Founder @ Simple Salesforce • Automating Salesforce to make your business more money

Over the past 3+ years, we've built over 50+ Salesforce orgs in the tech industry for our clients.

The best part?

Every single one of these companies one saw:

→ Time saved
→ Increase in revenue
→ A simplified Salesforce they could use to scale

In other words -- their businesses skyrocketed.

RECENT GOOGLE REVIEW:

"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, VP of Operations


HOW WE WILL HELP YOU:

• Automate Your Data Entry: We specialize in setting up Salesforce to automatically handle data entry tasks. This means less manual work for your team and more time for important tasks.

• Ensure Accurate Data: We make sure that the information in your Salesforce system is correct and up-to-date. Accurate data is key for making good business decisions.

• Deliver Projects on Time: We know how important deadlines are for the business. This is why we pride myself on maintaining a 98% on-time delivery date for my clients. 

• Instant Feedback: We integrate myself into your team's workflow by joining your preferred communication platform, whether it's Slack or Microsoft Teams. You'll receive regular updates, can ask questions anytime, and get immediate responses, ensuring that everyone is always on the same page.

• Provide Clear Documentation: After setting up your system, We'll give you easy-to-understand guides and recorded videos. This way, your team can use Salesforce effectively and make the most of the new tools.

WHO AM I?

My Portfolio:
→ I'm the Founder & CEO @ Simply Scale, consulting for MM high growth companies.
→ I mentor aspiring salesforce admins via my social platforms, newsletter, & DMs. 
→ I send a private Salesforce career growth newsletter to 6,000+ subscribers.
→ I've built an online audience around Salesforce of 100,000+ followers.
→ I'm an author at SalesforceBen, world's largest salesforce resource.

My Salesforce Credentials:
→ Salesforce Administrator Certified
→ Security Specialist
→ Trailhead Ranger (265+)
→ Business Admin Specialist
→ App Customization Specialist
→ Lightning Experience Reports & Dashboards Specialist

Jordan Nelson

POV: Building in Salesforce where everyone has "Admin Access".

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App Customization Specialist

Business Administration Specialist

Lightning Experience Reports & Dashboards Specialist

Salesforce Certified Administrator

Salesforce Ranger

Security Specialist

Founder & CEO @ Simply Scale • Grow Faster by Automating Salesforce

Over the past 2+ years, we've built over 21 Salesforce orgs in the tech industry for our clients.

The best part?

Every single one of these companies one saw:

→ Time saved
→ Increase in revenue
→ A simplified Salesforce they could use to scale

In other words -- their businesses skyrocketed.

RECENT GOOGLE REVIEW:

"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, VP of Operations


HOW WE WILL HELP YOU:

• Automate Your Data Entry: We specialize in setting up Salesforce to automatically handle data entry tasks. This means less manual work for your team and more time for important tasks.

• Ensure Accurate Data: We make sure that the information in your Salesforce system is correct and up-to-date. Accurate data is key for making good business decisions.

• Deliver Projects on Time: We know how important deadlines are for the business. This is why we pride myself on maintaining a 98% on-time delivery date for my clients. 

• Instant Feedback: We integrate myself into your team's workflow by joining your preferred communication platform, whether it's Slack or Microsoft Teams. You'll receive regular updates, can ask questions anytime, and get immediate responses, ensuring that everyone is always on the same page.

• Provide Clear Documentation: After setting up your system, We'll give you easy-to-understand guides and recorded videos. This way, your team can use Salesforce effectively and make the most of the new tools.

WHO AM I?

My Portfolio:
→ I'm the Founder & CEO @ Simply Scale, consulting for MM high growth companies.
→ I mentor aspiring salesforce admins via my social platforms, newsletter, & DMs. 
→ I send a private Salesforce career growth newsletter to 6,000+ subscribers.
→ I've built an online audience around Salesforce of 98,000+ followers.
→ I'm an author at SalesforceBen, world's largest salesforce resource.

My Salesforce Credentials:
→ Salesforce Administrator Certified
→ Security Specialist
→ Trailhead Ranger (265+)
→ Business Admin Specialist
→ App Customization Specialist
→ Lightning Experience Reports & Dashboards Specialist

Save $32,000+ in 30 days, or you pay nothing.

Book a call with us

Voluntary Spanish Speaking Mission -
Greater Houston, TX Area

CEO @ Simply Scale • Automating Salesforce for B2B Tech

After working with 5 tech unicorns, I’ve noticed something.

The happiest companies? The ones with clean Salesforce orgs, consistent reporting, and reps who actually follow process... 

All do one simple thing:

They think before they build.

Every. Single. Time.

Unhappy companies?
They react to a problem and build immediately.

• Random fields. 
• Random automations. 
• Random dashboards.

And randomness eventually becomes revenue loss.
Here’s the habit that fixes everything:

1. Define the problem on paper
2. Map the steps of the process
3. Decide who owns each step
4. Decide when automation matters
5. Only then open Salesforce

It’s not a fancy tool.
It’s not a huge project.
It’s a discipline.

And in some cases takes you like 30 mins to do.

But that 30 minutes saves you:
• 6 wasted months
• 10 broken automations
• Hundreds of manual tasks
• Thousands in consultant fees
• And millions in lost pipeline

Salesforce is powerful BUT only if you give it a brain.

The brain comes first.
The build comes second.

Tech companies scale fast but don't help their salesforce keep up. Here's how it shows up:

• Sales cycles get longer (or shorter)
• Lead volume doubles, then triples
• Data lives in too many places
• New roles appear with unclear ownership
• Teams start building workarounds instead of workflows

Nothing is “broken.”
But everything feels slower.

That’s the danger zone.

Salesforce that once felt simple now feels heavy.
Clicks increase.
Visibility drops.
People stop trusting the data.

And once trust is gone, adoption follows.

This is where most companies make a mistake:

❌ They blame Salesforce.
❌ They buy more tools.
❌ They add dashboards.
❌ They train harder.

But the real issue isn’t the platform.

✅ It’s misalignment.

Your business evolved.
Your salesforce didn’t.

That’s why regular audits aren’t “nice to have.”

They’re maintenance.

Just like:
• Fixing the “it works, don’t touch it” mess
• Clarifying who decides
• Updating strategy

Ignoring it doesn’t save time.
It compounds the stress.

The goal isn’t a perfect Salesforce instance.

It’s one that reflects how your business actually runs today...
not how it ran two years ago when the system was first set up.

Systems should reduce thinking, not require more of it.

If your team has to “figure out” Salesforce every day,
The system isn’t doing its job.

Too many companies hire a Salesforce admin thinking they'll magically fix everything. But the system’s a mess. No strategy. No documentation. No clear direction. What ends up happening?

That new hire spends the first 3 months guessing what you need.
Building in circles.
Making things worse.

Salesforce isn’t plug-n-play.
It’s not “buy it and it works.”

It needs to be designed for:
• Your business.
• Your goals.
• Your future.

And unless you already know how to do that...
You need someone who does.

An experienced consultant doesn’t just click buttons.
They map out the architecture.
They help you think long-term.
They turn Salesforce into an asset instead of a headache.

Once the foundation’s in place?
Then bring in the admin.

But don’t make them build the house and figure out the blueprint.

Salesforce isn’t the problem. Untrained users just might be...

Tech companies don't care about fancy salesforce automations. At the end of the day they only care about 1 thing... 👇

Does the business run better tomorrow than it did today.

That's it.

If your automation doesn't do that... it's not the priority.

They care if it saves time.
• Not 30 seconds once.
• Two hours every week.
• Forever.

They care if it makes the work findable.
• Where is the lead.
• Who owns it.
• What is the next step.
• No Slack hunt. No spreadsheet.

They care if it holds up under pressure.
• End of month.
• Board deck week.
• CEO asking for the number right now.
• If it breaks then, it is not automation. It is risk.

Most “automation projects” fail because they are built to impress the builder.

New features. Cool tools. Perfect aesthetics.

Meanwhile the team still:
• Copies and pastes leads
• Chases missing fields
• Rebuilds reports
• Asks “is this right” every Monday

If you build for Ops, you build for outcomes:

• Less chasing
• Clear ownership
• One place to look
• Same answer every time

Keep it simple.

Make it boring.

Make it reliable.

Focus on their wins.

Not your tech wizardry.

If tech companies knew Salesforce was a meal kit... they’d hire a chef instead of blaming the ingredients.

You didn’t buy dinner.
You bought ingredients.

And the demo?

That’s the photo on the box.
Perfect lighting.
Perfect plating.
“Ready in 15 minutes.”

Then you get home.

And it’s:

→ 37 steps
→ 12 tiny sauce packets
→ a pan you don’t own
→ and the “prep time” is a lie

That’s what buying Salesforce feels like for a lot of tech companies.

You don’t just “turn it on” and magically get:
clean pipeline, perfect reports, automated handoffs.

You still have to assemble:

→ the lead process
→ the stages
→ the fields people actually use
→ the automations that don’t break everything
→ the reporting that leadership trusts

Most teams skip the recipe.

So they end up with Salesforce “working”…
the same way a meal kit works when you wing it.

Technically edible.
Not what you thought you bought.

You just need a simple recipe:

What to build first, what to ignore, and what gets automated (later).

My free newsletter goes out tomorrow.

If Salesforce currently feels like “Step 37: cry."...
subscribe -- 3-minute fixes, once a week.

https://lnkd.in/d5zywSJd

Companies: We just need 1 field created.

Salesforce Consultants: *25 team deep rolling up to convince them they need to overhaul the entire system over the next 2 years*

Tech companies don't realize that Salesforce is basically IKEA furniture. Here's what I mean... 👇 


The showroom demo looks amazing.

→ Perfect lighting.
→ Perfect setup.
→ Perfect “wow, this will fix everything.”

Then you buy it.

And it shows up in a box with 500 pieces.

And you don't have instructions.

That’s what happens when a tech company “buys Salesforce.”

The demo is the showroom.

But nobody talks about the IFs:

• If you know what should be automated (and what shouldn’t)
• If you know how your process actually works across Sales + CS
• If someone designs the system end-to-end (not ticket-by-ticket)
• If you have the right tools/skills to assemble it

Most teams don’t.

So you open Salesforce on Day 1 and see:

→ Tabs everywhere.
→ Menus everywhere.
→ Settings everywhere.

And everyone asks the same question:

“Where do we even start?”

Here’s the part that hurts...

Even with a Salesforce admin, you still might be stuck.

Because admins are usually builders.

Not architects.

They can assemble what you tell them to build.

But they’re not paid to design how the whole house should fit together.

So what happens?

You DIY it for 6–12 months.

→ You watch tutorials.
→ You read threads.
→ You copy/paste random automations.

And you end up with…

A dresser that stands.

But also 12 extra screws on the floor.

And a weird wobble you ignore because you’re tired.

The hidden cost isn’t Salesforce.

It’s your team doing Salesforce instead of their job:

• Sales reps playing data janitor.
• Marketing fighting list chaos.
• CS doing 15 clicks to solve a 2-click problem.

That’s how “CRM rollout” becomes a growth tax.

If Salesforce feels like IKEA right now…

You don’t need more features.

You need a blueprint.

(So you stop assembling $150k/year talent with an Allen wrench.)

I post a free weekly newsletter sharing how to build your blueprint. 3 mins or less to read each week. If this post felt too familiar... you'd probably find this helpful.

👇 

https://lnkd.in/d5zywSJd

If you’re at a Series B company, you’ve probably already tried:

• Enablement sessions
• Documentation
• Office hours
• “Please log your data” reminders

And yet…

→ Pipeline still looks unreliable.
→ Forecast reviews still turn into debates.
→ Reps still update Salesforce after the deal moves.

That’s not a discipline issue.
That’s friction.

Before you add more training... ask yourself:

• Does a rep need 10+ clicks to do a basic task?
• Are they entering fields that no one actually uses?
• Are they jumping between Salesforce, docs, proposal tools, and email just to move one deal forward?

If the answer is yes... Salesforce feels like tax, not leverage.

Annnnnd people avoid tax 😐

Here’s what most scaling tech teams miss:

People don’t adopt tools.
They adopt shortcuts.

If logging data:
• Slows them down
• Interrupts momentum
• Feels disconnected from closing deals

They will delay it, batch it, or skip it entirely... no matter how good the training is.

High-performing tech companies flip the equation.

They design Salesforce so that:

• The fastest path is the correct path
• The easiest action is the right one
• Updating the CRM happens as a byproduct of selling

Examples:

• Fewer required fields, but better ones
• Automation that updates stages, dates, and tasks
• 1 click actions instead of manual busywork

When the system does more of the work, reps stop resisting it.

And something interesting happens:

→ Data quality improves
→ Forecasts stabilize
→ Managers stop chasing updates
→ Sales actually trusts the system

So if Salesforce adoption is low, don’t start with training...

Start with this question:

“What is the least amount of effort required for a rep to move a deal forward?”

Then design everything around that.

Fix the system 1st and then adoption takes care of itself.

Most companies treat Salesforce like it's plug-and-play. They buy it, configure it & flip it on, like a light switch. Then act surprised when reps don’t use it.

“Set it and forget it” is the fastest way to turn Salesforce into an expensive database.

Because Salesforce isn’t something you turn on. It’s something you build a foundation for.

The companies that win don’t roll Salesforce out once... 
They design it to enable how reps actually sell:

 • Clear qualification rules
 • Fewer manual steps
 • Automation that supports reps instead of policing them
 • Processes that evolve as the sales motion changes

When Salesforce makes a rep’s job easier, internal adoption is automatic.

Did your company treat Salesforce like a light switch? And now it's collecting dust, or worse, getting more brittle every day?

If you’re ready to drive real business growth instead of chasing tool adoption, let’s talk about how to automate Salesforce today, instead of watching pipeline disappear tomorrow.

For tech startups, your reps closing deals is the lifeblood of the company. Instead of making them update spreadsheets all day... do this👇 



I see it all the time. 

Sales reps drowning in admin work: 
- Logging emails 
- Updating spreadsheets 
- Chasing cold leads 

Then your senior asks: "Why isn’t revenue growing?" 

It’s not a lack of effort. 

It’s wasted effort. 

Here’s where businesses are losing time and money: 

1) Manual data entry

If your team is copying and pasting lead info, they’re burning hours every week. 

2) Inconsistent follow-ups

Follow-ups happen only when someone remembers. 

3) Chasing the wrong prospects

Without automated lead scoring, your team wastes time on the wrong leads instead of closing real opportunities. 

4) No pipeline visibility

If your seniors can’t see where deals stall, they can’t fix the problem. 

The good news? 

Salesforce can automate this whole process. 

Your team should be selling, not stuck in spreadsheets. 

Here’s how automation changes the game:

- New leads enter the CRM instantly
↳ no manual entry, no missing contacts.

- Follow-ups are scheduled automatically
↳ no more cold leads.

- Lead scoring prioritizes real opportunities
↳ no wasted effort.

- Pipeline insights reveal bottlenecks
↳ no more guessing. 

If your sales team is still manually handling what Salesforce can automate, you’re leaving money on the table.

Sales Updating Spreadsheets

How we turned a 5-minute task into 30 seconds.

You’ll wonder why you didn’t do this sooner:

“We don’t need Salesforce.” 

That’s what one client told me. 

They were running their customer service department through Asana. 
And it worked—kind of. 

The problem? 

Their internal ticketing process was slowing them down. 

Every sales rep had to create multiple tickets a day. 
Each one took five minutes. 

With 10 reps, that’s hours wasted every week. 

Here’s what we did: 

- We built a custom integration so they could create tickets directly in Salesforce. 
- No more switching tools. 
- No more wasted time. 

Now? 

Each ticket takes 30 seconds. 

Think about the impact: 

- A process that once burned hours is now done in minutes. 

The result? 

- A faster, more efficient customer service department. 
- A team that’s happy to use Salesforce because it works for them—not against them. 

Sometimes it’s not about convincing someone to trust Salesforce. 
It’s about showing them what’s possible. 

Liked this post?

Well if you're an ops manager in tech you'll probably like my free weekly newsletter too

https://lnkd.in/d5zywSJd

5 Min Task to 30 Seconds

A VC-backed tech founder once told me:

“I envy guys like you… bootstrapped.”

At first, I didn’t get it.

He had a lot of money. A big team. A nice NYC office.

On paper, he was “winning.”

Then he said:

“You don't have people breathing down your neck”

That line stuck with me.

Because this is the real tradeoff most people don’t talk about.

Bootstrapped
You optimize for:
• Speed of decisions
• Customer proximity
• Cash efficiency
• Profit early

But you carry:
• Personal financial risk
• Slower headcount growth
• Less margin for error
• No safety net

VC-backed
You gain:
• Capital to move fast
• Ability to hire ahead of revenue
• Access to network + credibility
• More room to experiment

But you inherit:
• A board
• A growth narrative to maintain
• Pressure to scale even when systems are shaky
• Less freedom to change your mind

Neither is “better.”

They’re just different operating systems.

One optimizes for control and sustainability.
The other optimizes for speed and scale.

The mistake I see founders make is choosing based on ego instead of fit.

If you love building, staying close to the customer, and iterating at your own pace... bootstrapping may be worth considering.

If you’re playing a land-grab game and need distribution fast... having more money right now can be leverage and raising may be more of a fit for you.

The important part:

Don’t raise because it’s trendy.
Don’t bootstrap because it sounds noble.

Choose the model that matches:
• your risk tolerance
• your market
• your product maturity
• and how you actually like to operate day to day

Because once you choose…
you’re not just picking funding.

You’re picking how your life and company will feel for the next 3–5 years.

If you made it this far, you'd probably like my weekly newsletter.

1 salesforce system per week to help you scale to your next rev goal

👇 

https://lnkd.in/d5zywSJd

How tech companies are saving 10+ hours a week

(with these 6 simple Salesforce automations):

Companies waste hours every week on tasks that should be automated. 

They lose time in ways no one even notices: 

• Clicking through screens 
• Manually updating fields 
• Logging calls by hand 

Each task seems small. 

But together, they slow everything down. 

Here are 6 Salesforce automations that save tech companies 10+ hours every week:

1) Data entry and lead enrichment 

Manual data entry slows everyone down. 

New leads are auto-enriched with: 

• Company info 
• Contact details 
• Other relevant data 

No typing required. 

That means sales can sell, marketing gets clean data, and RevOps stops fixing spreadsheets. 

2) Lead management and routing 

Without automation, leads sit in limbo. 

Sales and marketing waste time figuring out ownership. 

So we automated lead assignment, marketing handoffs, and customer success escalations. 

Now everyone knows exactly where a lead belongs. 

No confusion. No delays. 

3) Automated follow-ups, demos, and approvals 

If teams rely on memory for follow-ups, deals get lost. 

We trigger automated task reminders when key actions happen. 

• A new lead comes in 
• A demo is booked 
• A proposal goes out 

Teams get notified automatically. 

No more missed follow-ups. No bottlenecks. 

4) Proposal, contract, and quote generation 

Teams shouldn’t waste time building proposals, contracts, or quotes manually. 

We automate it.

Pre-built templates pull in Salesforce data:

• Proposals are ready in minutes 
• Contracts auto-route for approval 
• No chasing down managers 

Faster contracts = faster deals = faster revenue. 

5) Automated email and activity tracking 

If it’s not logged, it didn’t happen. 

But teams forget to log emails, calls, and meetings. 

So we integrate Salesforce with Outreach, Gong, and Slack to log everything automatically. 

Now leadership gets full visibility into: 

• Emails sent 
• Calls made 
• Customer responses 

No manual tracking required. 

6) Real-time reporting and forecasting 

Leaders can’t make smart decisions without real-time data. 

So we build dashboards that track: 

• Pipeline health 
• Deal stages 
• Team activity 

Better visibility = faster, smarter decisions. 

The Bottom Line:

Manual processes, bad data, and disconnected tools are slowing you down.

We help tech companies fix this—fast.

If your an ops manager and you feel salesforce is more work than it should be

Join my free newsletter to steal 1 strategy every week

👇

https://lnkd.in/d5zywSJd

How Tech Companies Save 10+ Hours A Week

Salesforce consultants when they beat the "this number looks off" allegation

Most tech companies don’t need more leads. They need better follow-up so they’re not losing deals between marketing & sales. And great follow-up starts with lead qualification - which is a RevOps + Salesforce responsibility, not a manual task for reps.

The demand is there. The leads are there. But no one owns lead qualification or follow up. I see it all too often:

• Leads sit untouched
• Sales doesn’t know which ones are worth calling
• Marketing keeps spending to fill the gap

The result?

• Wasted ad spend
• Slower growth
• Stalled opportunities sitting in Salesforce
• Yet another quarter of falling short of pipeline goals 

If Salesforce isn’t automatically qualifying and routing leads, you’re leaving money on the table AND taxing your best reps with the burden of doing manual follow-up when they could be closing open opportunities.

That’s why I recorded a short walkthrough showing how to:

✅ Build criteria-based lead qualification using native Salesforce tools
✅ Automate lead nurturing with Flow and email alerts
✅ Route qualified leads directly to the right rep
✅ Track and report on lead quality and engagement

No new tools.
No extra headcount.

Just Salesforce automatically turning leads into customers - the way it should - by helping sales reps, instead of burdening them.

Watch the video on youtube here: https://lnkd.in/gEXzXdcJ

How Salesforce consultants laugh at their client when they need a contract renewal

90% of startups die. 0.07% of them become “unicorns” ($1B+ valuation). Before Simply Scale, I worked at 4 them:

• Vercel ($9.3B valuation)
• HealthEquity ($8.9B valuation)
• Divvy (Acquired by Bill for $2.5B in 2021)
• Podium ($3.1B valuation)

Different markets. Different models.

Same operating principles.

If you want to scale past the messy middle, copy these

👇

PRINCIPLE 1: Control

They control the inputs.

Every lead enters through a known door.
Every lead has an exact source.
Every source ties back to a budget and campaign.

So they can answer fast:
• What’s working
• What’s not
• What to cut
• What to double down on

If you can’t control the inputs, you can’t control the outcome.

PRINCIPLE 2: Visibility

They don’t run the business from 25 tabs.

They build one view of reality:
• Leads
• Source
• Owner
• Outcome
• Pipeline created

Visibility isn’t more reports.
It’s fewer places where truth can hide.

If you need meetings to reconcile metrics, the process is broken.

PRINCIPLE 3: Trust in Data

They don’t argue about numbers.

They assume the numbers are right so they can focus on decisions.

That trust comes from:
• One source of truth
• Clear metric definitions
• Required fields where they matter
• Automation for what humans forget

If your team says “Salesforce is wrong” every week, you’re not managing a funnel. You’re managing opinions.

PRINCIPLE 4: Scalability

They don’t rebuild processes every month.

They build a foundation that holds:
• Consistent lead intake
• Clear routing
• Shared stage definitions
• Obvious ownership
• Handoffs that don’t rely on memory

Scale doesn’t break good systems.
It exposes bad ones.

If it only works when one person is online, it’s not a process.

PRINCIPLE 5: Respect People’s Time

They treat time like cash.

Humans do judgment.
Systems do repeatable work.

If highly paid leaders are copying data between tools, you’re burning money... not because of people, but because of missing systems.



2 WAY I CAN HELP YOU FOR FREE:

If you want our best tips and tricks, check out our newsletter:
→ https://lnkd.in/gswdmJkW

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→ https://lnkd.in/gmXyVvmG

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