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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Salesforce Summer'21 Release Highlights

Salesforce Summer’21 Release Highlights

Three times a year, Salesforce releases new products and features. Each release coincides with the following seasons: winter, spring, and summer. Summer is here and with it, the Summer’21 Release. In this article, we will show you a summary of the Salesforce Release Notes that we consider the most impactful ordered by subject.

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Trailhead: your best ally to learn Salesforce

If you use Salesforce or are considering getting started, Trailhead is a key resource for you. It will help you acquire new skills and update them in the future. It will also make your business a much more productive place. Trailhead is designed around your learning needs where you can progress at your own pace.

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From Salesforce Classic to Lightning Experience

Salesforce Classic is the user interface with which the world’s leading CRM became known. Lightning Experience is the modern and attractive interface that keeps it on the cutting edge. It’s not about Classic Vs Lightning. It’s about looking to the future. What ties us to Classic? Why Lightning Experience?

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Salesforce TrailheaDX 2021: all you need to know

TrailHeaDX is the event held annually by Salesforce. Anyone interested in getting started or improving their technical skills in using the platform can participate. Here we keep you informed of everything that will happen this year in the TrailheaDX 2021. You cannot miss this excellent opportunity to grow.

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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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What is a Salesforce AppExchange Partner and how can it help you?

Want to learn how a Salesforce AppExchange partner can help you? Here we will tell you how. They develop and market applications that meet your needs to some degree, make your work easier, and increase the efficiency of your business. In this way, they can help you achieve what you need for your company to be successful.

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What is a Salesforce Consulting Partner and How Can It Help You?

Implementing Salesforce requires active commitment and technical expertise. Are you interested in learning how Salesforce Consulting Partners can help you? They can help you to fully implement the platform. Your partner will take care of the details so that you can focus on the development and growth of your business.

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The 8 Elements Your Training & User Adoption Plan Must Have

Using Salesforce in your business has been the best decision you have made. Now is the time to get the most out of it. Effectively training your work team will be the key to achieving the desired results. In this article, we present 8 essential elements to include in your training plan and provide you with some useful tips and resources.

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8 Must-Have Tools for a Productive Salesforce Administrator

As a Salesforce Admin, you normally find yourself undergoing daunting and time-consuming tasks on a daily basis. While working on these tasks, they are at a higher risk of falling victim to human error because of their repetitive nature. Therefore, it is crucial to stay up-to-date with the most recent advancements in the Salesforce platform and community if you wish to become a productive and knowledgeable Salesforce Administrator.

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7 awesome reasons to fall in love with a CRM.

Why should you have a CRM in your business? Using it will allow you to understand business management in depth and create a winning strategy that will lead you to the success you want. We have prepared a list of the main reasons that will help you take advantage of this opportunity to move forward and decide to invest in this technology.

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


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 They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the 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 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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