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Salesforce 101: The Ultimate Cheat Sheet

So you’ve googled Salesforce to find out what it’s all about and might have realized it has a LOT to offer. Where do you even start? Well, we created this cheat sheet for beginners like you to guide you through it all.

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An AppExchange’s Quick Guide

AppExchange is Salesforce’s online marketplace from where you can download and install more than 4.000 solutions for your organization. Check out our guide to quickly discover what you can find there, how it works and what are its main advantages.

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Pardot vs Marketing Cloud. How to choose wisely?

If you got here, it is because you have made the right decision; you have taken a step forward and decided to invest in marketing automation. The fascinating world of Salesforce presents before you two powerful and efficient products: Pardot and Marketing Cloud that, well implemented, will guide your marketing efforts to success.

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Salesforce Editions. Keys for a successful selection.

Salesforce offers 5 editions: Essentials, Professional, Enterprise, Unlimited, and Developer that have similarities, but differ in functionality and price. If you want to make a successful selection, we offer you the information you need considering the organization type in which they are used, the updates and the limitations they present.

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Sales Cloud and Service Cloud: a successful binomial.

Sales Cloud and Service Cloud: a successful binomial.

If you don’t know how Sales Cloud and Service Cloud can complement each other to attract and retain customers, you will hardly be able to use them to the fullest. You will be surprised to know how they cover the sales cycle of a product or service taking into account its characteristics, benefits and main differences.

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Marketing Automation: pillars for its implementation (II)

In the first part of this article, we explain what marketing automation is and why its adoption is important. We also referred to the elements that you should consider before implementing it and when may be the right time to do it. So how then is this implementation to be carried out if you already have the conditions created? What Salesforce tools will allow you to do it? That is precisely what we will explain.

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7 reasons to use marketing automation in B2B companies

The automation of routine tasks or processes always brings notable advantages: cost reduction, better use of time and increased productivity. Marketing automation brings these advantages to digital marketing through the use of software tools. There are many tools specially designed to optimize digital marketing strategies, and when they are correctly implemented, a direct impact on […]

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Marketing Automation Pillars

Marketing Automation: pillars for its implementation (I)

With information technology emergence, process automations have taken a significant rise in the business strategies of organizations to strengthen the direct link with their customers. Having your processes automated brings great benefits such as the reduction of execution times for tasks and the reduction of activities and costs, which allows it to be more profitable, […]

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Your Complete Guide to Nonprofit Cloud

Aside from Sales Cloud, Service Cloud, and Marketing Cloud, Salesforce also has a product designed specifically for nonprofit organizations – Nonprofit Cloud. Salesforce’s Nonprofit Cloud has revolutionized the way nonprofits support their causes and handle their data. It’s designed to help organizations better execute their mission and measure their impact. In this post, we’ll go […]

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Your Complete Guide to Pardot

So we’ve talked about Salesforce’s Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud products. Now it’s time for the extraordinary Pardot. Pardot is a marketing automation platform similar to Marketing Cloud except it’s designed specifically for B2B contexts. It’s built with ease of use in mind, but it doesn’t come at the cost of […]

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Your Complete Guide to Community Cloud

What if you can give your customers one place to find information about your company and their data, manage documents, cases and claims? Well, you can with Salesforce Community Cloud. Community Cloud enables you to extend your Salesforce CRM data and connect to your customers like never before. Best of all, it’s highly flexible for […]

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From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

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What people are saying

Five Start

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of Salesforce.com. They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the Force.com platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a Salesforce.com partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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