Simple Salesforce
Increase your revenue by automating Salesforce
We automate your repetitive tasks so you can focus on what actually matters in your business.
GET STARTED
50
40
30
20
10
0
Jan
Feb
Mar
Apr
May
It’s like getting an extra sales rep without needing an extra desk
Set up a lead process with Salesforce automation. Auto-capture every detail. Pull in information from other systems. Close more deals, quicker.
We Deliver Results. Period.
Salesforce Projects
• 20% increase in productivity
• 15% reduction in operational costs
• 10% increase in revenue
What We Do
Process Automation
Reduce your operational costs by automating all your manual steps in Salesforce
Data & Analytics
Bridge data gaps, speed up insights, and enhance your ability to anticipate change
Platform Integration
Utilize our expertise with over 100 apps to create a customized solution for your business
Managed Support
Allow our certified Salesforce administrators to supervise, maintain, and enhance your current Salesforce setup
Data Migration
Import all your data from your existing CRM to be in sync with the Salesforce suite of products
Process Design
Imagine a new way for your organization to work with modern tools and efficient processes
FAQS
How much will my project cost?
Costs vary based on project scope and specific needs, which is why we offer a free consultation call to discuss & verify we will be a good fit for you.
When should I hire a consultant?
Hire a consultant when you need manual steps automated, you're unsure of how to fully utilize your Salesforce or need customization to meet your business needs.
How will you work with me on my project?
The process starts with your free consultation call to assess needs, then a proposed contract & term sheet for review, upon approval, we begin work. Simple & quick!
What others are saying about us...
Carol Jiang
VP of Operations @ Overjet
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!
Dalton Chaney
Operations Lead @ Exencial Wealth
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.
Cindy Gonzales
VP of Marketing @ Engrain
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.
GET STARTED