Salesforce Services

If Salesforce is causing you stress instead of driving business growth, you're in the right place.

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How We Help

Salesforce Simplified

Let’s face it, Salesforce can be a bit of a maze. Here’s how we tackle the common hurdles, turning them into wins for your team.
Ongoing Support
Support after the project to keep things running smoothly
Automation
Cutting out the busywork and tedious tasks
Strategy
Designing your Salesforce to scale with the business
Integration Services
Making Salesforce play nice with all your apps.
Data Management
Providing insights to help your business make better decisions
Pain Points

Our core areas of focus

Our clients turn to us when they need these challenges solved.

"Manual tasks are eating up our team's time."

Stuck in the quicksand of repetitive tasks? We can help. By exploring your Salesforce setup, we find and automate tedious tasks, freeing your team up to focus on what truly matters – building client relationships and closing more deals.

"Making Salesforce work with our other tools is a nightmare."

You're definitely not alone in feeling that way. Our team at Simple Salesforce steps in to ease that pain, ensuring Salesforce and your other tools play nicely together. This way, everything flows, making your day-to-day run a whole lot smoother.

"Our team finds Salesforce very hard to use."

Struggling with getting your team on board? We get it. Our focus is on simplifying Salesforce, making it more intuitive and easier to use. With our tailored training and support, even your least tech-savvy team members will be enjoying Salesforce.

"We need Salesforce to be more customized to our business."

No two businesses are the same, so cookie-cutter Salesforce setup just doesn’t cut it. Our experts are here to tailor Salesforce to suit your unique needs, making sure it complements your business, not complicates it.

"Are we even using Salesforce right? It feels like we’re only scratching the surface."

Only using a fraction of what Salesforce has to offer? Let's change that. We’re here to show you all those powerful features you didn’t know you had. It’s time to unleash the full potential of your Salesforce investment.

"We're making decisions based on gut feelings – without solid data to back them up."

Gut feelings are great for choosing lunch, not so much for business decisions. With better data and actionable insights at your fingertips, you can make decisions based on numbers, not guesswork. We can show you how.
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

Turn Salesforce into the growth engine it's meant to be

From automating manual tasks to unlocking insights about your sales process, let's make Salesforce work for your business.

Talk to an expert