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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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

Black and white photo of a smiling man with short hair in a circular frame.
Jordan Nelson
@tweetsbyejordan
The biggest Salesforce misconception?
That it’s just “set it and forget it.”

Without Simple Salesforce

With Simple Salesforce

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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

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
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
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
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
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
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
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
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
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
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
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
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
Shannon Fourlas
Implementation Manager at Overjet