What you can expect
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Make your business more money by automating Salesforce

We help tech startups save $32,000 & 20 hours of work a week with our tailored Salesforce automation - in just 30 days. Don't see the results? You pay nothing.
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How you can save $32k/month & 20hrs/week
Trusted by industry-leading companies
Startup Comparison

90% of Fortune 500 companies use Salesforce – but not all of them get it right

Most companies use Salesforce only to end up:
Wasting time
Slowing down their team
Delaying business growth
Throwing cash away on DIY attempts
Losing out on deals due to bad data
Struggling to set up Salesforce
Don’t be like most companies. With Simple Salesforce, you can:
Forget manual tasks
Free up your sales people
Close deals faster, with less effort
Have Salesforce set up by certified experts
Get all your tools fully integrated
Have accurate business data
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Salesforce Expert
About

Salesforce isn’t just another CRM tool

It’s the brain of your business, in charge of everything from managing data to decision-making. We step in to make it a sharp, efficient, money-making machine.
Focus on closing more deals
No more grunt work – let Salesforce do the heavy lifting. By automating your sales process, you can direct your money and time to your clients.
Salesforce Expert
Make Salesforce fit your business
Our certified experts can customize Salesforce to fit your business perfectly. We’ve got your back with our expertise and support.
Improve your sales strategies
We simplify your life by seamlessly integrating your daily tools, consolidating information in one place for better business decisions.
circuit representing connection to various tool
Meet our team
How it works

Here's how we do things using our proven process

At Simple Salesforce, 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.
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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"

Simple Salesforce 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 Simple Salesforce. 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
Benefit

Imagine an entire Salesforce team at your fingertips–minus the hassles of managing employees

The impact we make goes beyond the numbers
Speedy onboarding
With ready-to-go contracts, a lean team and no lengthy sales process, we get you up and running quickly. No waiting around here.
Quick messaging
Ask questions and get answers without leaving the platform you already use, be it Slack or Teams. We reply within 1 hour and can also work async with minimal scheduled meetings.
Personalized attention
Unlike traditional agencies that take on 10 clients at a time, we limit our team to a maximum of 2 clients per consultant. This means you get the attention you need, when you need it.
Team training
Salesforce is a complex tool with a lot of features. That’s why we provide training for users at all levels, making sure your team knows how to use Salesforce effectively.
Progress updates
We keep you in the loop with weekly to-do lists, updated as tasks are completed. This way you're always aware of the progress we're making and the status of things.
Clear guides
For each project, we record videos showing what we built, so you understand every step. Many consultants skip this part, leaving you struggling to maintain or fix things in the future, but we don’t.
Real flexibility
We fit into your schedule, not the other way around. Whether you need to reschedule or dive into a quick problem-solving session, we've got you covered.
Ongoing support
As your business grows or changes, so should your CRM. We offer support to keep the Salesforce system in sync with that growth. This involves updates, new features and more.
Strategic partnership
We're not just here to provide you with a service. We're here to provide you with value. While some consultants wait to be told what to do, we'll dive in directly to help you scale into the future.
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Success in Numbers

Results clients saw after
working with us

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 Simple Salesforce

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 Simple Salesforce

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
Success Stories

Read our clients’ success stories

Spencer Noble

"Highly recommend working with Jordan!"

Spencer Noble
Spencer Noble
Trading Team Manager
Carol Jiang

"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."

Carol Jiang
Carol Jiang
VP of Operations
Cindy Gonzalez

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

Cindy Gonzalez
Cindy Gonzalez
VP of Marketing
Kevin Hu

"Jordan has been a great partner to me and I'd recommend him as a Salesforce Consultant to anyone looking for an expert."

Kevin Hu
Kevin Hu
Sales Operations Lead

Want similar results for your company?

In just a 30-minute call, we’ll show you how to turn Salesforce into a growth engine for your business.

Talk to an expert