Trusted by 50+ B2B tech companies

We built the Salesforce
behind 4 unicorns.
Now we build yours.

We design Salesforce systems that reps actually use, leadership actually trusts, and ops teams never have to rebuild. From $3M to $100M and beyond.

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$11M+

Saved in Client Costs

100+

Salesforce Projects

< 1hr

Slack Response Time

5.0

★ Google Rating · 41 Reviews

Trusted Salesforce Experts For:

Sound Familiar?

Most growing tech companies use Salesforce.
Few use it well.

Most companies use Salesforce only to have:

Reps skip fields, data rots

Reports no one actually trusts

Ops stuck firefighting, not strategizing

New hires lost for months

Integrations break without warning

Decisions stalled by bad data

Don’t be like most companies. With Simply Scale, you can:

Reps use it because it works

One source of truth, fully trusted

Ops focused on strategy, not fires

New hires productive in week one

Tools connected with built-in alerts

Confident decisions from clean data

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Salesforce Expert

About

We don't just fix Salesforce.
We redesign how your team operates.

Most consultants patch what's broken. We architect the system your team will still be using two funding rounds from now.

Systems reps actually use

We design Salesforce around how your team works — not how Salesforce was intended to work. When the system fits the workflow, reps use it. When reps use it, your pipeline data is real.

Salesforce Expert

Data leadership trusts

Clean data in, confident decisions out. We build reporting that your CRO takes to board meetings — not reports your ops team has to manually reconcile every Monday.

Architecture that scales with you

Your Salesforce shouldn't need a teardown every time you double. We build architecture at $3M that still works at $100M so you add to the system instead of starting over.

circuit representing connection to various tool

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How it works

Here's how we do things using our proven process

At Simply Scale, we go beyond the basics, using our tech industry know-how to tailor Salesforce to your unique needs.

Step 1 – Discover

We kick off with an in-depth conversation to understand your Salesforce challenges.

Step 2 – Build

The build begins in a Salesforce testing environment.

Step 3 – Test

After checking that everything's rock-solid, we show you what we’ve built and how it works.

Step 4 – Deploy

Once you give the green light, we launch with a heads-up to your project manager.

Step 5 – Monitor

We keep a close eye on the build for 1-2 weeks, making sure it's doing the job right.

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Testimonials

Hear from others who made the smart move

"If I could provide a 6 star review I would!"

If I could provide a 6 star review I would! They have a deep understanding of the industry and you are up-to-date on trends, technologies, and best practices that offered valuable insight to me. I had some real great takeaways! Thanks Jordan!

Hilary Osuman

Salesforce Specialist at Staffbase

"They are quick, high-quality, and incredibly responsive"

Simply Scale and Jordan are excellent to work with. They provide top tier support both in the creation of Salesforce flows and automation, as well education on why and how they do what they do. If you are looking for someone to learn your Salesforce environment and create tailored solutions for you, there is no better option than Simply Scale. They are quick, high-quality, and incredibly responsive.

Dalton Chaney

Operations Specialist at Exencial Wealth

"Loved working with him"

Jordan not only helped design and deliver the work, but also made sure our team understood how he did it so we become better in the future. Loved working with him and look forward to another engagement in the future.

Mike Lemire

VP of Customer Success at Overjet

"Provided specific, actionable recommendations"

I had a great experience consulting with Jordan regarding success in the Salesforce industry. I appreciate that he tailored his advice to my situation and provided specific, actionable recommendations.

Bruce Harpham

Principal Analyst at Financial Institutions Canada

"Highly recommend working with Jordan!"

Jordan is knowledgeable in all things back-office Salesforce and then some. He is attentive, listens to understand and continually looking to provide superior customer service. Highly recommend working with Jordan!

Spencer Noble

Trading Team Manager at Exencial Wealth

"Jordan has been incredible to work with"

Jordan has been incredible to work with - he has played a major role in building the foundations of our Salesforce GTM engine, both on the Marketing and CS sides, and the impact he has made has been significant. His Salesforce and Pardot experience runs deep and his knowledgeable experience, in addition to patient and communicative style, has enabled us to move fast with high quality. Thank you Jordan for all of your partnership - hope our paths cross again!

Carol Jiang

VP of Operations at Overjet

"Jordan is a fantastic contributor to an array of Salesforce efforts"

Jordan is a fantastic contributor to an array of Salesforce efforts. We worked together during my time as a VP of Marketing at a PropTech startup. They needed to organize their sales data in order to go to market with marketing efforts. Jordan was able to straddle the sales, marketing and data ops teams to get the information required to execute the vision/goal of each project. I value his expertise and ability to get things done so efficiently.

Cindy Gonzales

VP of Marketing at Engrain

"He takes a results-driven approach"

If you're looking for someone that can help your company get full use of your Salesforce org, Jordan is your guy. He takes a results-driven approach and communicates every step of the way. His expertise, customization skills, and effective problem solving will leave a lasting impact on your business.

Tyler Seever

IT Specialist at Field Fastner

"Jordan is an incredible Salesforce consultant"

Jordan is an incredible Salesforce consultant. His experience is broad and he is extremely easy to work with. I would recommend him for your Salesforce projects 10 out of 10 times.

Aaron Corely

Zendesk Admin at Ramsey Solutions

"You will not regret it!"

Jordan is a rockstar! Plain and simple. If you’re looking to learn Salesforce as an end user / admin or implement Salesforce for your organization or company Jordan is your guy.

He is a level 10 listener and communicator and has a knack for taking complex things and simplifying them down for the average person.

Do yourself a favor and hire Jordan for your next project. You will not regret it!

Brandon Hoskins

Sales Manager at DeHammer Landscaping

"Jordan is a pro at making things simpler and efficient"

What makes Jordan truly outstanding is his ability to go above and beyond. Implementing Salesforce requires expertise to ensure it’s customized well to fit your needs. Jordan is a pro at making things simpler and efficient, helping to get more done. The combination expert + coach really sets him apart and makes him a go-to for any organization looking to navigate Salesforce to simplify, streamline and achieve results with a trusted guide.

Kimi Gallagher

Salesforce Admin at Purple Maiʻa Foundation

"I was extremely impressed"

Jordan's knowledge and expertise in the world of Salesforce was vast and nothing shy of amazing! I consider myself fortunate enough to have had the opportunity to learn from him and partner with him to tackle some much-needed automation and flow enhancements that our internal teams and stakeholders will be able to benefit from immediately. I was extremely impressed with Jordan's high level of organization, impeccable timeliness, and his attention to detail throughout each portion of the project that we worked on.

Shannon Fourlas

Implementation Manager at Overjet

Benefit

Imagine an entire Salesforce team at your fingertips–minus the hassles of managing employees

The impact we make goes beyond the numbers

Speedy onboarding

With ready-to-go contracts, a lean team and no lengthy sales process, we get you up and running quickly. No waiting around here.

Quick messaging

Ask questions and get answers without leaving the platform you already use, be it Slack or Teams. We reply within 1 hour and can also work async with minimal scheduled meetings.

Personalized attention

Unlike traditional agencies that take on 10 clients at a time, we limit our team to a maximum of 2 clients per consultant. This means you get the attention you need, when you need it.

Team training

Salesforce is a complex tool with a lot of features. That’s why we provide training for users at all levels, making sure your team knows how to use Salesforce effectively.

Progress updates

We keep you in the loop with weekly to-do lists, updated as tasks are completed. This way you're always aware of the progress we're making and the status of things.

Clear guides

For each project, we record videos showing what we built, so you understand every step. Many consultants skip this part, leaving you struggling to maintain or fix things in the future, but we don’t.

Real flexibility

We fit into your schedule, not the other way around. Whether you need to reschedule or dive into a quick problem-solving session, we've got you covered.

Ongoing support

As your business grows or changes, so should your CRM. We offer support to keep the Salesforce system in sync with that growth. This involves updates, new features and more.

Strategic partnership

We're not just here to provide you with a service. We're here to provide you with value. While some consultants wait to be told what to do, we'll dive in directly to help you scale into the future.

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Success in Numbers

Results clients saw after working with us

	Without Simple Salesforce	With Simple Salesforce
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell
Cell	Cell	Cell

Without Simple Salesforce

Manual Tasks

Lead Management

Business Solutions

Sales Pipeline Visibility

Salesforce Utilization

User Adoption

Data Management

Support Response Time

Contract Terms

Strategic Insight

Clients Per Consultant

Team Training

Documentation

Without Simply Scale

40+ hours / week

Costs $56,250+ Annually

Generic

Limited

Basic Features

< 47%

Complex & Disorganized

1–2 Days

Required Minimum

Minimal

Add On Fee

Messy & minimal

With Simply Scale

Automated, 0 Hours

Automated, $0

100% Tailored

Real-time, 360° View

Advanced Functionalities

> 83%

Streamlined & Efficient

1 Hour or Less

As long as Needed

Data-Driven, Actionable

< 2

Included

Organized & Detailed

100+

Salesforce projects

$11M+

Saved in costs

83%

User Adoption

100%

Tailored Automations

Success Stories

Read our clients’ success stories

"Highly recommend working with Simply Scale!"

Spencer Noble

Trading Team Manager

"Simply Scale has been incredible to work with - They have played a major role in building the foundations of our Salesforce GTM engine, both on the Marketing and CS sides, and the impact he has made has been significant."

Carol Jiang

VP of Operations