G2

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/5/2026

"True Salesforce experts who solve problems the right way, not by the hour"

5/5

What do you like best about JayOh?

They focus on solving the problem the right way rather than maximizing billable hours. Joe and the team are genuinely curious about your business and work through problems with you. Their monthly-hours model is also a big plus: instead of buying hours for one fixed project, we could use our hours across whatever mattered most that month. Add twice-weekly check-ins and constant Slack contact, and it felt like having an extension of my own team. Review collected by and hosted on G2.com.

What do you dislike about JayOh?

The monthly-hours model works best when you come in with clear priorities. If you’re not sure what you need, it’s worth spending time upfront to plan how to use the hours. Review collected by and hosted on G2.com.

Recommendations to others considering JayOh:

Come in with a clear list of priorities and use their monthly-hours model to work through them. It’s flexible enough that you can change focus as your business changes, which is especially valuable for a growing company. If you’re new to Salesforce or GTM ops, lean on them as teachers as well as builders. They explain the why behind each design, which sets you up to own the org long term. Treat them like an extension of your team and they’ll act like one. Review collected by and hosted on G2.com.

What problems is JayOh solving and how is that benefiting you?

When I took over Salesforce in March 2025, it was my first time owning an org, and we needed a solid foundation fast. JayOh helped us rebuild our permissions model, set up activity capture and roll-ups, define stage progression with exit criteria, build an Opportunity Snapshot object for pipeline history, and design multi-touch attribution with automated touchpoint generation and a funnel object. We went from a Salesforce org we couldn’t fully trust to one that supports our pipeline reporting, forecasting and attribution. Just as important, they taught me the platform along the way, so I could own and extend the org myself. Review collected by and hosted on G2.com.

Validated ReviewerSource: Seller invite