42 Salesforce automations every B2B tech company should already be running.
The complete workflow playbook for ops managers scaling from $3M to $100M ARR — 42 ready-to-implement automations across pipeline, marketing, CS, and RevOps. One PDF. Zero fluff.
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Read by 1,000+ ops leaders · Built by the Simply Scale team · 10 years in Salesforce
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What's inside the playbook
42 workflow diagrams
Every automation mapped out visually — triggers, conditions, actions. Built to copy, not to read.
Covers your entire revenue engine
17 pipeline automations, 9 marketing ops, 10 customer success, 6 RevOps — the 4 systems that actually move revenue.
Built from 10 years in the trenches
Pulled from real Simply Scale builds for B2B tech companies. No theory. Just the automations we ship every week.
trusted by ops teams at
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"I value their expertise to get things done efficiently"
Simply Scale is a fantastic contributor to an array of Salesforce efforts. We worked together during my time as VP of marketing at a PropTech startup. They needed to organize their sales data in order to go to market with marketing efforts. Simply Scale 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 their expertise and ability to get things done so efficiently.
Cindy Gonzales
VP of Marketing @ Engrain
Stop duct-taping your Salesforce org.
Grab all 42 workflow diagrams — the ones we actually ship for clients scaling to $100M ARR.
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