Simply Scale Newsletter

Salesforce isn’t failing, you are missing clear definitions. This post shows a 4-step fix: define “hot lead” in plain language, make it measurable, set handoff rules and SLAs, then build only what supports the process and delete the rest. Less chaos, more accountability, better revenue.

Most teams think Salesforce is slow, but it’s really just built the wrong way. When you set it up to help people do their jobs faster, they’ll actually use it and your business will grow.

Most companies use Salesforce wrong. Learn how to turn your CRM into a single source of truth that drives alignment, trust, and scalable growth.

5 things you should fix inside your business before you ever hire outside help. Do these first, and you might not need a consultant at all — or at least you’ll know exactly what kind of help will actually move the needle.

How MarketingOps teams can use UTMs to track lead source from the first click all the way into Salesforce. Learn how to implement first touch and last touch tracking so you can trust your attribution, move faster, and spend marketing dollars with confidence.

If you’re integrating Gong with Salesforce, don’t start with the connector. Start with strategy. Here’s how RevOps teams prevent bad data, control storage costs, and sync only what drives action.

A practical guide for RevOps teams on how to clean up duplicate data in Salesforce without breaking reporting, workflows, or revenue operations.

The problem with Google Sheets isn’t speed or cost. It’s what happens when your business outgrows memory.

If your customer handoff only works when one person is paying attention, it’s already broken. Here’s how to automate ownership, follow-up, and trust the moment a deal closes.

The proposal window is tiny. Use Salesforce automation systems to send proposals faster, auto-update stages/close dates, and trigger smart follow-up so deals don’t stall after the call.

I stole a lead system from a $1B startup. Not the software. The principles. Copy them and your CRM stops being a suggestion.

This is a simple framework to calculate the real cost of any task and decide what should be automated, delegated, or killed.

Shared inboxes don’t scale...they bury real leads next to spam, create confusion over ownership, and make Salesforce feel “kinda accurate.” Learn how to automate inbound leads in Salesforce (de-dupe, assign, notify, task, score, and nurture) so you get faster follow-up, cleaner data, and less noise.

Stop guessing on website leads. One simple Salesforce system shows who owns each lead and if follow-up actually happened.

Run CSAT in Salesforce, not scattered tools. One 30-second survey shows real account health, not just vibes from Slack.

How a Salesforce consulting company saved a mid-market firm over $100k. Manual marketing data entry.

Imagine finding hidden gold in your backyard. That’s what happened to us when we took the time to dive deep into our client’s Salesforce process.

“Have your cake and eat it too.” It’s a saying that most people don’t think applies in the real world.

Want to know why your customer service reps are burning out?

Scorecards in Salesforce: You’re Losing $48,079.20 per year without it.

If your sales reps are manually: Creating follow up tasks, Switch leads into their name, Updating leads and tasks 1-by-1

Harsh Truth: Most businesses are living in a fantasy world.

Early in my Salesforce consulting days, I read a very interesting case study. It was about Customer Experience

I’ve been helping Sales teams get more productive for 6 years now. And the truth is…