Simple Salesforce

Automating Salesforce to make your business more money

Simple Salesforce is a leading Salesforce consulting agency. Our expert team discovers, builds, and automates scalable solutions tailored to your business.

Founder

Talent Stacker | Salesforce Career Development Program

Talent Stacker has helped 1000+ members learn Salesforce and get hired in the industry.

Dedicated Salesforce Freelance Coach

Salesforce Freelance Coach 

Apex Hours

Global platform to learn and upskill in Salesforce

Author

Salesforce Ben

Author for the largest dedicated Salesforce news site in the world

Vercel

Vercel was voted America's best startup employers by Forbes 2024.

Currently valued at $2.5B

Sr. Salesforce Admin

HealthEquity

HealthEquity serves 14M+ Members and voted 2023 best places to work by Glassdoor.

Currently valued at $7.3B

Sr. Applications Admin

Divvy

Podium

Podium serves more than 100,000 local businesses and $100+ in ARR.

Currently valued at $3.1B

Salesforce Admin

Walmart eCommerce

Business Analyst / Jr. Salesforce Admin

Senior Business Specialist

Partner Operations

Member Services

Salesforce Consultant • I automate salesforce and make your business more 💰

Over the past 6 years, I helped build three Salesforce orgs for three separate $3B+ tech unicorns.

The best part?

Every single one of these companies one saw:

→ Increase in revenue
→ Decrease in manual data entry
→ A simplified Salesforce they could use to scale

In other words -- exceptional results.

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 I WILL HELP YOU:

• Automate Your Data Entry: I 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: I 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: I know how important deadlines are for the business. This is why I pride myself on maintaining a 98% on-time delivery date for my clients. 

• Instant Feedback: I 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, I'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 @ Simple Salesforce, 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 95,000+ 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

Mastering these 6 soft skills will catapult your career to new heights:

Okay, let’s lay it out straight. 

Technical skills will absolutely make you money, there’s no doubt about that.

But when you combine tech skills with soft skills, that's when the real magic happens:

So, here are 6 soft skills that’ll catapult your career to new heights:

Skill #1: Negotiation

If you want to talk negotiation, get your hands on 'Never Split the Difference.'

This book is a game-changer. 

And if you want to learn from the best on LinkedIn, follow Christopher Voss

The man is a genius when it comes to negotiation.

Skill #2: Adaptability

Adaptability is the name of the game. 

And there's no better playbook than 'The Alchemist.' 

But if you're looking for some real-world wisdom on adaptability, Gary Vaynerchuk is your guy.

Skill #3: Persuasion

If you want to sell more and have influence, you need to master copywriting. 

'This Book Will Teach You How to Write Better' is your bible. 

And trust me, Dakota Robertson is your go-to copywriting expert on LinkedIn.

Skill #4: Branding

Your personal brand can open doors that would’ve otherwise been closed. 

'Building a StoryBrand' is your roadmap. 

And for the best in branding advice on LinkedIn? 

Follow Justin Welsh He's got the keys to unlock your brand’s full potential.

Skill #5: Operations

Systems are the backbone of any successful operation. 

'SYSTEMology' is your blueprint for building rock-solid systems. 

When it comes to mastering systems, Andre Haykal Jr is your guy.

Skill #6: Networking

For networking, there’s no better book than '48 Laws of Power.' 

Follow author Robert Greene on LinkedIn as well.


Want to take your career to the next level? 

Start mastering these soft skills:

1) Negotiation
2) Adaptability
3) Persuasion
4) Branding
5) Operations
6) Networking

Thanks for reading.

Enjoyed this post? Share it with your network.

Follow Jordan Nelson for more content like this.


Jordan Nelson

MASTERING THESE 6 SOFT SKILLS WILL CATAPULT YOUR CAREER TO

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

Salesforce Consultant • I automate salesforce so your business can make more money

10 Big Businesses You Didn't Know Use Salesforce:


Salesforce powers some of the biggest names in business.

It's not just for tech-savvy startups—the names on this list will surprise you.

10 big businesses that rely on Salesforce to fuel their success:


1) Coca-Cola

You think they have it all figured out on their own, right? 

But even this beverage giant trusts Salesforce to keep its sales flowing. 

25,000 Coca-Cola employees use Salesforce to manage strong customer relationships worldwide.

2) Adidas

From soccer fields to city streets, Adidas crushes their sales goals with Salesforce. 

Over 80% of Adidas' global salesforce uses Salesforce to engage with their customers.

3) T-Mobile

Keeping us connected on the go, T-Mobile relies on Salesforce to manage its customer base. 

72,000 T-Mobile employees use it to keep the lines clear and the deals rolling in.

4) Spotify

Ever wondered how Spotify knows exactly what song to recommend? 

It's all thanks to Salesforce analyzing user data. 

They have over 345 million active users, and use it to fine-tune their marketing efforts.

5) Amazon Web Services (AWS)

The internet's backbone, AWS trusts Salesforce to maintain its customer relationships. 

3.1 million AWS employees use Salesforce to keep the cloud running strong.

6) Marriott International

Checking into a Marriott hotel? 

You're in for a personalized experience, courtesy of Salesforce. 

They use Salesforce to tailor guest interactions and manage their sales pipeline. 

And with over 7,000 properties worldwide, it's quite the production.

7) American Express

This US credit card titan relies on Salesforce to deliver top-notch customer service. 

They have more than 21,000 employees using it to ensure that every transaction is a smooth one. 

8) Unilever

From your morning routine to your afternoon snack, Unilever brands are everywhere. 

They have over 200,000 employees using Salesforce. 

They use it to manage their entire portfolio of consumer goods.

9) Schneider Electric

Powering progress and sustainability, Schneider Electric leverages Salesforce to manage its sales pipeline. 

With over 10,000 users, they use it to stay ahead of the game in the energy management sector.

10) Toyota

Driving innovation in the automotive industry and optimizing its sales operations with Salesforce. 

Toyota has over 5,000 users assisting customers and ensuring an exceptional experience.


These are a handful of the big businesses worldwide that trust Salesforce. 

From beverages to technology, Salesforce is their secret ingredient for growth.


So why not join the ranks of these industry leaders? 

Reach the full potential of your business with Salesforce. 

Let's take your business to new heights.


Thanks for reading.

Enjoyed this post? Follow Jordan Nelson 

Join the conversation. Share this post with your network.


10 BIG BUSINESSES YOU DIDN'T KNOW USE SALESFORCE.pdf

Yesterday I told you we have BIG NEWS.

Well, get ready, because here it is:

DRUMROLL PLEASE…

This Thursday our BRAND NEW website goes LIVE.

Our old website was:

• Built on Canva
• More like a landing page
• Built by me - Jordan Nelson ;)

Our new website is:

1. Reliable

Built on Webflow and custom designed to fit our color scheme, flow and NEW brand/image.

2. Helpful

With dedicated pages for success stories and blogs that will be updated consistently. 

These will provide valuable info that shows you exactly how you can save time and money by automating salesforce in your business.

3. Team oriented 

Our NEW site includes an about page so you can get to know who’s on our team. This way you’ll know exactly who’ll be helping you—when you book a call or choose our services.

4. User-friendly

You’ll have easy access to book a call with one of our Salesforce experts.

5. Educational

With a video on our home page showing you how we can help.

All of this will make it 10x easier for you to get the information you need and see if Simple Salesforce is right for you.

But that’s not all.

OUR TEAM HAS GROWN:

We’ve been hard at work for the last two years helping our clients automate, scale and succeed with Salesforce.

And that hard work has paid off.

Because of this…

We’ve added:

• Whitney Nelson as a full-time Salesforce Consultant
• Geren Woodbridge as a full-time Salesforce Consultant
• Mike Bolton as a full-time LinkedIn Marketing Consultant

Plus 28 other contractors to help us solve problems as needed.

And the most exciting thing about all this is, with our added team members, we now have the capacity to help more clients.

So, if you’re a tech company or startup looking to save money and time with Salesforce automation, shoot us a message. 

We’re happy to help.

Jordan Nelson


Salesforce is a lot like learning a new language.

It won't work if Michael in marketing and Susan in sales can't agree on when to call it a "lead".

Don't blame it on the automation.
It's your team's poor communication.


What do Alex Hormozi, Gary Vee and Tony Robbins all have in common? (You’ll never guess this one):

They all have strong women supporting them.

This has held true in my life as well.

My wife has been incredible. 

In all realms really…

And her support of my business has always been amazing. Allow me to explain:

When I first became a Salesforce consultant—yes, I wanted to start a business.

But my wife believed in me as much, if not more, than I believed in myself.

She encouraged me to do it—to start a consulting company.

Not everyone has such a supportive partner.

One who pushes them to fulfill their “wildest” dreams. But because of this…

Because she was so supportive and pushed me to get after it, we get to live an incredible life.

She’s in the same field as me—Salesforce consulting.

We go to the same events.

We travel the world.

We work remotely. 

It’s a dream life and I wouldn’t want to share it with anyone else. 

But enough about me and my wife…

Let’s take a moment and appreciate all of the incredible women in this world.

They inspire us, they motivate us, they give us the drive we need to chase our dreams.

Where would we honestly be without them?

Thanks for reading.

Enjoyed this post? Follow Jordan Nelson 

And share with your network to show your support for women. 

Salesforce could be the powerhouse driving your business.

It helps you track data, manage leads, and automate time consuming tasks.

But here's the deal: for it to really work its magic, your whole team needs to be on board.

Get everyone in sync. and you’ll finally realize the full potential of Salesforce.


I’ve grown my LinkedIn account to 91,000 followers.

If you're starting out on LinkedIn, I've got some killer tips to help you grow your brand:

1) Create a Posting Schedule

It sounds cliche… But consistency really is key.

So, how do we stay consistent?

I recommend using scheduling tools like Buffer or Hootsuite to plan and automate your posts.

This way you’ll have a steady stream of content even when things get hectic.

2) Write for Your Ideal Reader

Knowing your audience isn't just about demographics:

It's about understanding their:

• Desires
• Pain points
• Aspirations 

Actionable Tip: Conduct surveys or interviews with your audience to gather insights into their preferences and tailor your content accordingly.

3) Visualize Your Ideal Content Consumer

It's not enough to know who your audience is: 

You need to envision them actively engaging with your content. 

Create a detailed persona of your ideal audience member, including:

• Demographics
• Challenges 
• Interests

Refer to this persona when you create content. This will ensure relevance and resonance.

4) Clarify Your Content Why

Every successful piece of content has a clear purpose.

Before creating any content, ask yourself: “What value does this provide to my audience?”

How does it align with your overall goals? 

Clarifying your why will guide your content creation process. 
It’ll ensure your content is impactful.

5) Share Your Story

People crave authenticity.

Nothing resonates more deeply than genuine human experiences.

Keep a journal of your personal experiences and insights—whenever you encounter a valuable lesson, jot it down. 
Use it as inspiration for your content.

6) Track Your Performance

Metrics aren't just numbers on a screen; they're invaluable insights into your audience.

Set specific goals for your content (e.g., engagement rate, follower growth, etc.). Regularly track your progress using analytics tools. 

Use this data to:

• Identify patterns
• Adjust your strategy
• Optimize your content.

7) Engage Like a Human, Not a Bot

In this world of ChatGPT comments, be the guy or girl who takes a moment out of their day to write something genuine.

Drop some value, share some insight, and have a sense of humor.

This will make your experience on LinkedIn more fun, and help you stand out from the crowd.


Documenting my journey on this platform has propelled my career like nothing else. 

I’d like to take a moment to express my heartfelt gratitude to each and every one of you. 

Your support means the world to me. This is why I'm committed to shipping valuable content that helps you in business and life.

Next stop: 100k. Let's do this.

Thanks for reading.

Follow Jordan Nelson for more.

P.s. - Want to grow your brand on LinkedIn?

I'll give you a personalized plan which includes:

• How to get started
• What you should post
• How to grow your account

Book a 45 minute strategy call with me today. 

Link in the comment

One big problem with most Salesforce consulting firms:

Each consultant is assigned 5-10 clients.

This leads to:

• Slow response times
• Work that isn't tracked
• Constant context switching

Our consultants work with 1-2 clients each.

Fewer clients. Better focus.


5 ways to be more productive while working at home:

1) Have clear goals to work on
2) Work in a structured manner
3) Create a to-do list the night before
4) Follow a set routine you build for yourself
5) Have a dedicated workspace free from distractions

What would you add?


Thanks for reading.

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Got value? Share it with your network.


Something BIG is coming.

I have some EXCITING news.

But I can’t tell you what it is… YET.

Stay tuned TOMORROW at 1 PM.

That’s when I’ll be making this SPECIAL ANNOUNCEMENT. 

See you then, Jordan Nelson 


My 7 biggest reasons for travel:


Traveling is more than just a hobby for me. 

It's molded me in ways I never imagined.

It’s given me priceless experiences that have become a part of who I am.

Let me share how it's shaped my life and why it's an absolute must-have in my world:


1) Cultural deep dive

Traveling allows you to explore different cultures. 

It's opened my eyes to how diverse and fascinating the world is.


2) Personal growth

Every trip has taught me more and more about myself. 

Nothing forces you to grow more than getting out of your comfort zone.


3) World view

Travel widens your lens.

It's shown me so many different:

• Foods
• Languages
• Landscapes

And broadened my horizons.


4) Rolling with the punches

Being out on the road has taught me to roll with whatever comes my way. 

Life is full of surprises, and travel has helped me to handle them like a pro.


5) Human connection 

Meeting people from all walks of life has allowed me to see things from different perspectives and feel more connected to the world.


6) Home comforts

Funny thing is, the more I travel, the more I appreciate home. 

Everything feels fresh when you come back home.


7) Memory Lane

Lastly, every trip leaves me with a bunch of cool stories and memories. 

Now, It's like carrying around a pocketful of adventures wherever I go.


So yeah, for me, travel isn't just about ticking off places on a map—it's about soaking up all the awesomeness this world has to offer.


P.s. - What’s one place in the world you’re excited to visit next?


Thanks for reading.

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And if you love travel too, share this post with your network.


I’ve helped Sales teams be more productive for 6 years now.

One of the main things I've learned is this:

Productivity is about "what you do" NOT "how much you do."

Companies lose thousands of dollars per year NOT because their employees aren't working...

But because they're focused on time-wasters instead of needle-movers. 

Thanks for reading.

Enjoyed this post? Follow Jordan Nelson 

And share it with your network to help others improve their productivity.


My clients #1 pain point is my 1st priority.

If I can remove that problem, it'll have the greatest impact for their organization.

It's not about what you can add.

It's about what you can eliminate.


Thanks for reading.

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6 skills every Salesforce consultant needs to have success:


Want to elevate your career as a Salesforce consultant? 

I'm about to break down the 6 skills you need to hone to have success:


1) Salesforce wizardry

You've got to master the ins and outs of Salesforce admin and configuration. 

Become a maestro of data modelling, security setups, customization, and workflow automation.


2) Client whispering

It's not just about the tech stuff; you need to become a master communicator:

Speak the language of your clients. 

Understand their needs inside out, and translate those requirements into Salesforce results.


3) Relationship alchemy

Building strong relationships isn't just a soft skill; it's the secret sauce to success.

Keep your clients happy. 

Manage their expectations like a pro. 

Create strong bonds with your team members.


4) Project ninja skills

Every consultant worth their salt needs to have killer project management chops. 

You need to plan, organize, and execute like a boss. 

This will ensure that your Salesforce solutions hit the mark every single time.


5) Troubleshooting

Configuration hiccup? No problem. 

Integration nightmare? You've got this. 

In this field, you've got to stay calm and find solutions fast.

After some years in the game, I’m happy to say there aren’t many problems I haven’t seen before.


6) Eternal student mentality

In the world of Salesforce and CRMs, the only constant is change.

Commit to lifelong learning and stay ahead of the curve.

Absorb new knowledge, master new features, and adapt to the ever-evolving Salesforce landscape. 

Adopting this mentality will almost guarantee you have success long-term.


Master these 6 skills, and you'll be on your way to crushing it in Salesforce consultancy.


P.s. - What other soft skills would you add?


Thanks for reading.

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Share with your network to help others succeed with Salesforce.


6 Skills Every Salesforce Consultant Needs to Have Success

Struggling with Salesforce?

Ask your team these 3 simple questions:


Let's identify the exact area of your business that needs the most help:

1) Where do you spend the most time typing in Salesforce?

2) What are 3 things you know you have to do every single day in Salesforce?

3) What’s a recent deal that took longer than expected to close? What delayed it?


Then sit with your best rep for 1 hour and ask them to walk you through their flow.

Ask your sales director what his reps complain about the most in Salesforce.

Talk with your customer service department to get feedback from customers.

This will help you find the exact problem your employees are having with SalesForce.


Thanks for reading.

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Share it with your network to help others succeed with Salesforce.


Struggling with Salesforce Ask your team these 3 simple qu

Let's crunch the numbers.

If your sales department spends 30-50% of their time on data entry:

That’s between 12-20 hours per week on tasks that don't drive revenue.

It's time to streamline your processes.
Refocus on revenue-generating activities.


Our new website goes LIVE tomorrow.

But it’s not just the new website we’re excited about.

Our team has expanded.

So we now have the capacity to help more clients. 

The new website will make it 10x easier for you to get the information you need and see if Simple Salesforce is right for you.

We worked with Demandflow to create it.

And we couldn’t be happier with the design. 

Special thanks to their CEO, Stephen Wise

Check out the samples BELOW.

This is what the new site will look like:

• New fonts
• New colors
• New design

We wanted our new brand to match the work and dedication we’ve been putting in behind the scenes.

With all these changes to Simple Salesforce, we’re excited about what the future holds.

2024 is an exciting time to be a Salesforce consulting company.

The industry is moving at warp speed.

AI features are dropping daily.

Every day we have an opportunity to help real businesses scale with the power of automation.

And quite frankly, we think that’s AWESOME.

P.s. - What do you think of the new design?

Thanks for reading.

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Share to help us spread the word about our new site.


How will the new website benefit clients?

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