Nektarine Solutions
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Turning tangled revenue systems into one clean engine
Nektarine Solutions is a Salesforce and HubSpot CRM agency for growing B2B teams that need cleaner handoffs, better reporting, and a single source of truth across sales, marketing, and customer success.
RevOps isn't a department. It's the connective tissue your revenue team is missing.
Nektarine Solutions was built on a simple observation: most growing companies don't have a pipeline problem, they have a plumbing problem. Data gets stuck between tools. Ownership gets fuzzy between teams. Reporting says three different things depending on who pulls it.
I step in as an embedded Salesforce and HubSpot CRM operator, not a slide-deck consultant, auditing the systems underneath your GTM motion, redesigning the parts that don't hold up, and building the reporting your leadership team can actually trust.
Since founding the practice, I've worked with 10+ companies across SaaS, services, and e-commerce, ranging from early-stage teams standing up their first CRM to Series B companies untangling years of accumulated workarounds.
Every engagement ends the same way: a system your team understands, not just one that works while I'm in the room.
Three ways to bring in Nektarine
Engagements are scoped to where your Salesforce, HubSpot, and revenue reporting systems are actually breaking down, not a fixed package.
Salesforce & HubSpot Audit
A full diagnostic of your CRM, marketing automation, and reporting stack — where data breaks, where ownership is unclear, and what's quietly costing you pipeline.
CRM System Design & Build
Hands-on implementation of your Salesforce or HubSpot CRM, lifecycle stages, routing, automations, and operating rules — built to match how your team actually sells.
Reporting & Forecasting
Dashboards leadership actually opens: one definition of pipeline, one forecast methodology, and Salesforce or HubSpot reporting that gives the team a number everyone can trust.
A four-stage sequence, every time
Each stage has a clear exit point before the next one starts — no scope creep, no surprise timelines.
Audit
Map every system, field, and handoff currently touching your revenue data.
Design
Architect the target state: lifecycle stages, ownership, and reporting logic.
Implement
Build it directly in Salesforce, HubSpot, and the rest of your stack, with documentation your team keeps.
Optimize
Monitor adoption for 30–60 days and tune based on how the team actually works.
Real systems, rebuilt
A sample of the engagements behind those numbers — each one a revenue system that was breaking down, redesigned to hold up.
Clean pipeline, cleaner forecast
Redesigned opportunity stages, forecast categories, pipeline hygiene rules, and executive reporting so leadership could track bookings, coverage, close-date risk, and stage movement from one Salesforce source of truth.
Lead source and campaign influence rebuild
Built cleaner lead source, campaign influence, and opportunity attribution reporting to help the team understand which channels were creating pipeline, advancing deals, and contributing to closed-won revenue.
Pipeline hygiene automation
Designed Salesforce automations for stale next steps, close-date risk, follow-up tasks, customer meeting tracking, and pipeline update workflows so reps had clearer expectations and leaders had better visibility.
Let's clear the bottlenecks behind your revenue number
Tell me a bit about your current Salesforce, HubSpot, or CRM stack and where things are breaking down — I'll follow up within one business day.