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Salesforce Experts for B2B Tech Companies

Your Company Is Growing. Your Salesforce Should Keep Up.

We bring the operational playbook from four billion-dollar startups to growth-stage tech companies. Designing Salesforce systems your team actually uses, data you can trust, and infrastructure that scales with you.

  • Blueprint-first methodology. We design the system before we build it
  • A dedicated team of senior consultants. No handoffs to junior resources
  • Proven at unicorn scale. We’ve built the exact Salesforce systems behind multiple billion-dollar tech companies

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Testimonials

Hear From Others Who Made the Smart Move

“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.

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.

Carol Jiang
Carol Jiang
VP of Operations at Overjet

“A fantastic contributor to an array of Salesforce efforts”

★★★★★

Jordan is a fantastic contributor to an array of Salesforce efforts. 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

“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.

Brandon Hoskins
Brandon Hoskins
Sales Manager at DeHammer Landscaping

“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.

Kimi Gallagher
Kimi Gallagher
Salesforce Admin at Purple Mai’a Foundation

“I was extremely impressed”

★★★★★

Jordan’s knowledge and expertise in the world of Salesforce was vast and nothing shy of amazing! 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

Trusted by growth-stage tech companies

Engrain Notable Amazon Overjet ClickLease Pipelaunch Text Blaze SchoolAI Blitz

Stuck in the Messy Middle?

Your company is growing — well, kind of. You’re making progress, but it’s slower than it should be. Reports don’t match. Decisions stall because nobody agrees on what’s true. Your ops manager spends 60% of their time as a data janitor instead of a strategic operator.

This is normal. Every company that scaled through this stage hit the same wall. The difference is having someone who’s been on the other side.

Get Unstuck

Why Simply Scale

Not Another Salesforce Consultant

Unicorn Operations Experience

The systems playbook from companies that already solved this. Pattern-matched operational knowledge from Vercel, HealthEquity, Divvy, and Podium. Four companies that went from your stage to billion-dollar outcomes.

Blueprint-First Methodology

Every engagement starts with architecture and process design before anyone touches Salesforce. When the architecture is right from the start, you add to the system instead of ripping it apart every 6–12 months.

Adoption-Engineered Design

Systems designed around how people actually work, not how Salesforce was intended to work. If logging data slows reps down, we redesign the path of least resistance to also be the correct path.

Stage-Specific Playbooks

Right-sized to where you are now, designed to scale to where you’re going. We don’t give a 30-person startup the same architecture as a 500-person enterprise. The system matches your reality today.

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Unicorn-Scale Companies Built

What We Do

Salesforce Solutions for Every Team

Campaign Tracking & Attribution

Know which campaigns drive pipeline, not just clicks. Build attribution models that connect marketing spend to closed revenue.

Marketing Automation Integration

Seamlessly connect Pardot, HubSpot, or Marketo to Salesforce so leads flow without manual handoffs or data gaps.

Lead Scoring & Routing

Route the right leads to the right reps instantly. No more leads sitting unassigned while your competitors follow up first.

Marketing Performance Dashboards

Real-time visibility into what’s working and what’s not. Dashboards your CMO will actually use in leadership meetings.

Lead Lifecycle Management

Track every lead from first touch to closed-won. Know exactly where prospects drop off and why.

Campaign ROI Reporting

Tie every campaign to revenue with connected Salesforce reporting. Show leadership exactly which programs earn their budget back.

Pipeline Management & Forecasting

Build a pipeline you can trust. Forecasts backed by real data, not gut feel and spreadsheet gymnastics.

Sales Process Automation

Cut the busywork. Automate task creation, follow-up sequences, and stage progression so reps focus on selling.

Territory & Account Management

Assign territories that make sense and adjust as you grow. No more overlap, no more orphaned accounts.

Speed-to-Lead Optimization

Get new leads in front of reps in minutes, not hours. The faster you respond, the higher your conversion rate.

Sales Performance Dashboards

Activity metrics, conversion rates, and quota attainment in one view. Know who’s crushing it and who needs coaching.

CPQ & Quoting Workflows

Streamline configure-price-quote so deals don’t stall waiting for approvals or manual pricing calculations.

Salesforce Architecture & Strategy

A system designed for where you’re going, not just where you are. Architecture that scales without requiring a rebuild every year.

Data Management & Cleanup

Clean data isn’t a project, it’s an architecture decision. We design systems that stay clean because entering data correctly is the easiest path.

System Integrations

Connect Salesforce to your ERP, billing, support, and marketing tools. One source of truth across your entire tech stack.

Workflow Automation

Eliminate the manual processes that eat your team’s time. Approvals, notifications, and record updates that just happen.

Reporting & Analytics

Reports that tell the truth. Dashboards people trust. No more Monday mornings spent reconciling five different spreadsheets.

User Adoption & Training

A Salesforce your team actually wants to use. We solve design problems, not discipline problems. Adoption follows good UX.

How It Works

From Messy to Measurable in Three Steps

1

Discovery

We learn your business, audit your Salesforce, and identify what’s broken and what’s possible. No assumptions, just questions and listening.

2

Blueprint

We design the architecture before anyone touches configuration. The plan comes before the build, because rebuilding later is 5x more expensive.

3

Build & Scale

We implement, test, and deploy, then stick around to make sure it actually works. One senior consultant, end-to-end.

Build Once. Scale Forever.

The cost of doing nothing is another 6 months of arguing about data in meetings. Let’s fix that.

Talk to an Expert