Salesforce Simplified

Your team doesn't hate Salesforce. It hates the friction.

We realign Salesforce to the way your business actually sells, and adoption follows. We fix what's broken: the process, the data, and a team that knows exactly what to do with both.

Boost your adoption and usage. Remove the friction that's holding your team back.

Start Simplifying

Salesforce-certified · UK-based · 10+ years embedding sales training, enablement and process in CRM

By the time you notice, the workarounds are the system.

It rarely announces itself. It looks like this:

A rep keeps their real pipeline in a spreadsheet, because the one in Salesforce doesn't match how they sell.
Calls stop being logged, because the fields demand things nobody downstream ever reads.
A manager rebuilds the forecast by hand, because the report got disputed once and never recovered.

Usage falls, the data thins, and every gap hands the next person one more reason not to bother.

Friction is fixable. When the system is realigned to the way your team actually sells, adoption stops being something you enforce. It follows.

"Scott and team worked really well to give confidence and enthusiasm to a team that had previously had a bad experience with Salesforce.

Through a calm, respectful and warm approach he got them all onside and fully embracing the new approach. Scott was excellent in fitting the way Salesforce was set up for us to meet our workflow and business needs. We have made tremendous progress as a result."

Guy Ashton · Former CEO · Meyler Campbell

A team that had already been burned, brought back onside. Not by pushing harder, but by fitting the system to the way they worked. If your team has had a bad experience before, you're not the exception. You're who this was built for.

Fix what's broken. Properly, and once.

Process realignment

Stages, fields and automation rebuilt around how you sell, not how it was installed.

Data you can trust

Duplicates resolved, gaps closed, reports your leadership team stops disputing.

Enablement, delivered

Super user academy, role-based rollout, in-app guidance, documentation. Finished.

We take complexity out, not in. And where your estate is genuinely complex (multiple brands, regions, integrations), we scope that honestly rather than pretending it away.

From findings to finished

1
It starts with a look.
We review the org before we recommend or build anything: what's actually there, what's actually used, what's actually wrong. Most projects begin with the findings from a Reset; if you already have them, they become the scope.
2
We realign, not rebuild.
The sales process comes first, the configuration follows it. Fields that earn their place stay. Stages mean one thing to everyone. And where a decision belongs to your business rather than a consultant, we say so, and wait for you to make it, rather than building around the gap.
3
We restore the data.
Duplicates, gaps and the disputed numbers that started the whole slide. The goal isn't tidiness. It's a report your leadership team can put weight on.
4
We enable your team.
Bounded and delivered: a super user academy for your internal champions, role-based rollout for everyone else, in-app guidance so answers live where the work happens, and documentation that survives us leaving. Scoped, delivered, finished.
5
We finish, and hand over.
Fixed scope, done means done, and the work carries the Built Right Guarantee for twelve months. If you'd rather someone kept owning the system as your business changes, that's Salesforce Momentum. A different service, deliberately.

"Scott is a truly amazing partner.

We moved to Salesforce after 2 failed CRM setups, whilst in the middle of significant growth and complexity in our sales motion. Scott did an amazing job of working with us on a full scope aligned to specific business outcomes, then working that back into a phased rollout.Communication, collaboration and support have been second-to-none throughout. 10/10 highly recommended."

James Pursey · Founder & CEO · Replicate Labs

A full scope aligned to business outcomes, worked back into a phased rollout. That's the method in a client's words, and it's the same one every Simplified project runs on.

What realignment produces

£20m

of previously unrecorded pipeline surfaced in the CRM at Meyler Campbell. Adoption rose, and the licence moved up from Professional to Enterprise

166+ hours

saved every year at Active Mobility through CRM automation and workflow design

8.1 / 10

Salesforce confidence after training at The Torrington Group. Before we started, every regional team scored it below the midpoint on whether it helped their daily work

Where we've done this

meyler-campbell

Meyler Campbell

A professional training provider with a bad Salesforce experience behind it and its processes in spreadsheets. An eight-week project with weekly releases put Salesforce at the centre of the business.

£20m of previously unrecorded pipeline surfaced

Read the full story →

What people ask us

We've been let down by a Salesforce partner before. Why would this be different?

The first paid step is a £2,500 Reset with an unconditional refund for 14 days after you receive your findings: we carry the risk of finding out, not you.

Will this mean rebuilding Salesforce from scratch?

Almost never. You've already paid for the platform; the problem is usually that it drifted away from how you sell. Realignment keeps what works, removes what doesn't, and adds as little as possible. One honest exception: where your estate is genuinely complex, with multiple brands, regions or integrations, that work is real, and we scope it as real work rather than promising it away.

What does it cost?

Every project is fixed scope, priced from written findings, usually the Reset's. The Reset itself is £2,500, refundable in full for 14 days after you receive your findings, and its findings document is written to be useful on its own. Whether it becomes a project is your call afterwards, not a condition of booking.

How do we know the changes will stick this time?

Because enablement is part of the scope, not an afterthought. That means a super user academy for your internal champions, role-based rollout for the wider team, in-app guidance so answers appear where the work happens, and documentation that outlives the project. It's bounded and delivered: scoped, finished, yours. If what you want is someone owning the system continuously as people join, leave and the business changes, that's Salesforce Momentum, which is related but deliberately not the same thing.

We run Monday.com alongside Salesforce. Is that a problem?

No. Several of our clients run both, and we're a Monday.com Certified Partner as well as a Salesforce one. There's a dedicated page on making the two work as one.

Who actually does the work?

Scott leads on solution design and client relationship, with a named technical resource on delivery. You get continuity, not a rotating cast.

Something we haven't answered? Ask a question →

Launching Salesforce for the first time? See the Sales Cloud Accelerator or the Service Cloud Accelerator.

Built right, or we put it right.

Every Simplified project carries the Built Right Guarantee: twelve months of defined cover on what we build. It isn't a new promise invented for this website; it's the same guarantee that already sits in our commercial proposals.

The three promises we make →

Stop working around Salesforce.

Boost your adoption and usage by removing the friction that's holding your team back. One conversation to find out where to start.