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The Role of Business Intelligence in a CRM

There is some discussion between the use of business intelligence tools and CRMs and which ones a company should choose. Although these solutions have data processing at their core and may have somewhat similar functions; the truth is that their objectives and potentialities differ greatly.

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Creating reports in Salesforce: most important aspects

In your business, many questions will arise, and the number of reports requested will not wait. In this article, we will show you some basic aspects that can guide you in this world of Salesforce reports and dashboards, as well as some limitations that you may face.

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What does a Salesforce admin do and why do you need one?

Have you heard of Salesforce admins? They are considered superheroes and close associates of business leaders because they have deep knowledge about the management and administration of a Salesforce organization. In this article, you will be surprised to learn about all the skills and response capabilities they have.

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Salesforce 101 The Ultimate Cheat Sheet

Salesforce 101: The Ultimate Cheat Sheet (Part 2)

In the first part of this cheat sheet, we showed you what Salesforce CRM is, the solutions it offers, its editions, and its licenses. In this second part, we go a little deeper. We will see what we can do depending on permissions, profiles and roles. In addition, we will navigate within the platform exploring some options and daily activities.

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7 Key Benefits of Business Intelligence

Today, the amount of raw data in organizations is expanding exponentially and many businesses have turned to business intelligence solutions. Here we will show you the benefits you will get from using this powerful tool in your business and how it can help you make better strategic decisions.

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The Complete Guide to Salesforce User Adoption

If you’ve already implemented Salesforce, now is the time to reap the first fruits. Think about the key users who use Salesforce in your organization and ask yourself, have they signed in recently? Is Salesforce making your job easier? If the answer is no, it is time to improve things and here we tell you how.

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8 Tips when following Salesforce troubleshooting process

Working as a Salesforce admin, dealing with issues happening to any of your customers is part of the daily work. We share 8 tips which we have found to be very useful while going through each step, after having more than 6 years of experience providing Salesforce support services.

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Salesforce ecosystem, a successful philosophy

What is the Salesforce Ecosystem? Why does the interaction between customers, partners, developers, and the application market result in a successful strategy? Throughout this article, we will take you into this wonderful ecosystem and how it works.

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Trusted by great companies.

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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