Salesforce
Consulting Partner
30+
Handpicked Clients
95%
Client Retention
36+
Salesforce Certifications
175+
Years Combined Exp.
"I can't recommend Cloud Nexus highly enough! From start to finish, their team demonstrated exceptional expertise and dedication to helping us optimize our Salesforce platform. They took the time to understand our unique business needs and delivered tailored solutions that exceeded expectations."
Around 30 Handpicked Clients
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.
See how we fix it →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.
Data Flow
Automations
Users Online
Repair in progress: Field mapping corrected · 0 users affected · 0 records locked
Real Scenarios We Fix Mid-Flight
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.
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.
36 Salesforce Certifications Across Our Team
Salesforce Certified Expert
Salesforce Administrator
Advanced Certified Administrator
Platform App Builder
Advanced Administrator
CPQ Specialist
Field Service Consultant
Salesforce Administrator
Sales Cloud Consultant
Service Cloud Consultant
Solution Architect
Pardot Specialist
Marketing Cloud Email Specialist
Mktg Cloud Account Engagement Consultant
Salesforce Administrator
Marketing Cloud Consultant
Salesforce Administrator
Advanced Administrator
Platform App Builder
Platform Developer I
Platform Developer II
JavaScript Developer I
AI Specialist
AI Associate
Agentforce Specialist
Data Cloud Consultant
Experience Cloud Consultant
Sales Cloud Consultant
Marketing Cloud Email Specialist
Mktg Cloud Account Engagement Specialist
OmniStudio Developer
B2B Commerce Developer
Integration Architect
Application Architect
Business Analyst
Tableau CRM & Einstein Discovery
Salesforce Certified Expert
Salesforce Administrator
Advanced Certified Administrator
Platform App Builder
Advanced Administrator
CPQ Specialist
Field Service Consultant
Salesforce Administrator
Sales Cloud Consultant
Service Cloud Consultant
Solution Architect
Pardot Specialist
Marketing Cloud Email Specialist
Mktg Cloud Account Engagement Consultant
Salesforce Administrator
Marketing Cloud Consultant
Salesforce Administrator
Advanced Administrator
Platform App Builder
Platform Developer I
Platform Developer II
JavaScript Developer I
AI Specialist
AI Associate
Agentforce Specialist
Data Cloud Consultant
Experience Cloud Consultant
Sales Cloud Consultant
Marketing Cloud Email Specialist
Mktg Cloud Account Engagement Specialist
OmniStudio Developer
B2B Commerce Developer
Integration Architect
Application Architect
Business Analyst
Tableau CRM & Einstein Discovery
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
Meet the Full Team
Salesforce Solutions That Drive Results
From implementation to ongoing support, we deliver business-driven Salesforce solutions across every cloud.
Implementation
End-to-end Salesforce setup aligned with your business processes.
Support as a Service
Fractional admin and dev support, available when you need it.
Optimization
Health checks and strategic improvements for existing orgs.
Integrations
Connect Salesforce to your entire tech stack seamlessly.
Data Migration
Clean, validated migrations with zero data loss.
Reporting & Dashboards
Real-time visibility into every metric that matters.
Quick Wins Now. System Maturity Over Time.
We deliver immediate impact and build toward long-term Salesforce excellence.
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
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.
Learn MoreLife Sciences
Clinical trial management, compliance workflows, and regulatory-ready data architecture.
Learn MoreProfessional Services
Resource planning, project tracking, and pipeline management to grow revenue predictably.
Learn MoreMeasurable Impact, Not Just Deliverables
Here's what happens when Salesforce is done right.
SaaS company went from spreadsheet forecasting to real-time Salesforce dashboards.
Professional services firm automated intake, scheduling, and invoicing workflows.
Nonprofit automated donor stewardship and compliance reporting across programs.
Discover → Design → Build → Launch → Support
A proven methodology refined over hundreds of Salesforce engagements.
Discover
We audit your org, interview stakeholders, and map business processes to understand where Salesforce fits.
Design
We architect a scalable solution aligned with your goals — data model, automation, integrations, and user experience.
Build
Iterative development with weekly demos. No surprises. You see progress in real-time and provide feedback.
Launch
Comprehensive testing, data migration, training, and a supported go-live that sets your team up for success.
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.
Fixed Fee
The Problem
- ✕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
Managed Services / Retainer
The Problem
- ✕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 billed 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.
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
- Real-time insights
- 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
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.
SEO / AEO
Suspects
We put you in front of the right searches — including Google's AI Overviews — before a prospect even knows your name.
Web Design
Prospects
Conversion-engineered websites that turn anonymous visitors into identified prospects with intent data captured in real time.
Lead Capture
Contacts
Intelligent forms, chatbots, and calls-to-action sync directly into Salesforce — zero manual entry, zero data leakage.
CRM & Nurture
Opportunities
Salesforce workflows score, route, and nurture every lead automatically. Your reps only touch leads that are ready.
Revenue & Retention
Customers
Closed-loop attribution shows exactly which page, ad, or search query generated revenue — feeding back into your SEO strategy.
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.
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
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
This level of precision requires deep Salesforce architecture expertise, meticulous planning, and battle-tested execution.
Let's Talk About Your MergerConsolidate 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
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
The Revenue Chain (Every Dollar Must Trace)
Every link must have traceability via crosswalk IDs. Break one link = unauditable transactions.
This requires financial systems expertise, rigorous testing, and proven cutover discipline to execute without disrupting revenue recognition or collections.
Discuss Your Revenue Cloud ConsolidationModernize 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
Offsite Access Database (10+ Years)
Offsite + aging system → operational risk
Manual workarounds + institutional knowledge
Hard to scale across changing schedules
Limited board & grant reporting
Fragile pick/pack workflow support
Salesforce Operating System
Quantities by Sponsor/Site (Not by Child)
Zero Child PII Stored
Privacy by design, from the ground up
After
Reliable, Scalable, Privacy-First
Retired offsite legacy Access risk
Better forecasting and purchasing planning
Consistent 2-day vs 3-day weekend execution
Safer allergen handling without child tracking
Higher adoption—identical pick ticket format
Cleaner sponsor coordination + reporting
Modern backend,
familiar frontline workflow.
⚙️Hidden Complexity We Designed For
Holiday exceptions & no-school Fridays
Site quantity changes & seasonality
Case packs & substitutions
Lead times & inventory constraints
SKU standardization for rollups
Role-based access & privacy safeguards
Auditability of donations
Distribution totals validation
Not a simple database replacement—a complete operational redesign with privacy-by-design and workflow continuity baked in from the start.
Modernize Your Nonprofit ProgramFix 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
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
8-Phase Execution Roadmap
Gotchas We Managed Carefully
Re-linking history without crosswalks = stranded activities
Emails/notes visible only with correct permissions
Users revert to clones unless guided intake enforced
Integrations can reintroduce bad patterns post-go-live
Reporting rejected unless KPI definitions reconciled
Why This Worked
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.
Discuss Your Data Model RemediationCase Studies
Real companies, real challenges, real results. See how we've transformed Salesforce implementations across industries.
Allucent: Salesforce Rebuilt While the Business Ran
A broken Salesforce org inherited from a predecessor — bad data model, misfiring automations, and a sales team actively using it daily. No one could afford a freeze.
Zero days of disruption
Full org restructure with zero downtime — data model corrected, automations rebuilt, and integrations rewired mid-flight
"You don't need to land the jet to replace the engine." — This is exactly how we approached Allucent: a complete structural overhaul without a single hour of system freeze.
BioPharma Corp: Consolidating 7 Years of Data
Challenge: Data fragmentation across legacy systems preventing unified clinical trial tracking
MidSize Manufacturer: SAP to Salesforce Integration
Challenge: Sales pipeline disconnected from manufacturing capacity, causing over-commitments
National Nonprofit: Unified Donor Platform
Challenge: Donor data scattered across 4 disconnected systems with no unified giving history
Enterprise Tech Company: Sales Transformation
Challenge: Sales forecasting inaccurate, no visibility into pipeline or process discipline
Common Questions
Stuff people actually ask us.
Trusted by Teams That Run on Salesforce
"Bob had a solid understanding of our business needs and was very responsive. Research was handled in a very timely manner."
Ready to Unlock Your Salesforce Potential?
Our free 30-minute consult uncovers quick wins, risk areas, and a clear roadmap — no strings attached.
