Tech startups make more money when they automate Salesforce
- Fix your reporting so you can make decisions you trust
- Clean up your data so nobody second guesses Salesforce
- Automate the busywork so your team can focus on closing deals
The result? Less headaches, happier reps and predictable growth.
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Trusted by industry-leading companies
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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.
Success in Numbers
Results clients saw after working with us

Jordan Nelson
The biggest Salesforce misconception?
That it’s just “set it and forget it.”
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
5+
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
$1M+
Saved in costs
83%
User Adoption
100%
Tailored Automations
In just a 30-minute call, we’ll show you how to turn Salesforce into a growth engine for your business
Testimonials






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