NucleusTeq / NuoData / Fyndr

Operating challenge

The existing Salesforce org had visibility, sharing, and reporting friction. Different business units needed distinct follow-up, campaign, calling, and funnel patterns, but leadership still needed one reliable operating view across the company.

What Lodestone shaped

• Audited the operating model, visibility issues, and cross-brand reporting needs.
• Framed record types and brand architecture across NucleusTeq, NuoData, and Fyndr.
• Mapped HubSpot-to-Marketing Cloud Account Engagement considerations for brand-specific campaigns, templates, landing pages, and segmentation.
• Reviewed sales engagement and calling paths, including how rep activity and dialer replacement options should fit into Salesforce.

Resulting direction

• A clearer architecture emerged for running multiple brands in one governed Salesforce environment.
• Sales and marketing could separate brand-specific motions while preserving shared leadership reporting.
• The team had a more practical path for follow-up without forcing every business unit into the same motion.

Profile context

Multi-brand data, AI, software, and consulting organization

Multi-brand data and AI organization needing Salesforce to support distinct consulting, product, and marketplace motions in one governed revenue platform.