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To fix your Salesforce
Scale faster with a Salesforce your team actually uses.
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Salesforce Partner
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Salesforce is costing you more than you think
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What 100+ Salesforce projects looks like
Meet the team behind your Salesforce
When you start with Simply Scale, you're introduced to a dedicated team that learns your business and stays with you.
Your Simply Scale team is behind every plan. The difference is how closely you work with each member.
One flat rate. No surprises.
No hourly billing. No surprise invoices. Just a flat monthly rate for ongoing Salesforce expertise.
No long-term contracts. Cancel anytime. All plans include a 30-day satisfaction guarantee.
"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!
"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.
"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.
"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.
"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!
"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!
"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.
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"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.
"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.
"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!
"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.
"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.
Frequently Asked Questions
You'll never wonder what we're working on. Your PM runs a dedicated JIRA board where every task is visible and every status is clear. Each deliverable comes with a Loom walkthrough so you can review it on your time, not in a meeting. And nothing significant touches production without your sign-off. You stay in control. We do the work.
Day one, you get a dedicated Slack channel with our team. Quick questions get quick answers. Not a ticket queue, not a 48-hour SLA. Anything that needs a paper trail goes via email. And your weekly sync with your PM is where you tackle the bigger strategic conversations. Think of us as an extension of your team, not a vendor you have to chase.
Your PM runs a 30-minute weekly sync. You'll see exactly what shipped last week, what's in motion this week, and what's blocked. After every call, you get a written recap and a recording so nothing slips through the cracks. Bring whatever's on your mind: priority shifts, Salesforce questions, new ideas. It's your call.
Every completed ticket includes a Loom walkthrough of exactly what was built and why. For anything significant (major automations, configuration changes, workflow overhauls), we walk you through it and get your explicit sign-off before it touches production. If there's ever a question six months from now about why something was set up a certain way, the documentation is all there. We build it like we're going to maintain it forever.
Our entire team has 10+ years of hands-on Salesforce experience, all certified, and we're a registered Salesforce partner. But here's what actually matters: before consulting, we came from tech. We understand how fast-growing startups operate. The urgency, the shifting priorities, the "we need this yesterday" moments. We've helped companies from $3M to $100M scale their Salesforce alongside their growth. We're not learning your world on your dime.
Most clients kick off within a week of signing. We use that time to do upfront research on your org so we show up to the onboarding call prepared, not starting from scratch. If you're close to month-end, we'll align your start date with the first of the next month for clean billing.
Just provision Salesforce licenses for our team members so we can work in your org. We'll walk you through exactly what's needed during onboarding. It takes about 10 minutes. We handle everything else.
Month-to-month. Always. Send us a written email with 30 days' notice and you're out. No penalties, no fees, no awkward breakup conversation. We keep clients because the work speaks for itself, not because of a contract.
Our clients typically recoup the cost within the first month by eliminating manual workarounds, fixing broken automations, and freeing up their ops team to do strategic work instead of fighting Salesforce. The question isn't whether you can afford a Salesforce partner. It's how much your team is losing every month without one.
When you hire in-house, you're recruiting for weeks, training for months, and betting everything on one generalist. With us, you get a full team (PM, developer, senior consultant, architect) from day one. No ramp-up, no PTO gaps, no "that's outside my skillset" moments. And if your needs change, you scale the engagement up or down. Try doing that with a full-time hire.
We hear this a lot. Usually it's because the last team treated Salesforce like a standalone IT project instead of a growth tool. We start by understanding how your business actually works, then build Salesforce to match. Not the other way around. That's also why we do weekly syncs, Loom walkthroughs, and sign-off checkpoints. No one disappears for six weeks and comes back with something you didn't ask for.
Getting started takes three steps
From first call to first deliverable in under two weeks
Step 1
Book a discovery call
A 30-minute conversation to understand your Salesforce pain points and where you're trying to go. We'll ask questions, listen, and figure out if we're the right fit.
Step 2
Get your custom roadmap
Within a week, we'll deliver a prioritized roadmap tailored to your Salesforce org showing what to fix first, what to build, and what to stop doing. It's yours to keep, whether you sign or not.
Step 3
Your team gets to work
Once you're in, your dedicated team hits the ground running. Slack channel set up, JIRA board live, first sync scheduled. Most clients see work in progress within the first two weeks.
Ready to fix your Salesforce?
Book a 30-minute discovery call. We'll talk through what's broken, what's possible, and whether we're the right fit — plus you'll get a custom roadmap, on us.
Month-to-month. No long-term contracts. Cancel with 30 days' notice.