The exact Salesforce build for your stage.
10 stages from $0 to $100M ARR. The stage-by-stage CRM playbook for RevOps leaders, admins, and founders who refuse to guess what their Salesforce should do next.
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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
10 stages mapped to ARR
The exact Salesforce build to install right now — from $0 to $100M+, with the specific priority for each ARR band.
60 department prescriptions
Sales, Marketing, Ops, Customer Success, IT, and Finance — a build spec for every team at every stage.
10 “Big Win” dashboards
The 3 metrics that actually matter at your stage. Not the 47 vanity metrics other guides sell you.
Trusted by ops teams at
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“Nothing shy of amazing!”
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
Get the playbook
Find your stage. Install the build. Move to the next one.
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